Morningstar

Artisan International Small-Mid Investor ARTJX

Morningstar Medalist Rating
Medalist Rating as of | See Artisan Partners Investment Hub
  • NAV / 1-Day Return 18.30  /  −0.66 %
  • Total Assets 4.7 Bil
  • Adj. Expense Ratio
    1.310%
  • Expense Ratio 1.310%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Foreign Small/Mid Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 1,000
  • Status Limited
  • TTM Yield 0.00
  • Turnover 26%

USD | NAV as of Oct 04, 2024 | 1-Day Return as of Oct 04, 2024, 10:41 PM GMT+0

Morningstar’s Analysis ARTJX

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

  • People Pillar

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

Greater conviction earns this fund an upgrade.

Senior Analyst Jack Shannon

Jack Shannon

Senior Analyst

Summary

We have qualitatively reviewed this strategy and reaffirmed its Process and People ratings. Artisan International Small-Mid continues to benefit from an excellent manager, and while performance over the trailing 12 months through July 2024 was middling owing to idiosyncratic headwinds in some longtime holdings, its long-term attractiveness remains intact. The following text is from Aug. 11, 2023.

by Jack Shannon
Rated on Published on

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Portfolio Holdings ARTJX

More ARTJX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 21.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NICE Ltd ADR

3.34 146.1 Mil
Technology

ConvaTec Group PLC

2.90 126.8 Mil
Healthcare

Ambu A/S Class B

2.27 99.3 Mil
Healthcare

Alcon Inc

2.18 95.3 Mil
Healthcare

Jet2 PLC Ordinary Shares

2.05 89.8 Mil
Consumer Cyclical

Swedish Orphan Biovitrum AB

2.01 88.0 Mil
Healthcare

CyberArk Software Ltd

1.77 77.2 Mil
Technology

Glaukos Corp

1.73 75.5 Mil
Healthcare

Fabrinet

1.71 74.6 Mil
Technology

Rotork PLC

1.65 72.3 Mil
Industrials

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