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Artisan International Small-mid Fund - Investor Shares: (MF: ARTJX)

(NASDAQ Mutual Funds) As of Feb 27, 2026 06:00 PM ET

$19.76 USD

-0.04 (-0.20%)

Zacks MF Rank

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Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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4-Sell of 5       4  

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jan 31, 2026

Total Return %* Percentile Rank Objective
YTD 0.47 96
3 months 1.19 94
6 months 6.46 91
1 Year 14.67 91
3 Year 6.92 95
5 Year 0.94 91
10 Year 6.86 92

* Annual for three years and beyond.

Zacks Premium Research for ARTJX

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Sell 4
MF Report

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Portfolio Statistics

% Unrealized Gain 23.74
% Yield NA
% SEC Yield NA
Net Assets (Mil $) 1/31/2026 135.66
% Turnover 1/31/2026 68.84

Risk

3 Year 5 Year 10 Year
Beta 1.02 0.94 0.94
Alpha -11.93 -11.49 -6.63
R Squared 0.64 0.73 0.70
Std. Dev. 14.84 16.45 16.88
Sharpe 0.22 -0.06 3.00

Sector / Country Weightings

As of 1/31/2026 % of Portfolio
United Kingdom 26.57
United States 20.14
Japan 17.01
Denmark 6.59
Finland 4.85
Israel 4.40
Canada 3.32
Switzerland 2.51
Sweden 2.41
Germany 2.10

Portfolio Holdings

Top Equity Holdings
(As of 9/30/2025)
% of Portfolio Value (Mil$)
METSO OYJ 3.80 116.20
CONVATEC GROUP PLC 3.56 108.61
NICE LTD ADR 3.01 91.80
LIVANOVA PLC 2.53 77.15
ROTORK 2.16 66.00
AMBU AS 2.10 64.19
KINAXIS 2.09 63.97
AZBIL CORP 2.00 60.94
GENMAB AS ADR 1.97 60.19

Stock Holding % of Net Assets

As Of 9/30/2025
Total Issues NA
Avg. P/E 42.30
Avg. P/Book 5.00
Avg. EPS Growth 2.67
Avg. Market Value (Mil $) 7,354

Composition

% of Portfolio
Stocks 97.88
Foreign Stocks 79.60
Cash 0.00
Bonds 0.00
Foreign Bonds 0.00
Preferred 0.26
Convertible 0.00
Other 1.85
Foreign Hedged 0.00

Style Analysis

% of Portfolio
Large Growth 0.07
Large Value 0.61
Small Growth 10.37
Small Value 0.00
Foreign Stock 29.57
Emerging Market 0.00
Precious Metal 0.00
Intermediate Bond 3.72
Foreign Bond 30.77
High Yield Bond 0.00