Increased conviction in Rezo Kanovich, the manager of Artisan International Small-Mid, and his supporting team results in a upgrade to the fund’s People rating to High from Above Average. Kanovich and his team of four analysts skillfully execute a patient process aimed at finding transformational businesses; it remains one of the best options in the foreign small/mid-growth Morningstar Category.
Artisan International Small-Mid Investor ARTJX
- NAV / 1-Day Return 16.82 / −0.30 %
- Total Assets 4.6 Bil
-
Adj. Expense Ratio
1.310%
- Expense Ratio 1.310%
- Distribution Fee Level Above Average
- Share Class Type No Load
- Category Foreign Small/Mid Growth
- Investment Style Mid Growth
- Min. Initial Investment 1,000
- Status Limited
- TTM Yield —
- Turnover 26%
USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:12 PM GMT+0
Morningstar’s Analysis ARTJX
Will ARTJX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 23.1
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
NICE Ltd ADR | 4.99 | 230.6 Mil | Technology |
ConvaTec Group PLC | 3.45 | 159.3 Mil | Healthcare |
Jet2 PLC Ordinary Shares | 2.20 | 101.9 Mil | Consumer Cyclical |
Alcon Inc | 2.07 | 95.9 Mil | Healthcare |
Ambu A/S Class B | 1.91 | 88.3 Mil | Healthcare |
Swedish Orphan Biovitrum AB | 1.84 | 84.9 Mil | Healthcare |
Metso Corp | 1.74 | 80.6 Mil | Industrials |
CyberArk Software Ltd | 1.67 | 77.4 Mil | Technology |
Howden Joinery Group PLC | 1.66 | 76.8 Mil | Consumer Cyclical |
BLACKROCK T-FUND - INST SHARES FUND 30 | 1.58 | 72.9 Mil | Cash and Equivalents |