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.
Artisan International Small-Mid Investor ARTJX
- NAV / 1-Day Return 17.88 / +1.30 %
- Total Assets 4.4 Bil
-
Adj. Expense Ratio
- 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 Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:08 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.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 21.6
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
NICE Ltd ADR | 3.34 | 146.1 Mil | Technology |
ConvaTec Group PLC | 2.90 | 126.8 Mil | Healthcare |
Ambu A/S Class B | 2.27 | 99.3 Mil | Healthcare |
Alcon Inc | 2.18 | 95.3 Mil | Healthcare |
Jet2 PLC Ordinary Shares | 2.05 | 89.8 Mil | Consumer Cyclical |
Swedish Orphan Biovitrum AB | 2.01 | 88.0 Mil | Healthcare |
CyberArk Software Ltd | 1.77 | 77.2 Mil | Technology |
Glaukos Corp | 1.73 | 75.5 Mil | Healthcare |
Fabrinet | 1.71 | 74.6 Mil | Technology |
Rotork PLC | 1.65 | 72.3 Mil | Industrials |