Artisan Sustainable Emerging Markets Fund

Shareclass

Artisan Sustainable Emerging Mkts Inv (ARTZX)

Type

Open-end mutual fund

Manager

Artisan Partners Funds

Gender equality score

/ 100 points

Overall score

Average Equileap Gender Equality Score of fund holdings, weighted by market value

Group ranking

Unranked

Not ranked due to low data coverage

% Equileap coverage

13%

Gender balance in leadership and workforce

22/40

See the score criteria

Equal compensation and work life balance

9/30

See the score criteria

Policies promoting gender equality

16/20

See the score criteria

Commitment, transparency, and accountability

0/10

See the score criteria

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 Sustainable Emerging Markets Fund ARTZX

Environment

Fossil fuels

Investments in coal, oil, and natural gas energy and utility companies, and related financial companies

Deforestation

Investments in deforestation-risk agricultural commodities, and related financial companies and consumer brands

Social

Gender equality

Gender equality group ranking, based on Equileap company data

N/A

Civilian firearms

Investments in civilian firearms manufacturers, and related gun retailers

Prison industrial complex

Investments in prisons and borders industry, including private prison operators

Military weapons

Investments in military arms manufacturers and services companies, including nuclear weapon manufacturers and servicers

Tobacco

Investments in tobacco and e-cigarette manufacturers, and tobacco-promoting entertainment companies

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Top scoring holdings

The top 8 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. Globant SA
1.33% of assets
$2.31M invested
2. Inpost SA Ordinary Shares
1.56% of assets
$2.72M invested
3. Copa Holdings SA Class A
0.99% of assets
$1.71M invested
4. AIA Group Ltd
1.57% of assets
$2.72M invested
5. Sea Ltd ADR
0.56% of assets
$968,256 invested
6. MercadoLibre Inc
3.65% of assets
$6.33M invested
7. Alpha Services and Holdings SA
0.83% of assets
$1.44M invested
8. Prosus NV Ordinary Shares - Class N
2.7% of assets
$4.69M invested

Bottom scoring holdings

The bottom 8 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. Prosus NV Ordinary Shares - Class N
2.7% of assets
$4.69M invested
2. Alpha Services and Holdings SA
0.83% of assets
$1.44M invested
3. MercadoLibre Inc
3.65% of assets
$6.33M invested
4. Sea Ltd ADR
0.56% of assets
$968,256 invested
5. AIA Group Ltd
1.57% of assets
$2.72M invested
6. Copa Holdings SA Class A
0.99% of assets
$1.71M invested
7. Inpost SA Ordinary Shares
1.56% of assets
$2.72M invested
8. Globant SA
1.33% of assets
$2.31M invested

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Financial performance

Performance data provided by

Find more financial data on ARTZX at Morningstar.com

Gender Equality and Returns

Returns chart for Artisan Sustainable Emerging Markets Fund

Enlarge

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.

Benchmarking tool

Current fund

ARTZX

Artisan Sustainable Emerging Markets Fund

Family

Artisan Partners Funds

Category

Diversified Emerging Mkts

Find another fund

vs.

Benchmark

ACWX

iShares MSCI ACWI ex U.S. ETF

Family

iShares from BlackRock

Category

Foreign Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 10/31/24

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI Ex USA

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

0.23% less in annualized returns

Lower overall gender equality score

9 / 100 points lower

Lower gender balance in leadership and workforce score

3 / 40 points lower

Lower equal compensation and work life balance score

4 / 30 points lower

Lower policies promoting gender equality score

1 / 20 points lower

Lower commitment, transparency, and accountability score

1 / 10 points lower

Current fund

ARTZX

Artisan Sustainable Emerging Markets Fund

Family

Artisan Partners Funds

Category

Diversified Emerging Mkts

Find another fund

vs.

Benchmark

ACWX

iShares MSCI ACWI ex U.S. ETF

Family

iShares from BlackRock

Category

Foreign Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 10/31/24

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI Ex USA

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

0.23% less in annualized returns

Lower overall gender equality score

9 / 100 points lower

Lower gender balance in leadership and workforce score

3 / 40 points lower

Lower equal compensation and work life balance score

4 / 30 points lower

Lower policies promoting gender equality score

1 / 20 points lower

Lower commitment, transparency, and accountability score

1 / 10 points lower

Current fund

ARTZX

Artisan Sustainable Emerging Markets Fund

Family

Artisan Partners Funds

Category

Diversified Emerging Mkts

Find another fund

vs.

Benchmark

ACWX

iShares MSCI ACWI ex U.S. ETF

Family

iShares from BlackRock

Category

Foreign Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 10/31/24

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI Ex USA

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

0.23% less in annualized returns

Lower overall gender equality score

9 / 100 points lower

Lower gender balance in leadership and workforce score

3 / 40 points lower

Lower equal compensation and work life balance score

4 / 30 points lower

Lower policies promoting gender equality score

1 / 20 points lower

Lower commitment, transparency, and accountability score

1 / 10 points lower

Month-end trailing returns

Performance as of date: 10/31/24

Morningstar suggested benchmark: MSCI ACWI Ex USA NR USD

Annualized returns

Gender-lens analysis

1-yr

3-yr

5-yr

10-yr

This fund
ARTZX - Artisan Sustainable Emerging Markets Fund

24%

-2.77%

3.53%

4.41%

47 / 100 points

Benchmark

23%

1.44%

5.57%

4.64%

56 / 100 points

Fund compared to benchmark

0.54%

-4.21%

-2.04%

-0.23%

9 / 100 points lower

Find more financial data on ARTZX at Morningstar.com

What's next?

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