Morningstar

Artisan International Explorer Instl ARHBX

Morningstar Medalist Rating
Medalist Rating as of | See Artisan Partners Investment Hub
  • NAV / 1-Day Return 12.75  /  +0.79 %
  • Total Assets 155.3 Mil
  • Adj. Expense Ratio
    1.380%
  • Expense Ratio 1.380%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Foreign Small/Mid Blend
  • Investment Style Small Growth
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield 0.56%
  • Turnover 24%

USD | NAV as of Sep 27, 2024 | 1-Day Return as of Sep 27, 2024, 10:44 PM GMT+0

Morningstar’s Analysis ARHBX

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

  • People Pillar

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

A strong management team and sound investment process underpin Artisan International Explorer Instl's Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings ARHBX

More ARHBX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 59.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

BLACKROCK T-FUND - INST SHARES FUND 30

11.97 17.5 Mil
Cash and Equivalents

Equities

11.95 17.5 Mil
—

M&C Saatchi PLC

10.35 15.2 Mil
Communication Services

Glenveagh Properties PLC

7.89 11.5 Mil
Consumer Cyclical

Despegar.com Corp

7.85 11.5 Mil
Consumer Cyclical

ZUKEN Inc

5.13 7.5 Mil
Technology

Alten

4.03 5.9 Mil
Technology

Sato Holdings Corp

3.35 4.9 Mil
Industrials

AlzChem Group AG Akt. nach Kapitalherabsetzung

3.17 4.6 Mil
Basic Materials

Steadfast Group Ltd

3.17 4.6 Mil
Financial Services

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