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Artisan International Investor (ARTIX) Fund Ranking and Research

Ranking, Research and Recommendation of Artisan International Investor (ARTIX) Fund

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Graph of Artisan International Investor Fund (ARTIX) ManagerFund Manager - Mark Yockey

Fund Manager Information

Fund Manager Tenure: 22.0 years
Fund Family: Artisan
Fund Category: Foreign Large Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: C (Score: 0.52)     (What does this score mean?)
Honorable Mentioning: Money Magazine (2011),

 

Graph of Artisan International Investor Fund (ARTIX) ProfileArtisan International Investor Fund (ARTIX) Profile

Fund Profile and Description

Artisan International Investor Fund seeks long-term capital growth. Artisan International Investor Fund substantially fully invests in common stocks and similar securities, and invests up to 65% of net assets at market value in stocks of foreign companies in a portfolio that is broadly diversified by country, industry and company. It invests primarily in developed markets but also may invest up to 20% of net assets at market value in emerging and less developed markets. Artisan International Investor Fund may invest up to 10% of net assets in equity-linked securities that provide economic exposure to a security of one or more non-U.S. companies without a direct investment in the underlying securities.

 

Artisan International Investor (ARTIX) Fund Strength What we like about Artisan International Investor (ARTIX) Fund

Data for Artisan International Investor Fund (ARTIX) as of May 30, 2016

  • Artisan International Investor Fund (ARTIX) management has been with Artisan International Investor Fund for 22.0 years
  • Artisan International Investor Fund (ARTIX) has good Long-term performance (5-year return 4.54% vs 2.51% Foreign Large Growth category median performance)
  • Artisan International Investor Fund (ARTIX) has an annual stock turnover rate of 45.02% vs Foreign Large Growth average of 52.29%. It is good that Artisan International Investor management does not trade extensively for its return.
  • Artisan International Investor Fund (ARTIX) has a lower expense ratio than its Foreign Large Growth average: 1.17% vs 1.30%
  • Artisan International Investor Fund (ARTIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Artisan International Investor Fund (ARTIX) Weakness What we are cautious about Artisan International Investor (ARTIX) Fund

Data for Artisan International Investor Fund (ARTIX) as of May 30, 2016

  • Artisan International Investor Fund (ARTIX) has a less-than-ideal short-term performance (1-year return -12.60% vs -7.92% Foreign Large Growth category median performance)
  • Artisan International Investor Fund (ARTIX) has a less-than-ideal mid-term performance (3-year return 2.19% vs 2.71% Foreign Large Growth category median performance)
  • Artisan International Investor Fund (ARTIX) ratio of up-years vs down years can be improved
  • Artisan International Investor Fund (ARTIX) has a Morningstar rating of 3 and below
  • Artisan International Investor Fund (ARTIX) is less safe compared to its Foreign Large Growth peers
  • Artisan International Investor Fund (ARTIX) does not have a good risk adjusted return as its 3-year Alpha of 2.05 is worse than category average of 2.16, and its 3-year Sharpe ratio is 0.22
  • Artisan International Investor Fund (ARTIX) is more volatile than its peers as it has a 3-year Standard Deviation of 13.1 that is higher than category average of 12.66
See Artisan International Investor Fund (ARTIX) performance details as of May 30, 2016

 

What do you think?

 

Compare Artisan International Investor Fund (ARTIX)Compare with other top Foreign Large Growth category mutual funds

Aadditional top Foreign Large Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Artisan International Investor-2.72-12.602.194.54
Fidelity Series International Growth F (FFIGX)0.51-4.945.284.99Compare
JOHCM International Select II (JOHAX)2.19-15.166.895.85Compare
Invesco International Growth R5 (AIEVX)1.69-6.914.253.48Compare

See top fund managers for Foreign Large Growth Category Funds

 

Compare Artisan International Investor Fund (ARTIX)Compare with Foreign Large Growth category ETFs

Some Foreign Large Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
AdvisorShares WCM/BNY MlnFcsd GR ADR ETF (AADR)000
iShares MSCI EAFE Growth (EFG)000
WisdomTree Global ex-US Dividend Gr ETF (DNL)000

 

Graph of Artisan International Investor Fund (ARTIX) Net Asset TrackingArtisan International Investor (ARTIX) Fund Net Asset

Track net asset change of Artisan International Investor fund (ARTIX)

DateNet Asset
05/2016$16.97B
03/2016$17.06B
02/2016$16.93B
More historic net asset information on Artisan International Investor Fund (ARTIX)

  

Graph of Artisan International Investor Fund (ARTIX) Portfolio TrackingArtisan International Investor (ARTIX) Fund Portfolio Allocation

Track portfolio allocation change of Artisan International Investor fund (ARTIX)

DateCashStockBondOther
03/20164.25%93.73%0%2.02%
12/20154.65%94.03%0%1.32%
09/20153.57%95.2%1.23%0%
Click here to see more historic asset allocation information on Artisan International Investor Fund (ARTIX)

 

graph of Artisan International Investor Fund (ARTIX) Top 10 Position TrackingTop 10 Holdings in Artisan International Investor (ARTIX) Fund

Discover what Artisan International Investor Fund (ARTIX) manager is buying

Mar 30, 2016
Medtronic plc. Ordinary Shares [4.93%]
Bayer AG [4.83%]
NESTLE SA CHAM ET VE [4.29%]
JAPAN TOBACCO [3.71%]
AIA Group Ltd [3.19%]
Liberty Global PLC C [2.88%]
Deutsche Boerse AG [2.54%]
Cognizant Technology Solutions [2.52%]
Aon plc Class A Ordinary Shares [2.51%]
Linde AG [2.35%]

Dec 30, 2015
Medtronic plc. Ordinary Shares [4.98%]
Bayer AG [4.34%]
Baidu, Inc. [3.85%]
AIA Group Ltd [3.63%]
NESTLE SA CHAM ET VE [2.94%]
ROCHE HLDG AG DIV RT [2.87%]
TENCENT HOLDINGS LTD [2.85%]
SYNGENTA AG BASEL [2.62%]
Liberty Global PLC Class C [2.61%]
Delphi Automotive PLC [2.46%]

Sep 29, 2015
Bayer AG [4.67%]
Medtronic plc. Ordinary Shares [4.59%]
Baidu, Inc. [3.89%]
AIA Group Ltd [3.34%]
NESTLE SA CHAM ET VE [3.06%]
ROCHE HLDG AG DIV RT [2.92%]
TOYOTA MOTOR CORP LT [2.81%]
Linde AG [2.77%]
ASML HLDG NV ORD SHS [2.73%]
Liberty Global PLC Class C [2.66%]
Click here for Stock Holding Change Map in Artisan International Investor Fund (ARTIX)

  

Latest News on Artisan International Investor (ARTIX) Fund

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Artisan International Investor Fund (ARTIX) Related ResourcesSee more information on Artisan International Investor (ARTIX) Fund

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