A strong managerial track record and proven process for identifying transformational businesses earn Artisan International Small-Mid a Morningstar Analyst Rating of Silver for its cheapest share class and Bronze for its more expensive shares.
Artisan International Small-Mid Investor ARTJX
NAV / 1-Day Return
20.33
/
0.64
%
Total Assets
6.0 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
1.340%
Expense Ratio
1.340%
Fee Level
Above Average
Longest Manager Tenure
2.59
years
Category
Foreign Small/Mid Growth
Investment Style
Mid GrowthMin. Initial Investment
1,000
Status
Open
TTM Yield
0.51%
Turnover
28%
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Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will ARTJX 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 ARTJX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the ARTJX 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 ARTJX’s parent organization’s priorities and whether they’re in line with investors’ interests.
An experienced, proven manager makes for a compelling offering.
