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Artisan Value Investor Fund (ARTLX)

Fund performance review and position details on Artisan Value Investor Fund (ARTLX)

    Last Trade: $ on , Change: (0%)

Artisan Value Investor Fund (ARTLX) HighlightArtisan Value Investor Fund (ARTLX) Fund Summary

Artisan Value Investor Fund (ARTLX) statistics as of May 30, 2016

Category: Large Value
Fund Family: Artisan
Net Asset: $1.01B
Yield: 0.47%
Year-to-Date Return: 13.97%
Morningstar rating: 3

 

Artisan Value Investor Fund (ARTLX) CostArtisan Value Investor Fund (ARTLX) Cost

Artisan Value Investor Fund (ARTLX) various investment related cost

Initial Investment: 1,000
Total Expense Ratio (Large Value average): 1.00% (1.10%)
Max Front End Sales Load: 0%
Max Back End Sales Load: 0%
Annual Holdings Turnover: 74.07%

 

Artisan Value Investor Fund (ARTLX) PerformanceArtisan Value Investor Fund (ARTLX) Performance

Most current Artisan Value Investor Fund (ARTLX) Performance

1-month Performance (Large Value category median performance): -0.73% (1.19%)
3-month Performance (Large Value category median performance): 17.33% (9.56%)
1 Year Performance (Large Value category median performance): -0.73% (-2.36%)
3 Year Performance (Large Value category median performance): 5.78% (7.81%)
5 Year Performance (Large Value category median performance): 8.23% (9.15%)
Number of Years of positive return: 7 years
Number of Years of negative return: 2 years
3 year Alpha (Large Value category average): -4.61 (-2.66)
3 year Beta (Large Value category average): 1.01 (0.98)
3 year Sharpe Ratio: 0.45
3 year Treynor: 5.65

Artisan Value Investor Fund (ARTLX) topholdingTop Stock Holdings in Artisan Value Investor Fund (ARTLX)

See stock holding change map for more historic information

StockWeightingPrice change (15 mins delay)
Samsung Electronics Co Ltd5.75%0.00%
Apache Corporation Common Stock4.24%0.00%
Mosaic Company (The) Common Sto4.24%0.00%
Berkshire Hathaway Inc B4.16%0.00%
Goldcorp Inc4.11%0.00%
Devon Energy Corporation Common3.66%0.00%
Time Warner Inc. New Common Sto3.61%0.00%
Citigroup, Inc. Common Stock3.17%0.00%
Jacobs Engineering Group Inc. C3.08%0.00%
Goldman Sachs Group, Inc. (The)3.08%0.00%
*Note: The price change will reset to 0 after the midnight

 

Artisan Value Investor Fund (ARTLX) Portfolio AllocationArtisan Value Investor Fund (ARTLX) Fund Portfolio Allocation

Artisan Value Investor Fund (ARTLX) Fund Portfolio Allocation data as of 03/2016

Stock92.46%
Bond0%
Cash7.54%
Other0%

 

Artisan Value Investor Fund (ARTLX) CompareCompare with other Large Value category mutual funds

Below are some additional Large Value mutual funds generated out of our database

Fund1 Year3 year5 year
Artisan Value Investor-0.735.788.23
American Funds Washington Mutual R6 (RWMGX)2.339.9611.35 Compare
Invesco Diversified Dividend A (LCEAX)5.3410.8311.26 Compare
AB Growth and Income A (CABDX)2.169.1511.11 Compare

See top fund managers for Large Value Category Funds

 

Artisan Value Investor Fund (ARTLX) PerformanceOther Financial Data Web Sites on Artisan Value Investor Fund (ARTLX)

Addition research sites for Artisan Value Investor Fund (ARTLX)

 

Artisan Value Investor Fund (ARTLX) Related ResourcesSee more information on Artisan Value Investor (ARTLX) Fund

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