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    Artisan Value Investor (ARTLX)

    13.28 Down 0.07(0.52%) Jan 27

    Profile as of Dec 30, 2014Get Profile for:
    Artisan Value Investor
    Artisan Funds Inc875 East Wisconsin Avenue Street 800Milwaukee, WI 53202
    Phone: 800-344-1770
    Fund Overview 
    Category:Large Value
    Fund Family:Artisan
    Net Assets:1.36B
    Year-to-Date Return:4.96%
    Morningstar Rating:2 stars
    Fund Inception Date:Mar 27, 2006
    Morningstar Style Box 
    Large Value
    [View Category Definition]
    View Top Large Value Funds
    About the Morningstar Style Box
    Management Information 
    George O. Sertl, Jr.
    Lead Manager since Mar 27, 2006
    George O. Sertl, CFA, is a managing director of Artisan Partners and a portfolio manager on the U.S. Value team. In this role, he is a portfolio manager for the Artisan Value Equity, U.S. Mid-Cap Value and U.S. Small-Cap Value strategies. Prior to joining Artisan Partners in January 2000, Mr. Sertl was a research analyst at Schwartz Investment Counsel. Mr. Sertl began his investment career at Pauli & Company working as a research analyst in 1992. Mr. Sertl holds a bachelor’s degree in Economics and History from the University of Richmond and a master’s degree in Economics from St. Louis University.
    Investment Information 
    Min Initial Investment:1,000
    Min Initial Investment, IRA:N/A
    Min Initial Investment, AIP:1,000
    Min Subsequent Investment:N/A
    Min Subsequent Investment, IRA:N/A
    Min Subsequent Investment, AIP:50
    ARTLX can be purchased from 97 brokerages.

    Fund Summary 
    The investment seeks maximum long-term capital growth. The fund may invest up to 25% of its total assets at market value at the time of purchase in common stocks and other equity securities of non-U.S. companies and securities trading on non-U.S. exchanges. Its investments in non-U.S. securities may include investments in developed markets, as well as emerging and less developed markets. The fund invests in common stocks and other equity securities of companies across a broad capitalization range.

    Fund Operations 
    Last Dividend (Nov 18, 2014) : 0.11
    Last Cap Gain : 0.00
    Annual Holdings Turnover (Jan 25, 2015) : 53.36%
    Average for Category:43.56%
    Fees & Expenses 
    ExpenseARTLXCategory Avg
    Annual Report Expense Ratio (net):0.98%1.13%
    Prospectus Net Expense Ratio:1.04%N/A
    Prospectus Gross Expense Ratio:1.04%N/A
    Max 12b1 Fee:N/AN/A
    Max Front End Sales Load:N/A5.40%
    Max Deferred Sales Load: N/A2.22%
    3 Yr Expense Projection*:331530
    5 Yr Expense Projection*:574826
    10 Yr Expense Projection*:1,2711,644
    * Per $10,000 invested