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15 important things you should know about Artisan ARTRX mutual fund

Updated: September 09, 2020
80
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
  • High expense ratio

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

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

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

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

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

The Fund seeks maximum long-term capital growth. The Fund seeks to identify companies with franchise characteristics that are selling at attractive valuations and are benefiting from an accelerating profit cycle. The Fund looks for companies that are well positioned for long-term growth.

2. What are ARTRX top holdings?

ARTRX has 46 stock holdings and 0 bond holdings.

The top 10 holdings represent 40.76% of total assets. Here are the top holdings:

Name Symbol % Assets
Microsoft Corp MSFT 5.31%
IHS Markit Ltd INFO 4.98%
AstraZeneca PLC AZN.L 4.63%
Lonza Group Ltd LONN 4.53%
Fidelity National Information Services Inc FIS 4.04%
Techtronic Industries Co Ltd 00669.HK 3.63%
Zoom Video Communications Inc ZM 3.56%
Lowe's Companies Inc LOW 3.44%
L3Harris Technologies Inc LHX 3.40%
Veeva Systems Inc Class A VEEV 3.24%

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

ARTRX has generated the following returns:

  • 1-month return is 1.19%;
  • 3-month return is 14.26%;
  • 1-year return is 34.22%;
  • 3-year return is 16.89%;
  • 5-year return is 17.44%;
  • 10-year return is 15.51%.

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

In the last 10 years, ARTRX had 8 up years and 2 down years.

5. What is ARTRX dividend yield?

ARTRX yield is 0%.

6. What is ARTRX minimum initial investment amount?

ARTRX minimum initial investment amount is $1.00K.

7. What is ARTRX expense ratio?

ARTRX expense ratio is 1.15%. The expense ratio of a fund is the total percentage of fund assets used for administrative, management, and all other expenses.

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

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

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

  • 1-year ax cost ratio is 1.62%;
  • 3-year ax cost ratio is 1.4%.

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

  • 3-year beta is 0.90;
  • 5-year beta is 0.90;
  • 10-year beta is 0.88.

11. What is ARTRX Sharpe ratio?

  • 3-year Sharpe ratio is 0.82;
  • 5-year Sharpe ratio is 0.81;
  • 10-year Sharpe ratio is 0.99.

Analysis

12. What is Finny Score? buy or sell?

Finny Score is 80. Our quantitative analysis shows 4 reasons to buy and 1 reason to sell it, resulting in the Finny Score of 80.

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

The following are ARTRX strengths from our perspective:

  • ARTRX 3-year return is 16.89%, which is higher than the 3-year return of the benchmark index (MSCI ACWI NR USD), 8.25%.
  • ARTRX 5-year return is 17.44%, which is higher than the 5-year return of the benchmark index (MSCI ACWI NR USD), 10.5%.
  • ARTRX 10-year return is 15.51%, 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 ARTRX? What are ARTRX negatives?

The following are ARTRX weaknesses from our perspective:

  • ARTRX expense ratio is 1.15%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?
In the ARTRX review, we covered ARTRX 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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