Morningstar

Artisan International Small-Mid Fund Advisor Shares APDJX

Morningstar Medalist Rating
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Medalist Rating as of See Artisan Partners Investment Hub
  • NAV / 1-Day Return $21.42  /  +0.09 %
  • Fund Size $2.6B
  • Adjusted Expense Ratio 1.160%
  • Net Expense Ratio 1.160%
  • Fee Level: Distribution High
  • Share Class Type Institutional
  • Morningstar Category Foreign Small/Mid Growth
  • Equity Style Box (Funds) Mid Growth
  • Minimum Initial Investment $250,000
  • Investment Status Limited
  • TTM Yield 0.53%
  • Turnover Ratio 34%
NAV and 1-Day Return as of

Morningstar’s Analysis APDJX

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

  • People Pillar

    The People Pillar is our evaluation of the APDJX 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 APDJX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A team and process worth standing behind.

Principal Jack Shannon

Jack Shannon

Principal

Summary

Artisan International Small-Mid is in a multiyear performance rut, but Rezo Kanovich remains a top-tier manager, and this strategy is worth holding through thick and thin.

by Jack Shannon
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Portfolio Holdings APDJX

More APDJX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 29.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Metso Corp

4.28 109M
Industrials

Genmab AS

4.00 102M
Healthcare

LivaNova PLC

3.83 97M
Healthcare

BlackRock Liquidity T-Fund Instl

3.16 80M
Cash and Equivalents

OMRON Corp

3.11 79M
Technology

Kinaxis Inc

2.89 74M
Technology

Brenntag SE

2.74 70M
Basic Materials

Money Forward Inc Ordinary Shares

2.48 63M
Technology

Kodiak Sciences Inc

2.22 56M
Healthcare

Smiths Group PLC

1.78 45M
Industrials

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