|Expense Ratio (net)||1.19%|
|Category||Foreign Large Blend|
|Last Cap Gain||0.00|
|Morningstar Risk Rating||Low|
|Beta (3Y Monthly)||0.85|
|5y Average Return||N/A|
|Average for Category||N/A|
|Inception Date||Sep 23, 2002|
The team that had managed both Artisan International Value ARTKX and Artisan Global Value ARTGX will become two distinct entities as of Oct. 1, 2018. The two funds have been comanaged Daniel O'Keefe and David Samra for more than a decade, but with this split, O'Keefe will become the lead manager of Global Value while Samra will lead International Value. Meanwhile, associate managers Ian McGonigle and Joseph Vari will join Samra as comanagers on Artisan International Value, while associate managers Justin Bandy and Michael McKinnon will join O'Keefe as comanagers on Artisan Global Value.
With many foreign stock index funds turning in mediocre performance over the past decade, investors may be wondering: Is the case for indexing foreign stocks dead? The primary thesis for investing with index funds is well-known and accepted. Investors get a diversified portfolio of stocks at a low expense ratio, and low fees should translate into superior performance relative to the more expensive, actively managed alternatives in a given asset class.
Investing in companies that have lower than average exposure to fossil fuel involvement makes good business sense. Companies face increasing pressure to lower their carbon emissions from many sources, such as regulators, customers, and investors. Implementing changes to a company's process that move it away from being reliant on fossil fuels can be a costly endeavor.