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Artisan Value Investor ARTLX

Analyst rating as of
NAV / 1-Day Return
13.76  /  0.44 %
Total Assets
282.3 Mil
Adj. Expense Ratio
1.050%
Expense Ratio
1.050%
Fee Level
Above Average
Longest Manager Tenure
10.31 years
Category
Large Value
Investment Style
Large Blend
Min. Initial Investment
1,000
Status
Open
TTM Yield
1.01%
Turnover
26%
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Morningstar’s Analysis

Will ARTLX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A solid process here, but the new management team needs time to prove itself.

Summary

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Artisan Value’s rigorous bottom-up approach is a plus, but a generational change in leadership warrants caution, leading to a Morningstar Analyst Rating of Bronze or Neutral, depending on share class fees.

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