|Expense Ratio (net)||1.32%|
|Category||Foreign Small/Mid Growth|
|Last Cap Gain||0.00|
|Morningstar Risk Rating||Average|
|Beta (3Y Monthly)||1.00|
|5y Average Return||N/A|
|Average for Category||N/A|
|Inception Date||Nov 17, 1997|
In essence, the Morningstar Medalist rating is about competitive advantages. If we think a fund has enough competitive advantages to outperform its peers, we give it a Morningstar Analyst Rating of Bronze. If it has enough advantages to have a good chance to outperform its benchmark, too, we rate it Silver or Gold.
Artisan International Small-Mid ARTJX , which reopened to new investors in October 2018, does not look very attractive at first glance. Indeed, he has 20 years of investment experience and served as the skipper of foreign small/mid-growth fund Oppenheimer International Small-Mid Company OSMAX from January 2012 to September 2018.