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15 important things you should know about Artisan ARTJX mutual fund

Updated: September 09, 2020
71
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
  • Low net assets
  • High expense ratio

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

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

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

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

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

The Fund seeks long-term capital growth by investing at least 80% of its net assets in stocks of small foreign companies (market capitalization of less than $3 billion).

2. What are ARTJX top holdings?

ARTJX has 127 stock holdings and 0 bond holdings.

The top 10 holdings represent 20.55% of total assets. Here are the top holdings:

Name Symbol % Assets
NICE Ltd ADR NICE 3.18%
Tecan Group Ltd TECN 2.55%
MorphoSys AG MOR.DE 2.43%
SG Holdings Co Ltd 9143 2.20%
Azbil Corp 6845 2.10%
OBIC Co Ltd 4684 1.85%
Morinaga & Co Ltd 2201 1.69%
Cree Inc CREE 1.57%
Jeol Ltd 6951 1.50%
Belimo Holding AG BEAN 1.48%

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

ARTJX has generated the following returns:

  • 1-month return is 1.27%;
  • 3-month return is 9.97%;
  • 1-year return is 24.15%;
  • 3-year return is 10.87%;
  • 5-year return is 9.45%;
  • 10-year return is 9.01%;
  • 15-year return is 8.25%.

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

In the last 10 years, ARTJX had 6 up years and 4 down years.

5. What is ARTJX dividend yield?

ARTJX yield is 0.14%.

6. What is ARTJX minimum initial investment amount?

ARTJX minimum initial investment amount is N/A.

7. What is ARTJX expense ratio?

ARTJX expense ratio is 1.36%. The expense ratio of a fund is the total percentage of fund assets used for administrative, management, and all other expenses.

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

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

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

  • 1-year ax cost ratio is 0.06%;
  • 3-year ax cost ratio is 4.96%.

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

  • 3-year beta is 1.04;
  • 5-year beta is 0.96;
  • 10-year beta is 0.96.

11. What is ARTJX Sharpe ratio?

  • 3-year Sharpe ratio is 0.48;
  • 5-year Sharpe ratio is 0.33;
  • 10-year Sharpe ratio is 0.59.

Analysis

12. What is Finny Score? buy or sell?

Finny Score is 71. Our quantitative analysis shows 5 reasons to buy and 2 reasons to sell it, resulting in the Finny Score of 71.

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

The following are ARTJX strengths from our perspective:

  • ARTJX 3-year return is 10.87%, which is higher than the 3-year return of the benchmark index (MSCI ACWI Ex USA SMID NR USD), 1.26%.
  • ARTJX 5-year return is 9.45%, which is higher than the 5-year return of the benchmark index (MSCI ACWI Ex USA SMID NR USD), 6.55%.
  • ARTJX 10-year return is 9.01%, which is higher than the 10-year return of the benchmark index (MSCI ACWI Ex USA SMID NR USD), 5.65%.
  • ARTJX 15-year return is 8.25%, which is higher than the 15-year return of the benchmark index (MSCI ACWI Ex USA SMID NR USD), 5.35%.
  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

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

The following are ARTJX weaknesses from our perspective:

  • ARTJX net assets are $262.40 million. This fund is not a popular choice with retail investors.
  • ARTJX expense ratio is 1.36%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?
In the ARTJX review, we covered ARTJX 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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