Morningstar

Artisan International Fund Advisor Class APDIX

Morningstar Medalist Rating
Medalist Rating as of | See Artisan Partners Investment Hub
  • NAV / 1-Day Return 32.04  /  −1.39 %
  • Total Assets 6.8B
  • Adj. Expense Ratio
    1.050%
  • Expense Ratio 1.050%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Foreign Large Growth
  • Investment Style Large Blend
  • Min. Initial Investment 250,000
  • Status Open
  • TTM Yield 1.67%
  • Turnover 111%

USD | NAV as of Oct 02, 2026 | 1-Day Return as of Oct 02, 2026, 12:11 AM GMT+0

Morningstar’s Analysis APDIX

Will APDIX 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 APDIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the APDIX 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 APDIX’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
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings APDIX

More APDIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 35.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

National Grid PLC

4.51 305M
Utilities

Taiwan Semiconductor Manufacturing Co Ltd

4.42 299M
Technology

UBS Group AG Registered Shares

4.31 291M
Financial Services

Contemporary Amperex Technology Co Ltd Class A

4.21 284M
Industrials

Tesco PLC

3.27 221M
Consumer Defensive

Safran SA

3.16 213M
Industrials

Air Liquide SA

2.97 200M
Basic Materials

HSBC Holdings PLC

2.85 193M
Financial Services

British American Tobacco PLC

2.80 189M
Consumer Defensive

Sainsbury (J) PLC

2.55 172M
Consumer Defensive

Sponsor Center