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Artisan International Small-Mid Investor ARTJX

Medalist Rating as of | See Artisan Partners Investment Hub
  • NAV / 1-Day Return 16.87  /  −0.47 %
  • Total Assets 4.6 Bil
  • Adj. Expense Ratio
    1.310%
  • Expense Ratio 1.310%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Foreign Small/Mid Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 1,000
  • Status Limited
  • TTM Yield
  • Turnover 26%

USD | NAV as of Apr 17, 2024 | 1-Day Return as of Apr 17, 2024, 11:01 PM GMT+0

Morningstar’s Analysis ARTJX

Will ARTJX outperform in future?

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

Greater conviction earns this fund an upgrade.

Senior Analyst Jack Shannon

Jack Shannon

Senior Analyst

Summary

Increased conviction in Rezo Kanovich, the manager of Artisan International Small-Mid, and his supporting team results in a upgrade to the fund’s People rating to High from Above Average. Kanovich and his team of four analysts skillfully execute a patient process aimed at finding transformational businesses; it remains one of the best options in the foreign small/mid-growth Morningstar Category.

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Portfolio Holdings ARTJX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 23.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NICE Ltd ADR

4.99 230.6 Mil
Technology

ConvaTec Group PLC

3.45 159.3 Mil
Healthcare

Jet2 PLC Ordinary Shares

2.20 101.9 Mil
Consumer Cyclical

Alcon Inc

2.07 95.9 Mil
Healthcare

Ambu A/S Class B

1.91 88.3 Mil
Healthcare

Swedish Orphan Biovitrum AB

1.84 84.9 Mil
Healthcare

Metso Corp

1.74 80.6 Mil
Industrials

CyberArk Software Ltd

1.67 77.4 Mil
Technology

Howden Joinery Group PLC

1.66 76.8 Mil
Consumer Cyclical

BLACKROCK T-FUND - INST SHARES FUND 30

1.58 72.9 Mil
Cash and Equivalents