Investment Test Drive

ARTKX Artisan International Value Investor

1 lower fee alternative found

FeeX scanned the market for similar funds with lower fees and better past returns
Show results with
Investing
$
  YOU ASKED ABOUT FEATURED ALTERNATIVE ?
Fund ARTKX Artisan International Value Investor FMIJX FMI International  
Similarity
?
100% 90%
Annual Fees
?
$127.81
(1.21% Exp. Ratio)
$103.51
(0.98% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.62% annual return
$35,837.84 $38,427.31
Est. savings over 30 yrs +$2,589.46
Return
As of 11/30/16
1 YR RETURN 1.34%
3 YR 1.03%
5 YR 10.03%
10 YR 5.50%
1 YR RETURN 5.45%
3 YR 6.34%
5 YR 11.60%
10 YR --
Description
The investment seeks maximum long-term capital growth. The focus of the investment process is on individual companies, not on selection of countries or regions. Under normal market conditions, the fund invests no less than 80% of its total assets excluding cash and cash equivalents), measured at market value at the time of purchase, in common stocks and other securities of non-U.S. companies. The fund invests primarily in developed markets but also may invest in emerging and less developed markets.
The investment seeks long-term capital appreciation. The fund invests mainly in a limited number of large capitalization (namely, companies with more than $5 billion market capitalization at the time of initial purchase) value stocks of foreign companies (also referred to as non-U.S. companies). It normally invests at least 65% of its total assets in the equity securities of non-U.S. companies. The majority of the fund's investments will be in companies that have global operations rather than in companies whose business is limited to a particular country or geographic region. The fund is non-diversified.

Join FeeX to view all alternatives, get more data and filtering options, and be able to automatically scan all your investments for lower fee replacements.

It's free!

The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.

Similarity

FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.

+

Your Feedback has been sent successfully!