ARTIX vs LISIX

Both ARTIX and LISIX are mutual funds. ARTIX has a higher 5-year return than LISIX (11.2% vs 10.15%). ARTIX has a higher expense ratio than LISIX (1.19% vs 0.81%). Below is the comparison between ARTIX and LISIX.

ARTIX LISIX
Security Type Mutual fund Mutual fund
Segment International Equity: Foreign Large Growth International Equity: Foreign Large Growth
Family Artisan Lazard
Net Assets $3.02B $5.88B
Expense Ratio 1.19% 0.81%
Management Style active active
Dividend Yield 0.21% 0.95%
Minimum Investment N/A $100,000.00
YTD Return 9.30% 8.82%
1-Year Return 2.46% 1.35%
3-Year Return 12.43% 11.52%
5-Year Return 11.20% 10.15%
10-Year Return 9.01% 8.90%

ARTIX description

The Fund seeks long-term capital growth by investing in a broadly diversified portfolio of international growth stocks, concentrating on industries or investment themes that present accelerating growth prospects and companies that capitalize on that growth.

ARTIX performance & returns

YTD Return 9.30%
1-Month Return 0.56%
3-Month Return 2.46%
1-Year Return 2.46%
3-Year Return 12.43%
5-Year Return 11.20%
10-Year Return 9.01%
ARTIX expense ratio is 1.19%.

ARTIX holdings

Top 10 Holdings (40.73% of Total Assets)

Name Symbol % Assets
Linde PLC LIN.L 5.88%
Deutsche Boerse AG DB1.DE 5.66%
Air Liquide SA AI.PA 4.45%
Alibaba Group Holding Ltd ADR BABA 4.10%
Nestle SA NESN 4.06%
Roche Holding AG Dividend Right Cert. ROG 3.94%
Aon PLC AON 3.52%
AIA Group Ltd 01299.HK 3.41%
Genmab A/S GMAB 2.94%
Deutsche Telekom AG DTE.DE 2.77%

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LISIX description

The Portfolio seeks long-term capital appreciation. The Portfolio invests primarily in equity securities, principally common stocks, of non-U.S. companies whose principal activities are located in countries represented by the Morgan Stanley Capital International Europe, Australasia and Far East Index.

LISIX performance & returns

YTD Return 8.82%
1-Month Return -0.87%
3-Month Return 1.35%
1-Year Return 1.35%
3-Year Return 11.52%
5-Year Return 10.15%
10-Year Return 8.90%
LISIX expense ratio is 0.81%.

LISIX holdings

Top 10 Holdings (28.97% of Total Assets)

Name Symbol % Assets
Nintendo Co Ltd 7974 3.83%
Sanofi SA SAN.PA 3.54%
Aon PLC AON 3.02%
Volkswagen AG Participating Preferred VOW3.DE 2.85%
Rio Tinto PLC RIO.L 2.78%
ABB Ltd ABBN 2.76%
Makita Corp 6586 2.70%
Medtronic PLC MDT 2.68%
SAP SE SAP.DE 2.43%
Enel SpA ENEL.MI 2.38%

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