Artisan International Fund Investor Class

 (MUTF:ARTIX)   Watch this mutual fund  
Find more results for ARTIX

Performance

Trailing returns

1 day
   
-0.30%  
1 week   +1.17%
   
4 week   +2.44%
   
3 month   +4.39%
   
YTD   +28.07%
   
1 year   +21.81%
   
3 years*   +5.62%
   
5 years*   +7.36%
   
*annualized
Best 3 month return+36.47%  
Worst 3 month return-38.22%  

Morningstar statistics

Morningstar category: Foreign Large Growth
  Return Risk Rating
3 years Low Above Average
5 years Below Average Above Average
10 years Average Above Average
Overall Below Average Above Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets14.03B 
Front load-  
Deferred load-  
Expense ratio1.19%  
Management fee-  
Fund familyArtisan 

Asset allocation

Cash3.40%  
Stocks93.35%  
Bonds0.00%  
Other3.25%  

Purchase information

Initial$1,000  
AIP Additional$50  
32.69-0.11(-0.34%)
Oct 16, 8:00PM EDT Overall Morningstar RatingTM

Description

The investment seeks maximum long-term capital growth. The fund invests primarily in developed markets but also may invest up to 35% of the fund's total assets at market value at the time of purchase in emerging and less developed markets. Under normal market conditions, it is substantially fully invested in common stocks and similar securities, and invests at least 65% of its net assets at market value at the time of purchase in securities of non-U.S. companies.
Fund filings (PDF) »
Asset managers:
Andrew Euretig (Started: Feb 1, 2012)
Charles-Henri Hamker (Started: Feb 1, 2012)
Mark Yockey (Started: Dec 28, 1995)
Advisor Company:
Artisan Partners Limited Partnership
Fund family reports on Morningstar »
875 E. Wisconsin Avenue, Suite 800, 875 East Wisconsin Avenue Street 800, Milwaukee, WI 53202, USA

Risk

  1 year 3 years 5 years 10 years  
Alpha* -11.59 -0.78 1.21 1.32
Beta* 1.48 0.87 0.90 1.00
Mean annual return 1.25 0.33 0.66 0.37
R-squared* 79.94 76.80 79.05 92.21
Standard deviation 10.93 12.14 11.68 19.83
Sharpe ratio 1.30 0.29 0.66 0.20
* Against standard index

Top 10 holdings

Security Net Assets  
Deutsche Boerse AG (DBOEF) 4.49%  
Linde AG (LNAGF) 4.30%  
Alibaba Group Holding Ltd ADR (BABA) 3.80%  
Nestle SA (NSRGF) 3.68%  
Allianz SE (ALIZF) 3.59%  
Canadian Pacific Railway Ltd (CP) 3.57%  
ING Groep NV (INGVF) 3.45%  
Medtronic PLC (MDT) 3.40%  
Hsbc Bank Plc 3.27%  
Aon PLC (AON) 3.13%