Artisan Sustainable Emerging Markets Fund

Shareclass
Artisan Sustainable Emerging Mkts Inv (ARTZX)
Type
Open-end mutual fund
Gender equality score
Gender equality score

45
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Peer rank
Group ranking

Unranked

Not ranked due to low data coverage

% Equileap coverage
25%
Gender balance in leadership and workforce
Gender balance in leadership and workforce
22/40
See the score criteria
Equal compensation and work life balance
Equal compensation and work life balance
8/30
See the score criteria
Policies promoting gender equality
Policies promoting gender equality
15/20
See the score criteria
Commitment, transparency, and accountability
Commitment, transparency, and accountability
0/10
See the score criteria
Top scoring holdings
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. Globant SA
    1.21% of assets
    $1.56M invested
  • 2. Alibaba Group Holding Ltd Ordinary Shares
    3.28% of assets
    $4.21M invested
  • 3. Credicorp Ltd
    1.61% of assets
    $2.07M invested
  • 4. Inpost SA Ordinary Shares
    1.35% of assets
    $1.73M invested
  • 5. WuXi Biologics (Cayman) Inc
    2.32% of assets
    $2.98M invested
  • 6. Trip.com Group Ltd
    1.31% of assets
    $1.68M invested
  • 7. Noah Holdings Ltd ADR
    0.3% of assets
    $382,275 invested
  • 8. AIA Group Ltd
    1.52% of assets
    $1.95M invested
  • 9. Sea Ltd ADR
    0.28% of assets
    $363,164 invested
  • 10. Prosus NV Ordinary Shares - Class N
    2.16% of assets
    $2.78M invested
Bottom scoring holdings
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. Zhuzhou CRRC Times Electric Co Ltd Class H
    1.91% of assets
    $2.46M invested
  • 2. NIO Inc ADR
    0.59% of assets
    $753,037 invested
  • 3. China Traditional Chinese Medicine Holdings Co Ltd
    1.68% of assets
    $2.15M invested
  • 4. Baidu Inc
    1.23% of assets
    $1.58M invested
  • 5. Alpha Services and Holdings SA
    0.95% of assets
    $1.23M invested
  • 6. MercadoLibre Inc
    3.43% of assets
    $4.41M invested
  • 7. Prosus NV Ordinary Shares - Class N
    2.16% of assets
    $2.78M invested
  • 8. Sea Ltd ADR
    0.28% of assets
    $363,164 invested
  • 9. AIA Group Ltd
    1.52% of assets
    $1.95M invested
  • 10. Noah Holdings Ltd ADR
    0.3% of assets
    $382,275 invested
Find sustainably-invested mutual funds and ETFs



Search for funds from your 401(k), retirement plan, or personal portfolio
Financial performance
Performance data provided byMorningstarFind 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
vs.
Benchmark
ACWX
iShares MSCI ACWI ex U.S. ETF
Family
iShares from BlackRock
Category
Foreign Large Blend
Fund comparison settings
Investment timeline
Performance as of: 2/29/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: MSCI ACWI Ex USA
ACWX - iShares MSCI ACWI ex U.S. ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher 10-yr returns 
0.07% more  in annualized returns
Lower overall gender equality score 
8 / 100 points lower
Lower gender balance in leadership and workforce score 
2 / 40 points lower
Lower equal compensation and work life balance score 
4 / 30 points lower
Lower policies promoting gender equality score 
2 / 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
vs.
Benchmark
ACWX
iShares MSCI ACWI ex U.S. ETF
Family
iShares from BlackRock
Category
Foreign Large Blend
Fund comparison settings
Investment timeline
Performance as of: 2/29/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: MSCI ACWI Ex USA
ACWX - iShares MSCI ACWI ex U.S. ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher 10-yr returns 
0.07% more  in annualized returns
Lower overall gender equality score 
8 / 100 points lower
Lower gender balance in leadership and workforce score 
2 / 40 points lower
Lower equal compensation and work life balance score 
4 / 30 points lower
Lower policies promoting gender equality score 
2 / 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
vs.
Benchmark
ACWX
iShares MSCI ACWI ex U.S. ETF
Family
iShares from BlackRock
Category
Foreign Large Blend
Fund comparison settings
Investment timeline
Performance as of: 2/29/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: MSCI ACWI Ex USA
ACWX - iShares MSCI ACWI ex U.S. ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher 10-yr returns 
0.07% more  in annualized returns
Lower overall gender equality score 
8 / 100 points lower
Lower gender balance in leadership and workforce score 
2 / 40 points lower
Lower equal compensation and work life balance score 
4 / 30 points lower
Lower policies promoting gender equality score 
2 / 20 points lower
Lower commitment, transparency, and accountability score 
1 / 10 points lower
Month-end trailing returns  
Annualized returns
Gender-lens analysis
1-yr
3-yr
5-yr
10-yr
Overall gender equality score
This fund
ARTZX - Artisan Sustainable Emerging Markets Fund
12%
-6.54%
2.16%
3.9%
45  / 100 points
Benchmark
ACWX - iShares MSCI ACWI ex U.S. ETF
13%
1.17%
5.26%
3.83%
53  / 100 points
Fund compared to benchmark
 
-0.25%
-7.71%
-3.1%
0.07%
8  / 100 points lower
Find more financial data on ARTZX at Morningstar.com
What's next?
Learn how to make a change and move your money
Get started with our action toolkit
Ask your employer about gender-lens investing in your retirement plan
Find socially responsible funds that invest in gender equality
Learn more about As You Sow's Invest Your Values program
Visit Fossil Free Funds to measure the climate risk of this portfolio
More from Invest Your Values
See how mutual funds and ETFs are rated on issues ranging from fossil fuels, to deforestation, gender equality, guns, prisons, weapons, and tobacco

Disclaimer: As You Sow is not an investment adviser

As You Sow is not an investment adviser as that term is defined under federal and state (California) laws and regulations. As You Sow is a tax-exempt, nonprofit organization dedicated to educating and empowering shareholders to change corporations for the good through the collection, analysis and dissemination of relevant information to the public, free of charge. As You Sow does not provide financial planning, legal or tax advice. Nothing on this website shall constitute or be construed as an offering of financial instruments, or as investment advice or investment recommendations.
See our full disclaimer