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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 15.02  /  0.47 %
  • Total Assets 93.8 Mil
  • Adj. Expense Ratio
    1.150%
  • Expense Ratio 1.150%
  • 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 0.76%
  • Turnover 21%

USD | NAV as of Sep 29, 2023 | 1-Day Return as of Sep 29, 2023, 10:12 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.

An incline in People Pillar rating is the primary driver of Artisan Sustainable Emerging Mkts Inv's upgrade to a Morningstar Medalist Rating of Silver from Bronze.

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 55
  • Bond Holdings 0
  • Other Holdings 20
  • % Assets in Top 10 Holdings 40.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Taiwan Semiconductor Manufacturing Co Ltd

9.72
9,027,950
Technology

Samsung Electronics Co Ltd

7.39
6,870,222
Technology

BLACKROCK T-FUND - INST SHARES FUND 30

4.05
3,768,094
Cash and Equivalents

ICICI Bank Ltd

3.34
3,105,313
Financial Services

Alibaba Group Holding Ltd Ordinary Shares

3.23
3,003,539
Consumer Cyclical

Estun Automation Co Ltd Class A

3.04
2,829,556
Industrials

MediaTek Inc

2.76
2,562,281
Technology

MercadoLibre Inc

2.69
2,501,875
Consumer Cyclical

E Ink Holdings Inc

2.68
2,488,624
Technology

Zhuzhou CRRC Times Electric Co Ltd Class H

2.63
2,440,744
Industrials