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Artisan International Value Fund;Investor

NAS: ARTKX

GO
/zigman2/quotes/207322356/realtime

$

40.34

Change

+0.26 +0.65%

Nov 29, 2021

YTD return

10.65%

5 yr avg return

9.75%

Total net assets

2.79B

52 week low

52 week high

$37.08

$47.03

Yield

0.19%

Fees & Expenses

Front load

0.00%

Deferred load

0.00%

Max. redemption fee

0.00%

Total expense ratio

1.19%

12 b-1

n/a

Turnover

28.00%

Expense Calculator

Amt Invested:

Timeframe:

Total expense ratio:

Front load:

Deferred load:

Expense projection:

Estimated Total:

* Expense Calculator results are based on the fund's past performance. Preferred load may be less. Check with your fund company for exact values.

Distributions

Income dividend

1.07

Dividend freq.

Annually

Capital gain (2020)

0.25

Capital gain (YTD)

n/a

Risk Measures

Alpha

-0.52

Beta

0.99

Standard deviation

5.75

R. squared

0.79

Min. Investment

Standard (taxable)

1000

IRA

n/a

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/news/latest/company/us/artkx

MarketWatch News on ARTKX

  1. Which Firms Have the Priciest Mutual Funds?

    4:09 p.m. Jan. 8, 2018

    - Barron's Online

  2. Fund Managers Who Invest Elsewhere

    3:11 a.m. July 12, 2014

    - Barron's Online

  3. The Jennifer Lawrence of investing?

    8:36 a.m. Jan. 22, 2014

    - Chuck Jaffe

  4. Value Is Where You Find It

    3:54 a.m. Nov. 16, 2013

    - Barron's Online

  5. Be choosy about international stock funds in 2013

    5:48 p.m. Jan. 2, 2013

    - Rachel Koning Beals

  6. Good News Out of Europe? Fund Managers Say, "Eh."

    4:01 p.m. Sept. 11, 2012

    - Barron's Online

  7. Morningstar and the winner’s curse

    2:56 p.m. Jan. 4, 2012

    - MarketWatch

  8. Investment advisers’ foreign-equity picks

    12:01 a.m. Feb. 1, 2011

    - Mark Hulbert

  9. audio content Morningstar's 'best funds' list comes up short

    12:29 p.m. Dec. 4, 2009

    - Chuck Jaffe

  10. 'Best funds' list brings out the worst

    6:01 a.m. Dec. 4, 2009

    - Chuck Jaffe

  11. International, emerging markets still in favor, editor says

    10:51 a.m. July 9, 2007

    - MarketWatch

  12. Market trends favor large-cap U.S. stock funds, analyst says

    7:44 p.m. Jan. 31, 2007

    - MarketWatch

  13. audio content Markets turn toward large-caps

    10:14 a.m. March 7, 2007

    - Bill Disbrow

  14. audio content Markets turn toward large-caps

    7:16 p.m. Jan. 31, 2007

    - Bill Disbrow

  15. audio content Time to ease up on emerging markets

    3:57 p.m. Aug. 9, 2006

    - Bill Disbrow

  16. Nine low-cost international funds with high potential

    9:47 p.m. Sept. 9, 2005

    - Jonathan Burton

  17. Virtues of newsletter independence clear in fund arena

    11:43 p.m. April 18, 2005

    - Mark Hulbert

  18. Funds that work in a flat market

    10:24 a.m. Feb. 23, 2005

    - Thurman Smith

  19. Loading more headlines...

Lipper Leader

Total Return: 5 Consistent Return: 5 Preservation: 3 Tax Efficiency: 2 Expense: 2

YTD Lipper Ranking: Quintile 1 (7th percentile)

Lipper Ranking & Performance

Fund return Category Index
(S&P 500)
% rank in category Quintile rank
YTD 10.65% 6.91% 23.90% 7% 1
1yr 16.45% 11.49% 28.40% 6% 1
3yr 12.01% 10.60% 21.90% 24% 2
5yr 9.75% 8.84% 17.90% 27% 2
10yr 10.7% 7.54% 17.1% 3% 1

Calculate Growth of 10k

Starting year:

Initial amount USD:

Estimated current value USD:

$89,557

Fund Comparison

Compare: Returns Risk Fees Holdings

Find Another Fund

Investment focus:

Net assets:

Return timeframe:

Fund Details

Category

International Large-Cp Core Fds

Fund family

Artisan Funds

Fund status

Closed

Fund inception

September 23, 2002

Manager

Samra/McGonigle/Vari

Investment Policy

The Fund seeks maximum long-term capital growth by investing in a portfolio of undervalued non-U.S. companies.

Top Holdings

Company Symbol % of total net assets
Suncor Energy Inc. SU 1.73
Samsung Electronics Co Ltd n/a 1.77
Sodexo S.A. SDXOF 1.8
Imperial Oil Ltd. IMO 1.87
CRH PLC CRHCF 1.92
Lloyds Banking Group PLC LLDTF 1.99
Alibaba Group Holding Ltd. BABAF 2.16
Compagnie Financiere Richemont S.A. CFRHF 2.2
Fresenius Medical Care AG & Co. KGaA FMCQF 2.43
UBS Group AG UBS 2.71
Groupe Bruxelles Lambert S.A. GBLBF 2.8
NAVER Corp. NHNCF 2.82
RELX PLC RLXXF 3.15
Danone S.A. GPDNF 3.4
Alimentation Couche Tard Inc. Cl B ANCUF 3.6
Novartis AG NVSEF 3.64
ABB Ltd. ABLZF 3.75
HCL Technologies Ltd ORD n/a 3.79
Federated Hermes Treasury Obligations Fd;Inst n/a 3.81
Arch Capital Group Ltd. ACGL 3.93
BlackRock Liquidity T-Fund;Institutional n/a 3.93
ING Groep N.V. INGVF 3.98
Compass Group PLC CMPGF 4.31
Samsung Electronics Co. Ltd. SSNLF 4.34
/news/nonmarketwatch/company/us/artkx

Other News on ARTKX

  1. Morningstar's U.S. Fund Manager of the Year nominees are out

    10:57 a.m. Jan. 12, 2017

    - Seeking Alpha

  2. Find Mutual-Fund Managers Who Eat Their Own Cooking

    1:33 a.m. July 6, 2015

    - The Wall Street Journal Interactive Edition

  3. Morningstar: Four equity funds with above-average fees

    10:25 a.m. May 4, 2015

    - Seeking Alpha

  4. Investing 101: Learning The Hard Way

    9:14 a.m. April 29, 2015

    - Seeking Alpha

  5. Fund Managers Who Invest Elsewhere

    3:11 a.m. July 12, 2014

    - Barrons.com

  6. Value Is Where You Find It

    3:54 a.m. Nov. 16, 2013

    - Barrons.com

  7. Should You Cash In With Artisan Partners?

    4:43 a.m. Feb. 28, 2013

    - InvestorPlace.com

  8. Good News Out of Europe? Fund Managers Say, "Eh."

    4:00 p.m. Sept. 11, 2012

    - Barrons.com

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