Clean200200 companies leading on clean energy.


Artisan Sustainable Emerging Markets Fund

Shareclass
Artisan Sustainable Emerging Mkts Inv (ARTZX)
Type
Open-end mutual fund
Sustainability mandate
$26.93 MILLION
invested in Clean200 stocks
4
Clean200 holdings
17.02%
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
Clean200 holdings
Clean200 holdings
4 holdings
4 holdings
  • 1. Taiwan Semiconductor Manufacturing Co Ltd
    Technology
    14% of assets
    $21.38M invested
  • 2. Zhuzhou CRRC Times Electric Co Ltd Class H
    Industrials
    2.71% of assets
    $4.29M invested
  • 3. LG Energy Solution Ltd
    Industrials
    0.56% of assets
    $890,274 invested
  • 4. NIO Inc ADR
    Consumer cyclical
    0.23% of assets
    $370,490 invested
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:
More investments in Clean200 than Carbon Underground 200
Financial performance
Performance data provided byMorningstarFind more financial data on ARTZX at Morningstar.com
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: 9/30/24
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:
Lower
 10-yr returns 
-0.13% less in annualized returns
Less invested in fossil fuels 
3.49% less invested
Lower fossil finance risk score 
25 points lower
Lower fossil insurance risk score 
15 points lower
More invested in Clean200 
4.87% more invested
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: 9/30/24
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:
Lower
 10-yr returns 
-0.13% less in annualized returns
Less invested in fossil fuels 
3.49% less invested
Lower fossil finance risk score 
25 points lower
Lower fossil insurance risk score 
15 points lower
More invested in Clean200 
4.87% more invested
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: 9/30/24
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:
Lower
 10-yr returns 
-0.13% less in annualized returns
Less invested in fossil fuels 
3.49% less invested
Lower fossil finance risk score 
25 points lower
Lower fossil insurance risk score 
15 points lower
More invested in Clean200 
4.87% more invested
Month-end trailing returns  
Annualized returns
Climate analysis
1-yr
3-yr
5-yr
10-yr
Clean200 %
This fund
ARTZX - Artisan Sustainable Emerging Markets Fund
24%
-0.56%
5.19%
4.91%
17% 
Benchmark
ACWX - iShares MSCI ACWI ex U.S. ETF
25%
4.05%
7.33%
5.04%
12% 
Fund compared to benchmark
 
-1.34%
-4.6%
-2.14%
-0.13%
4.87%  higher
Find more financial data on ARTZX at Morningstar.com
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