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Artisan International Fund Investor Class – ARTIX Fund Overview

Last PriceToday's Change52-Week RangeTrading Volume
25.670.29 (+1.14%)25.38 - 32.630.0

Market data as of 6:05PM 02/10/16. Quotes are delayed by at least 15 min.

Overview - ARTIX

The investment seeks maximum long-term capital growth. The fund invests primarily in developed markets but also may invest up to 35% of the fund's total assets at market value at the time of purchase in emerging and less developed markets. Under normal market conditions, the fund is substantially fully invested in common stocks and similar securities, and invests at least 65% of its net assets at market value at the time of purchase in securities of non-U.S. companies.

Growth of $10,000 (10 Years)

Total Return8.86%
Yield (Trailing 12 Mo.)0.48%
Expense Ratio1.17%
Front LoadNone
Deferred LoadNone
Minimum Investment$1,000
Management Tenure20 Years
Fund Inception12/28/1995

Trailing Total Returns - ARTIX

as of 01/31/2016
TimeframeARTIXS&P 500Foreign Large Growth
1 Month-6.42%-4.96%-6.00%
3 Month-7.49%-6.18%-7.68%
1 Year-11.30%-0.67%-5.76%
3 Year2.10%11.30%1.64%
5 Year4.95%10.91%2.50%
10 Year3.71%6.48%2.61%
Since Inception8.86%10.33%--

Sector Allocation - ARTIX

as of 01/31/2016
Basic Materials
Consumer Cyclical
Financial Services
Real Estate
Consumer Defensive
Communication Services

Asset Allocation - ARTIX

as of 01/31/2016
By PercentShort0%LongNet
Foreign Stock0.00
Foreign Bond0.00
Total Net Assets$18.19B
Total Stock Holdings66
Total Bond Holdings0

Top Ten Holdings - ARTIX

as of 01/31/2016
CompanyYTD Return% of Assets
Bayer AG--4.34%
AIA Group Ltd--3.63%
Nestle SA--2.94%
Roche Holding AG Dividend Right Cert.--2.87%
Tencent Holdings Ltd--2.85%
Syngenta AG--2.62%

Valuation & Growth - ARTIX

as of 01/31/2016
ValuationARTIXCategory Range
Price/Cash Flow12.99
Dividend Yield1.75
LT Earnings10.1
Historical Earnings11.87
Sales Growth1.9
Cash-Flow Growth8.75
Book-Value Growth7.59
Key:  Lo 

Morningstar Summary - ARTIX, 3 Year

Management Style
Large Cap
Medium Cap
Small Cap
Ratingvs Category
RiskAbove Avg
ReturnAbove Avg
Key:  Lo 

Tax Analysis - ARTIX, 3 Year Avg

Pretax Return2.10%
Tax-adjusted Return1.78%
Tax Cost Ratio0.31%
Potential Cap Gains2.70%

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