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Artisan International Small-mid Fund - Investor Shares: (MF: ARTJX)
(NASDAQ Mutual Funds) As of Jul 16, 2025 08:00 PM ET
$19.22 USD
+0.13 (0.68%)
Zacks MF Rank
5-Strong Sell of 5 5
Latest Performance as of Jun 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 14.16 | 80 |
| 3 months | 15.85 | 14 |
| 6 months | 14.16 | 80 |
| 1 Year | 13.65 | 72 |
| 3 Year | 9.98 | 81 |
| 5 Year | 5.86 | 79 |
| 10 Year | 5.63 | 56 |
* Annual for three years and beyond.
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Portfolio Statistics
| % Unrealized Gain | 6.64 |
| % Yield | 0.00 |
| % SEC Yield | NA |
| Net Assets (Mil $) 6/30/2025 | 134.85 |
| % Turnover 6/30/2025 | 34.40 |
Risk
| 3 Year | 5 Year | 10 Year | |
|---|---|---|---|
| Beta | 0.98 | 0.96 | 0.93 |
| Alpha | -7.62 | -8.56 | -6.08 |
| R Squared | 0.74 | 0.75 | 0.71 |
| Std. Dev. | 17.91 | 18.07 | 17.19 |
| Sharpe | 0.38 | 0.25 | 3.00 |
Sector / Country Weightings
| As of 6/30/2025 | % of Portfolio |
|---|---|
| United Kingdom | 22.29 |
| United States | 21.56 |
| Japan | 18.28 |
| Denmark | 5.83 |
| Israel | 5.04 |
| Finland | 4.20 |
| Germany | 3.80 |
| Sweden | 3.70 |
| Switzerland | 3.34 |
| Canada | 2.75 |
Portfolio Holdings
| Top Equity Holdings (As of 3/31/2025) |
% of Portfolio | Value (Mil$) |
|---|---|---|
| TOTAL*OTHER | 4.01 | 147.13 |
| CONVATEC GROUP PLC | 3.52 | 129.16 |
| NICE LTD ADR | 3.01 | 110.31 |
| AMBU AS | 2.40 | 88.06 |
| METSO OYJ | 2.25 | 82.46 |
| SWEDISH ORPHAN BIOVITRUM | 2.17 | 79.52 |
| JET2 PLC | 2.03 | 74.43 |
| WNS HOLDINGS LIMITED | 1.94 | 71.00 |
| CAE INC | 1.72 | 63.12 |
Stock Holding % of Net Assets
| As Of | 3/31/2025 |
| Total Issues | NA |
| Avg. P/E | 30.50 |
| Avg. P/Book | 5.74 |
| Avg. EPS Growth | 9.8 |
| Avg. Market Value (Mil $) | 8,985 |
Composition
| % of Portfolio | |
| Stocks | 95.99 |
| Foreign Stocks | 78.44 |
| Cash | 0.00 |
| Bonds | 0.00 |
| Foreign Bonds | 0.00 |
| Preferred | 0.00 |
| Convertible | 0.00 |
| Other | 4.01 |
| Foreign Hedged | 0.00 |
Style Analysis
| % of Portfolio | |
| Large Growth | 4.58 |
| Large Value | 0.00 |
| Small Growth | 9.19 |
| Small Value | 0.00 |
| Foreign Stock | 45.69 |
| Emerging Market | 16.04 |
| Precious Metal | 1.65 |
| Intermediate Bond | 1.54 |
| Foreign Bond | 2.28 |
| High Yield Bond | 10.89 |