About ARTZX
The Artisan Sustainable Emerging Markets Fund Investor Class is a mutual fund focused on long-term capital growth by investing primarily in equity securities of companies operating in emerging and less developed markets. The fund takes a fundamental research-driven approach, seeking out businesses with sustainable global competitive advantages positioned to benefit from the dynamic growth opportunities in emerging economies. Its portfolio spans key regions such as Taiwan, China, Korea, and India, as well as Latin American and African markets, providing broad exposure to developing economies. Notable sector allocations include technology, financial services, consumer cyclicals, and energy, with top holdings featuring major corporations like Taiwan Semiconductor Manufacturing, Samsung Electronics, and ICICI Bank. The fund maintains a moderately concentrated portfolio, with a significant portion allocated to its top ten holdings, reflecting a focus on high-conviction investments. Designed for investors seeking diversification beyond developed markets, the fund aims to capture the growth potential of emerging markets while integrating sustainability considerations into its investment process.
Fund Family Artisan Partners Funds
Category Diversified Emerging Mkts
Performance Rating Above Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol ARTZX
Share Class Investor Shares
Index MSCI EM (Emerging Markets) NR USD
ARTZX had a total return of 33.81% in the past year, including dividends. Since the fund's
inception, the average annual return has been 3.69%.
