Morningstar

Artisan Focus Fund Investor Shares ARTTX

Morningstar Medalist Rating
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Medalist Rating as of See Artisan Partners Investment Hub
  • NAV / 1-Day Return $27.68  /  +2.40 %
  • Fund Size $1.3B
  • Adjusted Expense Ratio 1.360%
  • Net Expense Ratio 1.360%
  • Fee Level: Distribution High
  • Share Class Type No Load
  • Morningstar Category Large Growth
  • Equity Style Box (Funds) Large Growth
  • Minimum Initial Investment $1,000
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 246%
NAV and 1-Day Return as of

Morningstar’s Analysis ARTTX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Artisan Focus Fund Investor holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings ARTTX

More ARTTX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 52.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

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NVIDIA Corp

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BlackRock Liquidity T-Fund Instl

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Cash and Equivalents

Motorola Solutions Inc

5.26 69M
Technology

Williams Companies Inc

4.73 62M
Energy

Bank of New York Mellon Corp

4.57 60M
Financial Services

Howmet Aerospace Inc

4.40 57M
Industrials

Parker Hannifin Corp

4.39 57M
Industrials

Analog Devices Inc

4.38 57M
Technology

BlackRock Inc

4.02 52M
Financial Services

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