Mutual Fund Insights: Artisan International Value Investor Fund (ARTKX)

In-depth Analysis of Artisan International Value Investor Fund (ARTKX)

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See Artisan International Value Investor Fund (ARTKX) performance details as of February 28, 2010

  

Last Trade: $23.67 on 3/19/2010, Change: -0.09 (-0.38%)

  

Fund Manager - Daniel J. OKeefe

Fund Manager Tenure: 3.4 years
Fundmojo Fund Grade: B (Score: 0.6)     (What does this score mean?)

Daniel J. OKeefe is portfolio manger with Artisan Partners. Prior to joining Artisan Partners in May 2002, Daniel J. OKeefe was employed by Harris Associates LP from July 1997 through May 2002, where Daniel J. OKeefe was an analyst.  Get more insights on Daniel J. OKeefe

  

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

Data for Artisan International Value Investor Fund (ARTKX) as of February 28, 2010

• Artisan International Value Investor Fund (ARTKX) management has been with Artisan International Value Investor Fund for 3.4 years
• Artisan International Value Investor Fund (ARTKX) has good Long-term performance (5-year return 5.28% vs 2.75 % Foreign Small/Mid Value category average)
• Artisan International Value Investor Fund (ARTKX) ratio of up-years vs down years is greater than 2
• Artisan International Value Investor Fund (ARTKX) has a Morningstar rating of 4 and above
• Artisan International Value Investor Fund (ARTKX) is less volatile than its peers as it has a 3-year Standard Deviation of 20.54, lower than category average of 26.66
• Artisan International Value Investor Fund (ARTKX) has a lower management fee than its Foreign Small/Mid Value average: 1.25% vs 1.51%
• Artisan International Value Investor Fund (ARTKX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

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

Data for Artisan International Value Investor Fund (ARTKX) as of February 28, 2010

• Artisan International Value Investor Fund is a focused fund with 40.60% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
• Artisan International Value Investor Fund (ARTKX) has a less-than-ideal short-term performance (1-year return 61.42% vs 67.46 % Foreign Small/Mid Value category average)
• Artisan International Value Investor Fund (ARTKX) has a less-than-ideal mid-term performance (3-year return -2.94% vs -7.49 % Foreign Small/Mid Value category average)
• Artisan International Value Investor Fund (ARTKX) has an annual stock turnover rate of 55.49% that is higher than the Foreign Small/Mid Value average of 50.98%. This could mean Artisan International Value Investor is more nimble, but also signal potential high tax impact and high trading fees

See Artisan International Value Investor Fund (ARTKX) performance details as of February 28, 2010

  

  

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Artisan International Value Investor Fund (ARTKX) Net Asset

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

Date	Net Asset
02/2010	$1.99B
01/2010	$1.99B
11/2009	$1.79B

More historic net asset information on Artisan International Value Investor Fund (ARTKX)

  

Artisan International Value Investor Fund (ARTKX) Portfolio Allocation

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

Date	Cash	Stock	Bond	Other
09/2009	9.28%	88.31%	2.42%	0%
06/2009	8.4%	91.6%	0%	0%
03/2009	7.55%	92.45%	0%	0%

Click here to see more historic asset allocation information on Artisan International Value Investor Fund (ARTKX)

  

Most Recent Top 10 Holdings in Artisan International Value Investor Fund (ARTKX)

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

30-Sep-09 EXPERIAN GROUP LTD [4.98%] Novartis [4.31%] Arch Capital Group Ltd. [4.3%] SIGNET JEWELERS LTD [4.22%] SPDR BARC MUNI ETF [4.22%] COVIDIEN PLC [4.19%] Pargesa Holding SA [3.89%] Guoco Group Ltd. [3.36%] UNILEVER PLC AMER [3.35%] Givaudan [3.27%]

30-Jun-09 SIGNET JEWELERS LTD [4.62%] EXPERIAN GROUP LTD [4.54%] COVIDIEN PLC [3.97%] Arch Capital Group Ltd. [3.87%] Noven Pharmaceuticals, Inc. [3.84%] NYSE Arca EQ Weigt Pharma Index [3.57%] SPDR BARC MUNI ETF [3.5%] TYCO ELECTRONICS [3.32%] UNILEVER PLC AMER [3.31%] Guoco Group Ltd. [3.29%]

31-Mar-09 Experian PLC [4.76%] Arch Capital Group Ltd. [4.17%] Novartis [3.93%] COVIDIEN LTD [3.91%] SIGNET JEWELERS LTD [3.82%] Adecco SA [3.4%] Samsung Electronics [3.31%] UNILEVER PLC AMER [3.28%] Publicis Groupe [3.25%] Panalpina Welttransport (Holding) AG [3.13%]

Click here for Stock Holding Change Map in Artisan International Value Investor Fund (ARTKX)

  

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Latest News on Artisan International Value Investor (ARTKX)

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See more information on Artisan International Value Investor Fund (ARTKX)

• Artisan International Value Investor Fund Insights
• Artisan International Value Investor Fund Performance Data
• Artisan International Value Investor Fund News
• Artisan International Value Investor Fund Score Explaination
• Artisan International Value Investor Fund Manager Information
• Historic Artisan International Value Investor Fund Asset Allocation Report
• Historic Artisan International Value Investor Fund Top 10 Holding Tracking
• Historic Artisan International Value Investor Fund Asset Under Management Tracking