Artisan International is overseen by a capable and well-resourced manager, but a sometimes free-wheeling approach to portfolio construction and risk management can create turbulence for investors. Still, for the right price, it is a worthy long-run option.
Artisan International Investor ARTIX
- NAV / 1-Day Return 31.06 / −0.13 %
- Total Assets 5.4 Bil
-
Adj. Expense Ratio
- Expense Ratio 1.190%
- Distribution Fee Level High
- Share Class Type No Load
- Category Foreign Large Growth
- Investment Style Large Growth
- Min. Initial Investment 1,000
- Status Open
- TTM Yield 0.88%
- Turnover 77%
USD | NAV as of Sep 27, 2024 | 1-Day Return as of Sep 27, 2024, 10:44 PM GMT+0
Morningstar’s Analysis ARTIX
Will ARTIX 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 42.1
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
UBS Group AG | 5.83 | 300.2 Mil | Financial Services |
Novo Nordisk A/S Class B | 5.68 | 292.3 Mil | Healthcare |
Amazon.com Inc | 5.58 | 287.1 Mil | Consumer Cyclical |
Linde PLC | 4.64 | 238.8 Mil | Basic Materials |
Air Liquide SA | 4.31 | 221.7 Mil | Basic Materials |
BAE Systems PLC | 3.64 | 187.5 Mil | Industrials |
UCB SA | 3.53 | 181.8 Mil | Healthcare |
Melrose Industries PLC | 3.15 | 162.1 Mil | Industrials |
Deutsche Boerse AG | 3.11 | 160.3 Mil | Financial Services |
Canadian Pacific Kansas City Ltd | 2.67 | 137.4 Mil | Industrials |