Advertisement
Skip to Content
Morningstar

Artisan International Value Investor ARTKX

Morningstar Medalist Rating
Medalist Rating as of | See Artisan Partners Investment Hub
  • NAV / 1-Day Return 42.93  /  0.28 %
  • Total Assets 27.4 Bil
  • Adj. Expense Ratio
    1.190%
  • Expense Ratio 1.260%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Foreign Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 1,000
  • Status Limited
  • TTM Yield 0.40%
  • Turnover 23%

USD | NAV as of Jun 09, 2023 | 1-Day Return as of Jun 09, 2023, 10:10 PM GMT+0

Morningstar’s Analysis ARTKX

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

People Pillar

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

Due for an upgrade.

Associate Director Andrew Daniels

Andrew Daniels

Associate Director

Summary

Increased conviction in Artisan International Value’s investment team lifts its Morningstar Analyst Rating to Gold from Silver across all share classes.

by Andrew Daniels
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings ARTKX

More ARTKX Holdings
  • Current Portfolio Date
  • Equity Holdings 34
  • Bond Holdings 0
  • Other Holdings 18
  • % Assets in Top 10 Holdings 38.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

BLACKROCK T-FUND - INST SHARES FUND 30

9.93
2,643,974,473
Cash and Equivalents

OTHER ASSETS

7.49
1,994,859,391
—

Novartis AG Registered Shares

4.98
1,325,781,444
Healthcare

Danone SA

4.95
1,319,429,552
Consumer Defensive

Arch Capital Group Ltd

4.88
1,298,440,313
Financial Services

Compass Group PLC

4.07
1,083,453,349
Consumer Cyclical

Samsung Electronics Co Ltd

3.82
1,016,363,077
Technology

ABB Ltd

3.61
960,621,956
Industrials

Safran SA

3.41
908,471,529
Industrials

Holcim Ltd

3.10
824,552,625
Basic Materials