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15 important things you should know about Artisan ARTIX mutual fund

Updated: September 09, 2020
83
Bull Case
  • 3-year return above the benchmark
  • 5-year return above the benchmark
  • 10-year return above the benchmark
  • 15-year return above the benchmark
  • No sales load or distribution fees
Bear Case
  • High expense ratio

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

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

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

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

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

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.

2. What are ARTIX top holdings?

ARTIX has 54 stock holdings and 0 bond holdings.

The top 10 holdings represent 40.29% of total assets. Here are the top holdings:

Name Symbol % Assets
Linde PLC LIN.L 6.49%
Deutsche Boerse AG DB1.DE 6.30%
Air Liquide SA AI.PA 4.71%
Nestle SA NESN 4.55%
AIA Group Ltd 01299.HK 3.81%
Aon PLC AON 3.48%
Amazon.com Inc AMZN 2.90%
Wirecard AG WDI.DE 2.89%
Medtronic PLC MDT 2.59%
Allianz SE ALV.DE 2.57%

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

ARTIX has generated the following returns:

  • 1-month return is 0.91%;
  • 3-month return is 8.89%;
  • 1-year return is 7.33%;
  • 3-year return is 6.77%;
  • 5-year return is 7.25%;
  • 10-year return is 7.84%;
  • 15-year return is 6.03%.

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

In the last 10 years, ARTIX had 5 up years and 5 down years.

5. What is ARTIX dividend yield?

ARTIX yield is 0.9%.

6. What is ARTIX minimum initial investment amount?

ARTIX minimum initial investment amount is N/A.

7. What is ARTIX expense ratio?

ARTIX expense ratio is 1.18%. The expense ratio of a fund is the total percentage of fund assets used for administrative, management, and all other expenses.

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

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

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

  • 1-year ax cost ratio is 1.37%;
  • 3-year ax cost ratio is 1.31%.

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

  • 3-year beta is 0.92;
  • 5-year beta is 0.93;
  • 10-year beta is 0.95.

11. What is ARTIX Sharpe ratio?

  • 3-year Sharpe ratio is 0.30;
  • 5-year Sharpe ratio is 0.20;
  • 10-year Sharpe ratio is 0.54.

Analysis

12. What is Finny Score? buy or sell?

Finny Score is 83. Our quantitative analysis shows 5 reasons to buy and 1 reason to sell it, resulting in the Finny Score of 83.

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

The following are ARTIX strengths from our perspective:

  • ARTIX 3-year return is 6.77%, which is higher than the 3-year return of the benchmark index (MSCI EAFE NR USD), 1.69%.
  • ARTIX 5-year return is 7.25%, which is higher than the 5-year return of the benchmark index (MSCI EAFE NR USD), 5.23%.
  • ARTIX 10-year return is 7.84%, which is higher than the 10-year return of the benchmark index (MSCI EAFE NR USD), 5.37%.
  • ARTIX 15-year return is 6.03%, which is higher than the 15-year return of the benchmark index (MSCI EAFE NR USD), 3.92%.
  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

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

The following are ARTIX weaknesses from our perspective:

  • ARTIX expense ratio is 1.18%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?
In the ARTIX review, we covered ARTIX 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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