Morningstar

Artisan International Value Fund Investor Class ARTKX

Morningstar Medalist Rating
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Medalist Rating as of See Artisan Partners Investment Hub
  • NAV / 1-Day Return $60.22  /  +0.67 %
  • Fund Size $43.2B
  • Adjusted Expense Ratio 1.200%
  • Net Expense Ratio 1.180%
  • Fee Level: Distribution High
  • Share Class Type No Load
  • Morningstar Category Foreign Large Blend
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $1,000
  • Investment Status Limited
  • TTM Yield 1.49%
  • Turnover Ratio 25%
NAV and 1-Day Return as of

Morningstar’s Analysis ARTKX

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

  • People Pillar

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

Still excellent despite recent struggles.

Director Andrew Daniels

Andrew Daniels

Director

Summary

Artisan International Value is one of the best foreign large-blend strategies out there, continuing to merit High People and Process ratings.

by Andrew Daniels
Rated on Published on

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Portfolio Holdings ARTKX

More ARTKX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 34.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NA

14.35 6B
Cash and Equivalents

Na

8.65 4B
Cash and Equivalents

ABB Ltd

4.22 2B
Industrials

Unilever PLC

4.10 2B
Consumer Defensive

Novartis AG Registered Shares

3.57 2B
Healthcare

Danone SA

3.54 2B
Consumer Defensive

DSM-Firmenich AG

3.54 2B
Basic Materials

Arch Capital Group Ltd

3.51 2B
Financial Services

Koninklijke Philips NV

3.50 2B
Healthcare

UBS Group AG Registered Shares

3.48 2B
Financial Services

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