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Artisan Value Investor ARTLX

Analyst rating as of
NAV / 1-Day Return
14.72  /  1.17 %
Total Assets
375.0 Mil
Adj. Expense Ratio
1.090%
Expense Ratio
1.090%
Fee Level
High
Longest Manager Tenure
9.85 years
Category
Large Value
Investment Style
Large Value
Min. Initial Investment
1,000
Status
Open
TTM Yield
1.00%
Turnover
39%
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Morningstar’s Analysis

Will ARTLX outperform in future?

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

Jim Kieffer's decision to step down as comanager leaves an unproven leadership team.

Senior Analyst

Summary

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Jim Kieffer's decision to step down as comanager of Artisan Value leads to a downgrade in the People rating to Average. The overall Morningstar Analyst Rating is now Bronze for the advisor and institutional share classes and Neutral for the investor shares.

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