Artisan International Inv 875 East Wisconsin Ave Ste 800 Milwaukee WI 53202 Map
Phone: 800-344-1770
| Category: | Foreign Large Growth | | Fund Family: | Artisan | | Net Assets: | 8.76B | | Year-to-Date Return: | -47.69% | | Yield: | 1.01% | | Morningstar Rating: |  | | Fund Inception Date: | 28-Dec-95 |
|
Mark L. Yockey
Lead Manager since
28-Dec-95 | | | Yockey is a managing director with Artisan Partners, his employer since November 1995. Previously, he spent nine years with Waddell & Reed, where he was a vice president. Yockey had joined the firm as an analyst specializing in the worldwide health-care industry. He also spent five years as a senior equity analyst for the State of Michigan Retirement System. Yockey has over 20 years of investment experience. Yockey holds the Chartered Financial Analyst designation. |
| 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 |
|
| |
| The investment seeks long-term capital growth. The fund normally invests up to 65% of assets in stocks of foreign companies in a portfolio that is broadly diversified by country, industry and company. It may invest up to 20% in emerging markets. The fund typically holds securities representing at least 18 countries. The maximum investment in any single country is 30% of assets, in any single industry is 25% of assets, and no more than 5% be invested in securities of a single issuer. It invests up to 10% of assets in equity-linked securities that provide economic exposure to a security of a non-U.S. company (called "participation certificates”). |
| Last Dividend
(19-Dec-07):
| 0.20 | | Last Cap Gain
(19-Dec-07):
| 4.47 | | Annual Holdings Turnover
| 66.00% | | Average for Category:
| 81.27% |
|
| Expense | ARTIX | Category Avg | | Total Expense Ratio: | 1.21%
| 1.54% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.44% | | Max Deferred Sales Load: | 0.00%
| 2.53% | | 3 Yr Expense Projection*: |
$384 | $730 | | 5 Yr Expense Projection*: |
$665 | $1,143 | | 10 Yr Expense Projection*: |
$1,466 | $2,227 |
|
|