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Morningstar

Artisan Sustainable Emerging Mkts Inv ARTZX

Morningstar Medalist Rating
Medalist Rating as of | See Artisan Partners Investment Hub
  • NAV / 1-Day Return 15.92  /  −1.67 %
  • Total Assets 148.0 Mil
  • Adj. Expense Ratio
    1.160%
  • Expense Ratio 1.160%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Diversified Emerging Mkts
  • Investment Style Large Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.40%
  • Turnover 29%

USD | NAV as of Apr 19, 2024 | 1-Day Return as of Apr 19, 2024, 10:13 PM GMT+0

Morningstar’s Analysis ARTZX

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

  • People Pillar

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

A strong management team and sound investment process underpin Artisan Sustainable Emerging Mkts Inv's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings ARTZX

More ARTZX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 43.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Taiwan Semiconductor Manufacturing Co Ltd

11.68 17.5 Mil
Technology

Samsung Electronics Co Ltd

7.58 11.4 Mil
Technology

ICICI Bank Ltd

3.68 5.5 Mil
Financial Services

MediaTek Inc

3.53 5.3 Mil
Technology

BLACKROCK T-FUND - INST SHARES FUND 30

3.36 5.0 Mil
Cash and Equivalents

MercadoLibre Inc

3.08 4.6 Mil
Consumer Cyclical

E Ink Holdings Inc

2.99 4.5 Mil
Technology

Reliance Industries Ltd

2.89 4.3 Mil
Energy

Alibaba Group Holding Ltd Ordinary Shares

2.77 4.2 Mil
Consumer Cyclical

Vietnam Technological and Commercial Joint Stock bank Ordinary Shares

2.50 3.7 Mil
Financial Services