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15 important things you should know about Artisan ARTKX mutual fund

Updated: September 09, 2020
67
Bull Case
  • 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
  • 3-year return below the benchmark
  • High expense ratio

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

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

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

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

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

The Fund seeks maximum long-term capital growth by investing in a portfolio of undervalued non-U.S. companies.

2. What are ARTKX top holdings?

ARTKX has 39 stock holdings and 0 bond holdings.

The top 10 holdings represent 43.85% of total assets. Here are the top holdings:

Name Symbol % Assets
Samsung Electronics Co Ltd 005930.KS 6.42%
ABB Ltd ABBN 5.43%
Compass Group PLC CPG.L 4.73%
Arch Capital Group Ltd ACGL 4.64%
RELX PLC REL.L 4.02%
UBS Group AG UBSG 4.02%
Novartis AG NOVN 3.84%
NAVER Corp 035420.KS 3.79%
Fresenius Medical Care AG & Co. KGaA FME.DE 3.59%
Cie Financiere Richemont SA CFR 3.37%

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

ARTKX has generated the following returns:

  • 1-month return is 3.29%;
  • 3-month return is 6.41%;
  • 1-year return is 3.24%;
  • 3-year return is 0.94%;
  • 5-year return is 5.24%;
  • 10-year return is 7.93%;
  • 15-year return is 7.23%.

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

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

5. What is ARTKX dividend yield?

ARTKX yield is 1.39%.

6. What is ARTKX minimum initial investment amount?

ARTKX minimum initial investment amount is N/A.

7. What is ARTKX expense ratio?

ARTKX expense ratio is 1.24%. The expense ratio of a fund is the total percentage of fund assets used for administrative, management, and all other expenses.

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

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

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

  • 1-year ax cost ratio is 0.8%;
  • 3-year ax cost ratio is 1.22%.

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

  • 3-year beta is 1.09;
  • 5-year beta is 1.00;
  • 10-year beta is 0.91.

11. What is ARTKX Sharpe ratio?

  • 3-year Sharpe ratio is -0.07;
  • 5-year Sharpe ratio is 0.12;
  • 10-year Sharpe ratio is 0.55.

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 ARTKX? What are ARTKX buy reasons?

The following are ARTKX strengths from our perspective:

  • ARTKX 5-year return is 5.24%, which is higher than the 5-year return of the benchmark index (MSCI EAFE NR USD), 5.23%.
  • ARTKX 10-year return is 7.93%, which is higher than the 10-year return of the benchmark index (MSCI EAFE NR USD), 5.37%.
  • ARTKX 15-year return is 7.23%, 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 ARTKX? What are ARTKX negatives?

The following are ARTKX weaknesses from our perspective:

  • ARTKX 3-year return is 0.94%, which is lower than the 3-year return of the benchmark index (MSCI EAFE NR USD), 1.69%.
  • ARTKX expense ratio is 1.24%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?
In the ARTKX review, we covered ARTKX 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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