Artisan Sustainable Emerging Markets Fund - Investor Shares

Frequently Asked Questions About ARTZX

What does ARTZX invest in?

The fund's management team employs a thorough fundamental research strategy to build a portfolio comprising companies operating in emerging markets. Typically, at least 80% of its total assets, including any borrowed capital, are dedicated to equity investments. These investments are made in companies primarily domiciled, headquartered, or conducting their main business activities or trading in developing or less-developed economies, with the value determined at the time of acquisition. This is a non-diversified fund.

What is the expense ratio of ARTZX?

Artisan Sustainable Emerging Markets Fund - Investor Shares (ARTZX) charges an expense ratio of 1.15%. This is the annual fee deducted from fund assets to cover management and operations.

How big is ARTZX?

Artisan Sustainable Emerging Markets Fund - Investor Shares (ARTZX) manages $352.8M 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 ARTZX actively managed or an index fund?

ARTZX is actively managed: the manager selects holdings rather than tracking an index. Active funds typically charge higher expense ratios than index funds (ARTZX's is 1.15%) in exchange for the discretion to over- or under-weight positions.

When was ARTZX launched?

Artisan Sustainable Emerging Markets Fund - Investor Shares (ARTZX) launched in June 2008 and is managed by Artisan Partners.

How has ARTZX performed?

ARTZX'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.