Clean200200 companies leading on clean energy.


Artisan Small Cap Fund

Shareclass
Artisan Small Cap Investor (ARTSX)
Type
Open-end mutual fund
$0
invested in Clean200 stocks
0
Clean200 holdings
0%
of assests invested
Clean200 was created by As You Sow and Corporate Knights
As You SowCorporate Knights
Wind energy
Solar energy
The Clean200 is a list of 200 publicly traded companies that are leading the way with solutions for the transition to clean energy. See the full list
0 holdings
Clean200 holdings
0 holdings
Methodology
The Clean200 are the largest 200 public companies ranked by green energy revenues. The dataset is developed by multiplying a company’s most recent year-end revenues by its clean revenue estimate, primarily sourced from Corporate Knights Research supplemented by FactSet, Bloomberg BNEF, and FTSE Russell data. In order to be eligible, a company must have USD revenue of at least $1 billion (most recent available fiscal year-end data) and earn more than 10% of total revenues from clean sources, which extends beyond energy efficiency, green energy, and zero emission and hybrid vehicles. We include banks that are financing the low-carbon solutions; real estate companies leading the way on low-carbon buildings; forestry companies protecting carbon sinks; responsible miners of critical materials for the low carbon economy; food and apparel companies with products that are primarily made of raw materials with a significantly lower carbon footprint; and energy-hungry information and communications technology companies that are leading the way on renewable energy. More
This fund has:
No stock investments in Clean200 or Carbon Underground 200
Financial performance
Performance data provided byMorningstarFind more financial data on ARTSX at Morningstar.com
Current fund
ARTSX
Artisan Small Cap Fund
Family
Artisan Partners Funds
Category
Small Growth
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 9/30/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower
 10-yr returns 
-2.79% less in annualized returns
Less invested in fossil fuels 
8.26% less invested
Lower fossil finance risk score 
13 points lower
Lower fossil insurance risk score 
22 points lower
Less invested in Clean200 
19.55% less invested
Current fund
ARTSX
Artisan Small Cap Fund
Family
Artisan Partners Funds
Category
Small Growth
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 9/30/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower
 10-yr returns 
-2.79% less in annualized returns
Less invested in fossil fuels 
8.26% less invested
Lower fossil finance risk score 
13 points lower
Lower fossil insurance risk score 
22 points lower
Less invested in Clean200 
19.55% less invested
Current fund
ARTSX
Artisan Small Cap Fund
Family
Artisan Partners Funds
Category
Small Growth
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 9/30/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower
 10-yr returns 
-2.79% less in annualized returns
Less invested in fossil fuels 
8.26% less invested
Lower fossil finance risk score 
13 points lower
Lower fossil insurance risk score 
22 points lower
Less invested in Clean200 
19.55% less invested
Month-end trailing returns  
Annualized returns
Climate analysis
1-yr
3-yr
5-yr
10-yr
Clean200 %
This fund
ARTSX - Artisan Small Cap Fund
24%
-6.49%
7.26%
11%
0% 
Benchmark
IVV - iShares Core S&P 500 ETF
36%
12%
16%
13%
20% 
Fund compared to benchmark
 
-11.85%
-18.37%
-8.69%
-2.79%
20%  lower
Find more financial data on ARTSX at Morningstar.com
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