About APDJX
Artisan International Small-Mid Fund Advisor Shares is a mutual fund focused on achieving long-term capital growth by investing in international small- and mid-cap companies. The fund primarily targets high-quality businesses that are poised to benefit from structural growth trends, utilizing a selective investment process that emphasizes companies with differentiated business models and dynamic management teams. The fund’s portfolio is diversified across a range of sectors, notably including information technology, industrials, and healthcare, and includes holdings from both developed and emerging markets outside the United States.
The management team applies a contrarian approach to valuation, seeking out opportunities where they believe stock prices do not reflect the companies’ long-term business value. Artisan International Small-Mid Fund Advisor Shares manages unique risks associated with international equities, aiming to understand and mitigate the potential for permanent capital impairment. With over $4 billion in assets, the fund caters to institutional and sophisticated investors, requiring a significant minimum investment, and is recognized for its disciplined strategy within the foreign small/mid-growth category.
Fund Family Artisan Partners Funds
Category Foreign Small/Mid Growth
Performance Rating Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol APDJX
Share Class Advisor Shares
Index MSCI All Country World Ex-US Small Mid Cap NR
APDJX had a total return of 11.89% in the past year, including dividends. Since the fund's
inception, the average annual return has been 9.66%.
