9 important things you should know about Artisan ARTKX mutual fund
Updated: November 29, 2021
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 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. What is ARTKX dividend yield?
  5. What is ARTKX minimum initial investment amount?
  6. Does ARTKX have any sales loads or 12b-1 distribution expenses?
  7. What is ARTKX Finny Score? ARTKX buy or sell?
  8. What are the pros of investing in ARTKX? What are ARTKX buy reasons?
  9. 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 48 stock holdings and 0 bond holdings.

The top 10 holdings represent 41.48% of total assets. Here are the top holdings:

Name Symbol % Assets
Samsung Electronics Co Ltd 005930.KS 6.01%
ABB Ltd ABBN 5.19%
Compass Group PLC CPG.L 4.76%
NAVER Corp 035420.KS 4.28%
Arch Capital Group Ltd ACGL 3.81%
UBS Group AG UBSG 3.79%
Fresenius Medical Care AG & Co. KGaA FME.DE 3.58%
Novartis AG NOVN 3.46%
Cie Financiere Richemont SA CFR 3.30%
HCL Technologies Ltd HCLTECH.BO 3.30%

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

ARTKX has generated the following returns:

  • 1-month return is -4.32%;
  • 3-month return is -3.63%;
  • 1-year return is -3.63%;
  • 3-year return is 12.01%;
  • 5-year return is 9.76%;
  • 10-year return is 10.70%;
  • 15-year return is 6.94%.

4. What is ARTKX dividend yield?

ARTKX yield is 0.19%.

5. What is ARTKX minimum initial investment amount?

ARTKX minimum initial investment amount is N/A.

6. 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.

Analysis

7. 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.

8. What are the pros of investing in ARTKX? What are ARTKX buy reasons?

The following are ARTKX strengths from our perspective:

  • ARTKX 3-year return is 12.01%, which is higher than the 3-year return of the benchmark index (MSCI EAFE NR USD), 10.47%.
  • ARTKX 5-year return is 9.76%, which is higher than the 5-year return of the benchmark index (MSCI EAFE NR USD), 9.45%.
  • ARTKX 10-year return is 10.7%, which is higher than the 10-year return of the benchmark index (MSCI EAFE NR USD), 8.38%.
  • ARTKX 15-year return is 6.94%, which is higher than the 15-year return of the benchmark index (MSCI EAFE NR USD), 3.65%.
  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

9. What are the cons of investing in ARTKX? What are ARTKX negatives?

The following are ARTKX weaknesses from our perspective:

  • ARTKX expense ratio is 1.19%, 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.