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ARTRX vs ANWPX

Both ANWPX and ARTRX are mutual funds. ANWPX has a lower 5-year return than ARTRX (18.9% vs 19.63%). ANWPX has a lower expense ratio than ARTRX (0.75% vs 1.14%). Below is the comparison between ANWPX and ARTRX.

ANWPX ARTRX
Security Type Mutual fund Mutual fund
Segment International Equity: World Large Stock International Equity: World Large Stock
Family American Funds Artisan
Net Assets $63.95B $1.50B
Expense Ratio 0.75% 1.14%
Management Style active active
Dividend Yield 0.12% 0.00%
Minimum Investment $1,000.00 $1,000.00
YTD Return 9.54% 5.64%
1-Year Return 6.10% 6.52%
3-Year Return 18.62% 19.33%
5-Year Return 18.90% 19.63%
10-Year Return 13.59% 14.87%

ANWPX description

The Fund seeks long-term growth of capital with future income as a secondary objective. The Fund seeks to take advantage of investment opportunities generated by changes in international trade patterns and economic and political relationships by investing in common stocks of companies located around the world.

ANWPX performance & returns

YTD Return 9.54%
1-Month Return 4.02%
3-Month Return 6.10%
1-Year Return 6.10%
3-Year Return 18.62%
5-Year Return 18.90%
10-Year Return 13.59%
ANWPX expense ratio is 0.75%.

ANWPX holdings

Top 10 Holdings (29.14% of Total Assets)

Name Symbol % Assets
Tesla Inc TSLA 6.51%
Capital Group Central Cash Fund N/A 4.27%
Amazon.com Inc AMZN 3.41%
Facebook Inc A FB 3.27%
Microsoft Corp MSFT 3.00%
Taiwan Semiconductor Manufacturing Co Ltd 2330.TW 2.81%
Mastercard Inc A MA 1.84%
Netflix Inc NFLX 1.57%
ASML Holding NV ASML 1.27%
PayPal Holdings Inc PYPL 1.19%

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ARTRX description

The Fund seeks maximum long-term capital growth. The Fund seeks to identify companies with franchise characteristics that are selling at attractive valuations and are benefiting from an accelerating profit cycle. The Fund looks for companies that are well positioned for long-term growth.

ARTRX performance & returns

YTD Return 5.64%
1-Month Return 3.74%
3-Month Return 6.52%
1-Year Return 6.52%
3-Year Return 19.33%
5-Year Return 19.63%
10-Year Return 14.87%
ARTRX expense ratio is 1.14%.

ARTRX holdings

Top 10 Holdings (36.86% of Total Assets)

Name Symbol % Assets
Techtronic Industries Co Ltd 00669.HK 5.07%
Lowe's Companies Inc LOW 4.83%
Fidelity National Information Services Inc FIS 4.06%
AstraZeneca PLC AZN.L 3.98%
Lonza Group Ltd LONN 3.65%
IHS Markit Ltd INFO 3.17%
Microsoft Corp MSFT 3.10%
Genmab A/S GMAB 3.08%
Advanced Micro Devices Inc AMD 3.03%
Danaher Corp DHR 2.89%

Other relevant ARTRX comparisons

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