Morningstar

Artisan International Fund Investor Class ARTIX

Morningstar Medalist Rating
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Medalist Rating as of See Artisan Partners Investment Hub
  • NAV / 1-Day Return $32.11  /  +0.69 %
  • Fund Size $6.5B
  • Adjusted Expense Ratio 1.190%
  • Net Expense Ratio 1.180%
  • Fee Level: Distribution High
  • Share Class Type No Load
  • Morningstar Category Foreign Large Growth
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $1,000
  • Investment Status Open
  • TTM Yield 1.54%
  • Turnover Ratio 111%
NAV and 1-Day Return as of

Morningstar’s Analysis ARTIX

Will ARTIX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable ARTIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the ARTIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of ARTIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Riding a hot streak.

Principal Jack Shannon

Jack Shannon

Principal

Summary

A bold, experienced manager differentiates Artisan International Equity from many peers. While daring calls can be hard to get consistently right, this fund's recent run of successful bets paid off handsomely for investors. While boldness is a feature of this fund, investors should expect it to cut both ways and not be caught off guard in a period of deep underperformance.

by Jack Shannon
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Portfolio Holdings ARTIX

More ARTIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 36.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Taiwan Semiconductor Manufacturing Co Ltd

4.51 293M
Technology

UBS Group AG Registered Shares

4.36 283M
Financial Services

National Grid PLC

4.30 279M
Utilities

Safran SA

3.67 239M
Industrials

HSBC Holdings PLC

3.45 224M
Financial Services

LIG Defense&Aerospace Co Ltd

3.41 221M
Industrials

Tesco PLC

3.38 220M
Consumer Defensive

British American Tobacco PLC

3.24 210M
Consumer Defensive

Air Liquide SA

3.23 210M
Basic Materials

Mitsubishi UFJ Financial Group Inc

2.91 189M
Financial Services

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