On the lookout for a Non US – Equity fund? Starting with Artisan International Fund Investor (ARTIX) should not be a possibility at this time. ARTIX possesses a Zacks Mutual Fund Rank of 5 (Strong Sell), which is based on various forecasting factors like size, cost, and past performance.

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We classify ARTIX in the Non US – Equity category, which is an area rife with potential choices. Investing in companies outside the United States is how Non US – Equity funds set themselves apart, since global funds tend to keep a good portion of their portfolio stateside. Many of these funds like to allocate across emerging and developed markets, and will often focus on all cap levels.

Artisan Funds is based in Boston, MA, and is the manager of ARTIX. Artisan International Fund Investor made its debut in December of 1995, and since then, ARTIX has accumulated about $1.56 billion in assets, per the most up-to-date date available. The fund is currently managed by a team of investment professionals.

Of course, investors look for strong performance in funds. This fund in particular has delivered a 5-year annualized total return of 4.51%, and is in the bottom third among its category peers. But if you are looking for a shorter time frame, it is also worth looking at its 3-year annualized total return of 3%, which places it in the top third during this time-frame.

It is important to note that the product’s returns may not reflect all its expenses. Any fees not reflected would lower the returns. Total returns do not reflect the fund’s [%] sale charge. If sales charges were included, total returns would have been lower.

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When looking at a fund’s performance, it is also important to note the standard deviation of the returns. The lower the standard deviation, the less volatility the fund experiences. Compared to the category average of 16.26%, the standard deviation of ARTIX over the past three years is 17.14%. Over the past 5 years, the standard deviation of the fund is 17.57% compared to the category average of 16.71%. This makes the fund more volatile than its peers over the past half-decade.

Investors should note that the fund has a 5-year beta of 0.88, which means it is hypothetically less volatile than the market at large. Alpha is an additional metric to take into consideration, since it represents a portfolio’s performance on a risk-adjusted basis relative to a benchmark, which in this case, is the S&P 500. With a negative alpha of -8.36, managers in this portfolio find it difficult to pick securities that generate better-than-benchmark returns.

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