Artisan International Value Investor (ARTKX)
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Artisan International Value Investor
Milwaukee, WI 53202
875 East Wisconsin Avenue Street 800
Artisan Funds Inc
800.344-1770
Management information
,Lead manager since 22 September 2002
N. David Samra is a managing director of Artisan Partners and founding partner of the Artisan Partners International Value Team. He is lead portfolio manager of the Artisan International Value Fund, which he has managed since the portfolio's inception in September 2002. Mr. Samra also was co-portfolio manager for the Global Value Fund from its inception in December 2007 through September 2018. Under Mr. Samra's leadership, the team was nominated six times (in 2008, consecutively from 2011-2014 and again in 2016) for Morningstar, Inc.'s International-Stock Fund Manager of the Year award in the US and won the award in 2008 and 2013. The team was also named EAFE Equity Investment Manager of the Year in 2015 and 2016 by Institutional Investor. Investor's Business Daily recognized the Artisan International Value Fund in 2021 and 2022 as one of the best international stock mutual funds for outperforming the MSCI EAFE index over the last one-, three-, five- and ten-year periods. U.S. Lipper Fund Awards has recognized the team with 10 awards since 2013. Most recently, Artisan International Value (APHKX) was named the best fund in Lipper's International Large-Cap Value Fund category over the three-, five- and ten-year time periods in 2023 and 2024, sweeping the category in both years.
Prior to joining Artisan Partners in May 2002, Mr. Samra was a portfolio manager and a senior analyst in international equities at Harris Associates LP from August 1997 through May 2002. Earlier in his career, he was a portfolio manager with Montgomery Asset Management, Global Equities Division.
Mr. Samra holds a bachelor's degree in finance from Bentley College and a master's degree in business administration from Columbia Business School.
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryForeign Large Blend
Fund familyArtisan Partners Funds
Net assets33.11B
YTD return4.38%
Yield0.96%
Morningstar rating★★★★★
Inception date1 Oct 2006
Fund operations
Last dividend0.47
Last cap gain16.00
Holdings turnover19.48%
Average for categoryN/A
Fees and expenses
ExpenseARTKXCategory average
Annual report expense ratio (net)1.03%0.92%
Prospectus net expense ratio1.03%N/A
Prospectus gross expense ratio1.03%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.28%
Max deferred sales loadN/A1.46%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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