Artisan Focus Fund Investor Shares

Frequently Asked Questions About ARTTX

What does ARTTX invest in?

This investment vehicle's primary objective is to achieve significant long-term capital appreciation. Its investment methodology is structured around identifying compelling ideas, employing a rigorous framework for company analysis, and diligently managing risk. The fund has the flexibility to allocate up to 50% of its total assets, at the time of investment, into securities of non-U.S. companies, which may include depositary receipts. It operates as a non-diversified fund.

What is the expense ratio of ARTTX?

Artisan Focus Fund Investor Shares (ARTTX) charges an expense ratio of 1.36%. This is the annual fee deducted from fund assets to cover management and operations.

How big is ARTTX?

Artisan Focus Fund Investor Shares (ARTTX) manages $1.34B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure. Funds below ~$50M are at higher risk of liquidation.

Is ARTTX actively managed or an index fund?

ARTTX is actively managed: the manager selects holdings rather than tracking an index. Active funds typically charge higher expense ratios than index funds (ARTTX's is 1.36%) in exchange for the discretion to over- or under-weight positions.

When was ARTTX launched?

Artisan Focus Fund Investor Shares (ARTTX) launched in April 2017 and is managed by Artisan Partners.

How has ARTTX performed?

ARTTX's total return (price change plus reinvested distributions) is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.