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Artisan International Value Investor (ARTKX) Fund Ranking and Research

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

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Graph of Artisan International Value Investor Fund (ARTKX) ManagerFund Manager - N. David Samra

Fund Manager Information

Fund Manager Tenure: 15.2 years
Fund Family: Artisan
Fund Category: Foreign Large Blend
Fund Performance: May 30, 2016
Fundmojo Fund Grade: *Master* (Score: 0.86)     (What does this score mean?)
N. David Samra is a managing director of Artisan and lead portfolio manager for Artisan and the firm's non-U.S. value separate account portfolios. Prior to joining Artisan, Mr. Samra was a portfolio manager and a senior analyst in international equities at Harris Associates LP, from August 1997 through May 2002. Before that, he was a portfolio manager with Montgomery Asset Management, Global Equities Division from June 1993 through August 1997.  Get more insights on N. David Samra

 

Graph of Artisan International Value Investor Fund (ARTKX) ProfileArtisan International Value Investor Fund (ARTKX) Profile

Fund Profile and Description

Artisan International Value Investor Fund seeks to maximize long-term capital growth. Artisan International Value Investor Fund normally invests no less than 80% of net assets at market value at the time of purchase in common stocks and other equity securities of non-U.S. companies, including up to 20% of net assets at market value at the time of purchase in emerging and less developed markets. It invests in at least five countries outside the U.S. and does not invest more than 35% of net assets at market value at the time of purchase in any single country. The maximum investment in any single industry is 25% of net assets at market value at the time of purchase.

 

Artisan International Value Investor (ARTKX) Fund Strength What we like about Artisan International Value Investor (ARTKX) Fund

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

  • Artisan International Value Investor Fund (ARTKX) management has been with Artisan International Value Investor Fund for 15.2 years
  • Artisan International Value Investor Fund (ARTKX) has good short-term performance (1-year return -4.90% vs -10.09% Foreign Large Blend category median performance)
  • Artisan International Value Investor Fund (ARTKX) has good mid-term performance (3-year return 6.06% vs 1.82% Foreign Large Blend category median performance)
  • Artisan International Value Investor Fund (ARTKX) has good Long-term performance (5-year return 6.97% vs 1.53% Foreign Large Blend category median performance)
  • Artisan International Value Investor Fund (ARTKX) has a Morningstar rating of 4 and above
  • Asset base in Artisan International Value Investor Fund (ARTKX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Artisan International Value Investor Fund (ARTKX) has an annual stock turnover rate of 23.74% vs Foreign Large Blend average of 44.90%. It is good that Artisan International Value Investor management does not trade extensively for its return.
  • Artisan International Value Investor Fund (ARTKX) is less volatile than its peers as it has a 3-year Standard Deviation of 11.47, lower than category average of 12.81
  • Artisan International Value Investor Fund (ARTKX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

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

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

  • Artisan International Value Investor Fund (ARTKX) ratio of up-years vs down years can be improved
  • Artisan International Value Investor Fund (ARTKX) has a higher expense ratio of 1.17% than its Foreign Large Blend average of 1.14%
See Artisan International Value Investor Fund (ARTKX) performance details as of May 30, 2016

 

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Compare Artisan International Value Investor Fund (ARTKX)Compare with other top Foreign Large Blend category mutual funds

Aadditional top Foreign Large Blend mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Artisan International Value Investor2.65-4.906.066.97
Parametric International Equity Investor (EAISX)1.60-4.953.802.79Compare
INTECH International Mgd Volatility T (JRMTX)1.29-2.474.563.43Compare
BBH International Equity N (BBHEX)2.09-7.192.572.35Compare

See top fund managers for Foreign Large Blend Category Funds

 

Compare Artisan International Value Investor Fund (ARTKX)Compare with Foreign Large Blend category ETFs

Some Foreign Large Blend ETFs for your consideration

ETFYear to DateOne YearThree Year
AdvisorShares Madrona International ETF (FWDI)000
Vanguard Total International Stock ETF (VXUS)000
iShares MSCI EAFE Minimum Volatility (EFAV)000
Schwab International Equity ETF (SCHF)000
PowerShares Intl Div Achiev ETF (PID)000

 

Graph of Artisan International Value Investor Fund (ARTKX) Net Asset TrackingArtisan International Value Investor (ARTKX) Fund Net Asset

Track net asset change of Artisan International Value Investor fund (ARTKX)

DateNet Asset
05/2016$11.38B
03/2016$11.06B
02/2016$10.27B
More historic net asset information on Artisan International Value Investor Fund (ARTKX)

  

Graph of Artisan International Value Investor Fund (ARTKX) Portfolio TrackingArtisan International Value Investor (ARTKX) Fund Portfolio Allocation

Track portfolio allocation change of Artisan International Value Investor fund (ARTKX)

DateCashStockBondOther
03/201610.09%89.88%0%0.03%
12/201514.28%85.72%0%0%
09/201513.61%86.39%0%0%
Click here to see more historic asset allocation information on Artisan International Value Investor Fund (ARTKX)

 

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

Discover what Artisan International Value Investor Fund (ARTKX) manager is buying

Mar 30, 2016
Compass Group PLC [5.11%]
Samsung Electronics Co Ltd [4.68%]
UBS Group AG Registered Ordinar [4.4%]
Arch Capital Group Ltd. [3.98%]
ABB LTD ZUERICH [3.94%]
RELX PLC [3.58%]
Baidu, Inc. [3.58%]
ING GROEP NV CERT [3.37%]
ROYAL BK SCOTL GR [3.27%]
Medtronic plc. Ordinary Shares [3.19%]

Dec 30, 2015
Compass Group PLC [5.06%]
UBS Group AG Registered Ordinar [4.51%]
Samsung Electronics Co Ltd [4.3%]
ROYAL BANK OF SCOTLAND GROUP PL [3.94%]
RELX PLC [3.91%]
Arch Capital Group Ltd. [3.9%]
ING GROEP NV CERT [3.69%]
Baidu, Inc. [3.37%]
Medtronic plc. Ordinary Shares [3.25%]
ABB LTD ZUERICH [3.24%]

Sep 29, 2015
Compass Group PLC [4.84%]
UBS Group AG Registered Ordinar [4.41%]
Arch Capital Group Ltd. [4.31%]
ING GROEP NV CERT [3.99%]
ROYAL BK SCOTL GR [3.99%]
Samsung Electronics Co Ltd [3.98%]
RELX PLC [3.96%]
ABB LTD ZUERICH [3.27%]
Tesco PLC [3.19%]
Medtronic plc. Ordinary Shares [2.94%]
Click here for Stock Holding Change Map in Artisan International Value Investor Fund (ARTKX)

  

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Artisan International Value Investor Fund (ARTKX) Related ResourcesSee more information on Artisan International Value Investor (ARTKX) Fund

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