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15 important things you should know about Artisan ARTHX mutual fund

Updated: September 09, 2020
67
Bull Case
  • 3-year return above the benchmark
  • 5-year return above the benchmark
  • 10-year return above the benchmark
  • No sales load or distribution fees
Bear Case
  • Low net assets
  • High expense ratio

Before we start: if you’re looking for ARTHX “stock” price, you can quickly find it out by visiting Finny and typing "ARTHX quote". If you’re looking for a quick scoop on ARTHX "stock" (price chart, key stats, buy or sell analysis and holdings), go to Finny and look for "ARTHX". You’ll get all this info in one place.

Are you looking to buy or sell ARTHX? Or perhaps you’re looking for ARTHX fact sheet, and learn about its alternatives? If so, you came to the right place.

In this ARTHX mutual fund review, we’ll address key questions our readers have been asking us about this fund, above and beyond what you can find in its prospectus, and on Morningstar or Yahoo Finance.

Here is what you’ll be able to find in this review:

  • Fact Sheet: ARTHX performance, returns, expense ratio, holdings and dividend yield;
  • Analysis: ARTHX buy or sell; the pros and cons of investing in ARTHX mutual fund;
  • Alternatives: other ETFs and mutual funds you should consider as alternatives to ARTHX.

And here is the list of questions we’ll answer:

  1. Describe Artisan Partners Funds, Inc: Artisan Global Equity Fund; Investor Shares (ARTHX).
  2. What are ARTHX holdings?
  3. What is ARTHX performance? What are ARTHX historical returns?
  4. How many up and down years did ARTHX have historically?
  5. What is ARTHX dividend yield?
  6. What is ARTHX minimum initial investment amount?
  7. What is ARTHX expense ratio?
  8. Does ARTHX have any sales loads or 12b-1 distribution expenses?
  9. What is ARTHX tax efficiency (tax-cost ratio)?
  10. What is ARTHX beta? How would you assess ARTHX risk?
  11. What is ARTHX Sharpe ratio?
  12. What is ARTHX Finny Score? ARTHX buy or sell?
  13. What are the pros of investing in ARTHX? What are ARTHX buy reasons?
  14. What are the cons of investing in ARTHX? What are ARTHX sell reasons?

So let’s start. Scroll down to the question that interests you the most.

Fact Sheet

1. Describe Artisan Partners Funds, Inc: Artisan Global Equity Fund; Investor Shares (ARTHX).

The Fund seeks maximum long-term capital growth. Under normal circumstances, the Fund invests 80% of its net assets in equity securities or instruments that have similar economic characteristics. The Fund may invest in equity securities both within and outside the U.S.

2. What are ARTHX top holdings?

ARTHX has 70 stock holdings and 0 bond holdings.

The top 10 holdings represent 30.01% of total assets. Here are the top holdings:

Name Symbol % Assets
Linde PLC LIN.L 4.07%
Deutsche Boerse AG DB1.DE 4.03%
Amazon.com Inc AMZN 3.74%
Fidelity National Information Services Inc FIS 3.74%
Lonza Group Ltd LONN 2.87%
Halozyme Therapeutics Inc HALO 2.50%
Air Liquide SA AI.PA 2.29%
La Francaise Des Jeux SA Ordinary Shares FDJ.PA 2.26%
Mastercard Inc A MA 2.26%
ACADIA Pharmaceuticals Inc ACAD 2.25%

3. What is ARTHX performance? What are ARTHX historical returns?

ARTHX has generated the following returns:

  • 1-month return is -0.84%;
  • 3-month return is 8.44%;
  • 1-year return is 17.61%;
  • 3-year return is 14.63%;
  • 5-year return is 12.82%;
  • 10-year return is 13.62%.

4. How many up and down years did ARTHX have historically?

In the last 10 years, ARTHX had 7 up years and 3 down years.

5. What is ARTHX dividend yield?

ARTHX yield is 0%.

6. What is ARTHX minimum initial investment amount?

ARTHX minimum initial investment amount is $1.00K.

7. What is ARTHX expense ratio?

ARTHX expense ratio is 1.26%. The expense ratio of a fund is the total percentage of fund assets used for administrative, management, and all other expenses.

8. Does ARTHX have any sales loads or 12b-1 distribution expenses?

ARTHX 12b-1 distribution fee is 0. ARTHX front-end sales load is 0. ARTHX back-end sales load is 0.

9. What is ARTHX tax efficiency (tax-cost ratio)?

  • 1-year ax cost ratio is 2.02%;
  • 3-year ax cost ratio is 2.34%.

10. What is ARTHX beta? How would you assess ARTHX risk?

  • 3-year beta is 0.88;
  • 5-year beta is 0.88;
  • 10-year beta is 0.87.

11. What is ARTHX Sharpe ratio?

  • 3-year Sharpe ratio is 0.85;
  • 5-year Sharpe ratio is 0.63;
  • 10-year Sharpe ratio is 0.93.

Analysis

12. What is Finny Score? buy or sell?

Finny Score is 67. Our quantitative analysis shows 4 reasons to buy and 2 reasons to sell it, resulting in the Finny Score of 67.

13. What are the pros of investing in ARTHX? What are ARTHX buy reasons?

The following are ARTHX strengths from our perspective:

  • ARTHX 3-year return is 14.63%, which is higher than the 3-year return of the benchmark index (MSCI ACWI NR USD), 8.25%.
  • ARTHX 5-year return is 12.82%, which is higher than the 5-year return of the benchmark index (MSCI ACWI NR USD), 10.5%.
  • ARTHX 10-year return is 13.62%, which is higher than the 10-year return of the benchmark index (MSCI ACWI NR USD), 9.28%.
  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

14. What are the cons of investing in ARTHX? What are ARTHX negatives?

The following are ARTHX weaknesses from our perspective:

  • ARTHX net assets are $125.60 million. This fund is not a popular choice with retail investors.
  • ARTHX expense ratio is 1.26%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?
In the ARTHX review, we covered ARTHX key stats (return, performance, yield, expense ratio, and holdings), buy and sell analysis, and alternative investments. If this review was helpful to you, feel free to check out other mutual fund and ETF reviews.
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