While a seasoned and talented team manages Artisan International, concerns over risk management merit a downgrade of this strategy’s Process Pillar rating. As a result, its Morningstar Analyst Rating is downgraded to Neutral for its more-expensive share class, while the cheaper classes remain at Bronze.
Morningstar’s Fund Analysis ARTIX
Will ARTIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable ARTIX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the ARTIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of ARTIX’s parent organization’s priorities and whether they’re in line with investors’ interests.