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15 important things you should know about Artisan ARTTX mutual fund

Updated: September 11, 2020
50
Bull Case
  • 3-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 ARTTX “stock” price, you can quickly find it out by visiting Finny and typing "ARTTX quote". If you’re looking for a quick scoop on ARTTX "stock" (price chart, key stats, buy or sell analysis and holdings), go to Finny and look for "ARTTX". You’ll get all this info in one place.

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

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

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

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

The Fund seeks maximum long-term capital appreciation. The Fund invests in common stocks and other equity securities of companies across a broad capitalization range. The Fund may invest up to 50% of its total assets at market value at the time of purchase in securities of non-U.S. companies including depositary receipts.

2. What are ARTTX top holdings?

ARTTX has 44 stock holdings and 0 bond holdings.

The top 8 holdings represent 47.29% of total assets. Here are the top holdings:

Name Symbol % Assets
Option on Amazon.com Inc N/A 7.21%
Amazon.com Inc AMZN 6.67%
Tencent Holdings Ltd 00700 6.36%
Microsoft Corp MSFT 5.66%
Fidelity National Information Services Inc FIS 5.56%
Option on Microsoft Corp N/A 5.32%
BlackRock Inc BLK 5.26%
Spy Call Usd 110 15/May/2020 (Spy Us 05/15/20 C110 N/A 5.25%

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

ARTTX has generated the following returns:

  • 1-month return is 1.55%;
  • 3-month return is 11.56%;
  • 1-year return is 19.25%;
  • 3-year return is 23.26%.

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

In the last 10 years, ARTTX had 10 up years and 0 down years.

5. What is ARTTX dividend yield?

ARTTX yield is 0.26%.

6. What is ARTTX minimum initial investment amount?

ARTTX minimum initial investment amount is $1.00K.

7. What is ARTTX expense ratio?

ARTTX expense ratio is 1.52%. The expense ratio of a fund is the total percentage of fund assets used for administrative, management, and all other expenses.

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

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

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

  • 1-year ax cost ratio is 1.48%;
  • 3-year ax cost ratio is 2.28%.

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

  • 3-year beta is 0.78.

11. What is ARTTX Sharpe ratio?

  • 3-year Sharpe ratio is 1.41.

Analysis

12. What is Finny Score? buy or sell?

Finny Score is 50. Our quantitative analysis shows 2 reasons to buy and 2 reasons to sell it, resulting in the Finny Score of 50.

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

The following are ARTTX strengths from our perspective:

  • ARTTX 3-year return is 23.26%, which is higher than the 3-year return of the benchmark index (S&P 500 TR USD), 13.64%.
  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

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

The following are ARTTX weaknesses from our perspective:

  • ARTTX net assets are $204.00 million. This fund is not a popular choice with retail investors.
  • ARTTX expense ratio is 1.52%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?
In the ARTTX review, we covered ARTTX 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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