About ARTNX
Artisan Select Equity Fund is an actively managed mutual fund focused on large-cap U.S. equities, employing a value-oriented investment strategy. The fund seeks to identify high-quality, undervalued companies with strong balance sheets and shareholder-oriented management teams. Its investment process emphasizes purchasing stocks at a significant discount to their estimated intrinsic value, targeting businesses that demonstrate consistent cash flow generation, durable competitive advantages, and prudent capital allocation. Artisan Select Equity Fund typically maintains a concentrated portfolio, with a significant percentage of assets in its top holdings, spanning sectors such as financial services, communication services, industrials, and basic materials. By concentrating on select opportunities identified through rigorous bottom-up research, the fund aims for long-term capital appreciation while carefully managing downside risk. Since its inception in 2020, it has positioned itself as a versatile option within the large value category, focusing on disciplined stock selection and thorough fundamental analysis.
Fund Family Artisan Partners Funds
Category Large Value
Performance Rating Above Average
Risk Rating Above Average
Stock Exchange Nasdaq
Ticker Symbol ARTNX
Share Class Investor Shares
Index S&P 500 TR
ARTNX had a total return of 22.34% in the past year, including dividends. Since the fund's
inception, the average annual return has been 14.38%.
