Artisan International Value
875 East Wisconsin Ave Ste 800 Milwaukee WI 53202
Map
Phone: 800-399-1770
| Category: | Foreign Small/Mid Value | | Fund Family: | Artisan | | Net Assets: | 1.79B | | Year-to-Date Return: | 27.62% | | Yield: | 0.94% | | Morningstar Rating: |  | | Fund Inception Date: | 23-Sep-02 |
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N. David Samra
Lead Manager since
23-Sep-02 | | | Samra is a managing director of Artisan Partners. He joined Artisan Partners in May 2002 and has been Portfolio Manager of Artisan Partners international value strategy since its inception. Prior to joining Artisan Partners, Samra was employed by Harris Associates L.P. from August 1997 through May 2002, where he was a Senior Analyst on the Oakmark International and Oakmark International Small Cap Funds. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $50 | | Min Subsequent Investment: | $50 | | Min Subsequent Investment, IRA: | $50 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks to maximize long-term capital growth. The fund normally invests no less than 80% of net assets at market value at the time of purchase in common stocks and other equity securities of non-U.S. companies, including up to 20% of net assets at market value at the time of purchase in emerging and less developed markets. It invests in at least five countries outside the U.S. and does not invest more than 35% of net assets at market value at the time of purchase in any single country. The maximum investment in any single industry is 25% of net assets at market value at the time of purchase. |
| Last Dividend
(17-Dec-08):
| 0.21 | | Last Cap Gain
(19-Dec-07):
| 1.67 | | Annual Holdings Turnover
| 45.00% | | Average for Category:
| 58.94% |
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| Expense | ARTKX | Category
Avg | | Total Expense Ratio: | 1.25%
| 1.48% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | %
| 5.31% | | Max Deferred Sales Load: | %
| 2.38% | | 3 Yr Expense Projection*: |
$ 397 | $597 | | 5 Yr Expense Projection*: |
$ 686 | $948 | | 10 Yr Expense Projection*: |
$ 1,511 | $1,934 |
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0.16% Nasdaq 0.00%
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