Skip to Content
Morningstar

Artisan International Investor ARTIX

Morningstar Medalist Rating
Medalist Rating as of | See Artisan Partners Investment Hub
  • NAV / 1-Day Return 24.96  /  0.85 %
  • Total Assets 5.2 Bil
  • Adj. Expense Ratio
    1.200%
  • Expense Ratio 1.200%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Foreign Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 1.14%
  • Turnover 50%

USD | NAV as of Sep 28, 2023 | 1-Day Return as of Sep 28, 2023, 11:24 PM GMT+0

Morningstar’s Analysis ARTIX

Will ARTIX outperform in 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.

A unique portfolio.

Senior Analyst Jack Shannon

Jack Shannon

Senior Analyst

Summary

Artisan International is overseen by a capable and well-resourced team, but its free-wheeling approach to portfolio construction and execution can make for a choppy ride. It earns a Morningstar Analyst Rating of Bronze for its cheaper share classes and Neutral for its more expensive one.

by Jack Shannon
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings ARTIX

More ARTIX Holdings
  • Current Portfolio Date
  • Equity Holdings 49
  • Bond Holdings 0
  • Other Holdings 19
  • % Assets in Top 10 Holdings 39.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Linde PLC

5.02
268,494,106
Basic Materials

Air Liquide SA

4.79
256,267,728
Basic Materials

UBS Group AG

4.71
251,803,904
Financial Services

Deutsche Telekom AG

3.96
211,917,431
Communication Services

Amazon.com Inc

3.93
209,934,221
Consumer Cyclical

Daiichi Sankyo Co Ltd

3.60
192,272,646
Healthcare

Nestle SA

3.56
190,426,275
Consumer Defensive

Compagnie Financiere Richemont SA Class A

3.40
181,645,545
Consumer Cyclical

Aon PLC Class A

3.29
176,195,258
Financial Services

BLACKROCK T-FUND - INST SHARES FUND 30

3.23
172,614,297
Cash and Equivalents