Artisan Value’s contrarian process delivers a portfolio of financially strong companies, but after a generational change in leadership, the team needs to prove itself. Its cheaper two share class keep their Morningstar Analyst Rating of Bronze, while the pricier share class stays at Neutral.
- NAV / 1-Day Return 13.05 / 0.31 %
- Total Assets 257.8 Mil
-
Adj. Expense Ratio
1.060%
- Expense Ratio 1.060%
- Distribution Fee Level Above Average
- Share Class Type No Load
- Category Large Value
- Investment Style Large Blend
- Min. Initial Investment 1,000
- Status Open
- TTM Yield 0.17%
- Turnover 28%
Morningstar’s Analysis ARTLX
Will ARTLX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings 41
- Bond Holdings 0
- Other Holdings 6
- % Assets in Top 10 Holdings 33.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector