Artisan International Fund (ARTIX)

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Artisan International Fund (ARTIX) is a popular international stock mutual fund. This equity fund invests in non US stocks located in developed markets. It may invest in emerging and less developed markets.

This best fund is managed by Mark L. Yockey, Andrew J. Euretig, and Charles-Henri Hamker. The current dividend yield is 0.73%. The annual expense ratio fee is 1.17%. The portfolio turnover rate is 46%. The current total net assets are $19 billion.

ARTIX Fund Profile

    Artisan International Fund (ARTIX)
  • Fund Inception Date: 12/28/195
  • Ticker Symbol: ARTIX
  • CUSIP: 04314H204
  • Beta (3yr): 0.87
  • Rank in category (YTD): 83%
  • Category: Foreign Large Growth
  • Distribution Yield: 0.73%
  • Capital Gains: -
  • Expense Ratio: 1.17%
  • Net Assets: $ 19.58 billion
  • Number of Years Up: 13 years
  • Number of Years Down: 6 years
  • Annual Turnover Rate: 46%

Artisan International Fund Performance

This Artisan fund has returned 12.36% over the past 3 year, and 10.27% over the past 5 year. Morningstar has ranked this stock fund with 4 star and silver rating. in 2014, it has a total return of -0.97%. The past 5 year performance:
  • Year 2015: 4.24% (YTD)
  • Year 2014: -.097%
  • Year 2013: 25.18%
  • Year 2012: 25.39%
  • Year 2011: -7.26%
Top 5 stocks in its portfolio are Baidu Inc ADR, Bayer AG, AIA Group Ltd, Toyota Motor Corp, and Medtronic PLC. Top 3 sectors are healthcare, consumer cyclical, and technology. Top 3 asset allocation are Non US stock (82%), Other (6.5%), and US stock (6%).

Goods & Bads

Pros:
  • The fund performance has been above average.
  • The mutual fund has no sales load.
Cons:
  • The expense fee is slightly higher than index mutual fund.
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