Artisan International Small-Mid Fund
Shareclass
Artisan International Small-Mid Investor (ARTJX)
Type
Open-end mutual fund
Manager
Gender equality score
49
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: International Equity Funds
Ranking: 913 out of 1,094 funds
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Categories
Gender balance in leadership and workforce
23/40
Equal compensation and work life balance
10/30
Policies promoting gender equality
16/20
Commitment, transparency, and accountability
0/10
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Artisan International Small-Mid Fund ARTJX
Environment
Social
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Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Aviva PLC0.35% of assets$15.08M invested
- 2. Pearson PLC1.25% of assets$53.74M invested
- 3. Mony Group PLC0.13% of assets$5.57M invested
- 4. Spirax Group PLC0.39% of assets$16.93M invested
- 5. Moncler SpA0.03% of assets$1.17M invested
- 6. CAE Inc1.87% of assets$80.84M invested
- 7. Balfour Beatty PLC1.09% of assets$46.81M invested
- 8. IMCD NV0.78% of assets$33.44M invested
- 9. Koninklijke Philips NV0.46% of assets$19.8M invested
- 10. Direct Line Insurance Group PLC1.34% of assets$57.99M invested
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Madrigal Pharmaceuticals Inc0.99% of assets$42.55M invested
- 2. Edgewise Therapeutics Inc0.44% of assets$18.94M invested
- 3. Vir Biotechnology Inc0.1% of assets$4.45M invested
- 4. Harmonic Drive Systems Inc0.61% of assets$26.15M invested
- 5. Daiseki Co Ltd0.24% of assets$10.34M invested
- 6. Five9 Inc0.46% of assets$19.68M invested
- 7. Ariake Japan Co Ltd1.01% of assets$43.35M invested
- 8. Calix Inc0.6% of assets$25.75M invested
- 9. Avidity Biosciences Inc Ordinary Shares0.46% of assets$19.64M invested
- 10. Hamamatsu Photonics KK0.25% of assets$10.97M invested
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Financial performance
Performance data provided by
Find more financial data on ARTJX at Morningstar.com
Find more financial data on ARTJX at Morningstar.comGender Equality and Returns
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The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
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