About ARTLX
Artisan Value Fund Investor Class is a mutual fund focused on providing long-term capital growth through a value-oriented investment strategy. Managed by Artisan Partners, the fund targets cash-producing businesses that demonstrate strong financial health and are trading at what the team considers attractive, undemanding valuations. The portfolio typically holds a concentrated mix of large-cap stocks, with an emphasis on companies across sectors such as consumer defensive, industrials, financial services, energy, communications, and technology. Notably, the fund may allocate up to 25% of its assets to non-U.S. companies, offering a degree of global diversification within its value approach. With a high-conviction, contrarian process, the fund tends to take substantial positions in its top holdings. The Artisan Value Fund Investor Class plays a significant role in the large value category, aiming to outperform its benchmark over time through disciplined stock selection and a focus on quality businesses.
Fund Family Artisan Funds
Category Large Value
Performance Rating Below Average
Risk Rating Above Average
Stock Exchange Nasdaq
Ticker Symbol ARTLX
Share Class Investor Shares
Index Russell 1000 TR USD
ARTLX had a total return of 16.13% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.84%.
