ARTZX vs HLEMX

Both ARTZX and HLEMX are mutual funds. ARTZX has a higher 5-year return than HLEMX (1.73% vs -0.93%). ARTZX has a higher expense ratio than HLEMX (1.35% vs 1.28%). Below is the comparison between ARTZX and HLEMX.

ARTZX HLEMX
Security Type Mutual fund Mutual fund
Segment International Equity: Diversified Emerging Market International Equity: Diversified Emerging Market
Family Artisan Partners Funds Inc Harding Loevner
Net Assets $49.40M $2.65B
Expense Ratio 1.35% 1.28%
Management Style active active
Dividend Yield 1.35% 0.79%
Minimum Investment $1,000.00 N/A
YTD Return -25.18% -25.61%
1-Year Return -20.96% -23.16%
3-Year Return 1.18% -1.90%
5-Year Return 1.73% -0.93%
10-Year Return 3.39% 3.05%

ARTZX

ARTZX description

The Fund seeks maximum long-term capital growth. Under normal market conditions, the Fund invests no less than 80% of its net assets in equity securities of foreign companies domiciled, headquartered, or whose primary business activities or principal trading markets are located in emerging markets.

ARTZX performance & returns

YTD Return -25.18%
1-Month Return -5.93%
3-Month Return -20.96%
1-Year Return -20.96%
3-Year Return 1.18%
5-Year Return 1.73%
10-Year Return 3.39%
ARTZX expense ratio is 1.35%.

ARTZX holdings

Top 10 Holdings (45.93% of Total Assets)

Name Symbol % Assets
Alibaba Group Holding Ltd ADR BABA 10.37%
Taiwan Semiconductor Manufacturing Co Ltd 2330.TW 8.21%
Samsung Electronics Co Ltd 005930.KS 7.07%
Reliance Industries Ltd RELIANCE.B 3.84%
Prosus NV Ordinary Shares - Class N PRX 3.32%
MercadoLibre Inc MELI.SA 3.17%
Polyus PJSC ADR PLZL 3.03%
Sino Biopharmaceutical Ltd 01177.HK 2.62%
MediaTek Inc 2454.TW 2.27%
Zhuzhou CRRC Times Electric Co Ltd Class H 03898 2.03%

ARTZX pros

The following are ARTZX strengths from our perspective:

  • ARTZX 10-year return is 3.39%, which is in line with the 10-year return of the benchmark index (MSCI EM NR USD), 3.75%.
  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

ARTZX cons

The following are ARTZX weaknesses from our perspective:

  • ARTZX net assets are $49.40 million. This fund is not a popular choice with retail investors.
  • ARTZX 3-year return is 1.18%, which is lower than the 3-year return of the benchmark index (MSCI EM NR USD), 3.74%.
  • ARTZX 5-year return is 1.73%, which is lower than the 5-year return of the benchmark index (MSCI EM NR USD), 3.14%.
  • ARTZX expense ratio is 1.35%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?

Other relevant ARTZX comparisons

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HLEMX

HLEMX description

The Fund seeks long-term capital appreciation through investments in equity securities of companies based in emerging markets. Under normal market and economic conditions, the Fund invests primarily in companies that are based in emerging and frontier markets, and normally holds investments across at least 15 countries.

HLEMX performance & returns

YTD Return -25.61%
1-Month Return -4.57%
3-Month Return -23.16%
1-Year Return -23.16%
3-Year Return -1.90%
5-Year Return -0.93%
10-Year Return 3.05%
HLEMX expense ratio is 1.28%.

HLEMX holdings

Top 10 Holdings (34.95% of Total Assets)

Name Symbol % Assets
Taiwan Semiconductor Manufacturing Co Ltd 2330.TW 5.86%
Tencent Holdings Ltd 00700 5.23%
Samsung Electronics Co Ltd GDR SMSN.KS 4.55%
EPAM Systems Inc EPAM 3.50%
Alibaba Group Holding Ltd Ordinary Shares 09988 3.08%
Alibaba Group Holding Ltd ADR BABA 2.97%
LG Household & Health Care Ltd 051900.KS 2.74%
AIA Group Ltd 01299.HK 2.65%
Tata Consultancy Services Ltd TCS.BO 2.30%
Sberbank of Russia PJSC ADR SBER 2.07%

HLEMX pros

The following are HLEMX strengths from our perspective:

  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

HLEMX cons

The following are HLEMX weaknesses from our perspective:

  • HLEMX 3-year return is -1.9%, which is lower than the 3-year return of the benchmark index (MSCI EM NR USD), 3.74%.
  • HLEMX 5-year return is -0.93%, which is lower than the 5-year return of the benchmark index (MSCI EM NR USD), 3.14%.
  • HLEMX 10-year return is 3.05%, which is lower than the 10-year return of the benchmark index (MSCI EM NR USD), 3.75%.
  • HLEMX 15-year return is 1.93%, which is lower than the 15-year return of the benchmark index (MSCI EM NR USD), 2.56%.
  • HLEMX expense ratio is 1.28%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?

Other relevant HLEMX comparisons

You may also want to check out the following HLEMX comparisons that investors often look for on Finny

Or use Finny's Comparison Tool to create a comparison you'd like to see.
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