Artisan Sustainable Emerging Markets Fund

Shareclass

Artisan Sustainable Emerging Mkts Inv (ARTZX)

Type

Open-end mutual fund

Manager

Artisan Partners Funds

Investments in major fossil fuel companies

Vista Energy SAB de CV ADR

Top 200 carbon reserves

$2.89 MILLION

Fossil fuel holdings

Energy sector

Top 200 owners of carbon reserves

Carbon Underground 200

holdings

$2.89M

invested

1.67%

of portfolio

Coal industry

Coal miners, coal services, owners of coal reserves

holdings

$2.29M

invested

1.32%

of portfolio

Oil/gas industry

Oil/gas producers and refiners, oil field services and equipment companies, pipeline operators

holdings

$12.59M

invested

7.25%

of portfolio

Utility sector

Top 50 coal-fired utilities

Macroclimate 50

No direct stock holdings

Fossil-fired utilities

Utilities burning fossil fuels or distributing gas

No direct stock holdings

When calculating a portfolio's screen exposure, we only consider long investments, ignoring any shorts or liabilities.

All fossil fuel companies

4 holdings

1. Reliance Industries Ltd
$4.98M
2.87%
2. Vista Energy SAB de CV ADR
$2.89M
1.67%
3. Metlen Energy & Metals SA
$2.42M
1.39%
4. Vale SA
$2.29M
1.32%

Share to spread the word.
Business as usual is fueling climate destruction.

Artisan Sustainable Emerging Markets Fund $ARTZX is 7.25% ($12.59 MILLION) invested in fossil fuel stocks

Sustainability report card

As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.

Artisan Sustainable Emerging Markets Fund ARTZX

Environment

Fossil fuels

Investments in coal, oil, and natural gas energy and utility companies, and related financial companies

Deforestation

Investments in deforestation-risk agricultural commodities, and related financial companies and consumer brands

Social

Gender equality

Gender equality group ranking, based on Equileap company data

N/A

Civilian firearms

Investments in civilian firearms manufacturers, and related gun retailers

Prison industrial complex

Investments in prisons and borders industry, including private prison operators

Military weapons

Investments in military arms manufacturers and services companies, including nuclear weapon manufacturers and servicers

Tobacco

Investments in tobacco and e-cigarette manufacturers, and tobacco-promoting entertainment companies

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Financial performance

Performance data provided by

Find more financial data on ARTZX at Morningstar.com

Current fund

ARTZX

Artisan Sustainable Emerging Markets Fund

Family

Artisan Partners Funds

Category

Diversified Emerging Mkts

Find another fund

vs.

Benchmark

ACWX

iShares MSCI ACWI ex U.S. ETF

Family

iShares from BlackRock

Category

Foreign Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 10/31/24

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI Ex USA

Fund comparison results

Compared to the benchmark, this fund has:

Lower

10-yr returns

-0.23% less in annualized returns

Less invested in fossil fuels

3.85% less invested

Lower fossil finance risk score

27 points lower

Lower fossil insurance risk score

16 points lower

More invested in Clean200

3.93% more invested

Current fund

ARTZX

Artisan Sustainable Emerging Markets Fund

Family

Artisan Partners Funds

Category

Diversified Emerging Mkts

Find another fund

vs.

Benchmark

ACWX

iShares MSCI ACWI ex U.S. ETF

Family

iShares from BlackRock

Category

Foreign Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 10/31/24

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI Ex USA

Fund comparison results

Compared to the benchmark, this fund has:

Lower

10-yr returns

-0.23% less in annualized returns

Less invested in fossil fuels

3.85% less invested

Lower fossil finance risk score

27 points lower

Lower fossil insurance risk score

16 points lower

More invested in Clean200

3.93% more invested

Current fund

ARTZX

Artisan Sustainable Emerging Markets Fund

Family

Artisan Partners Funds

Category

Diversified Emerging Mkts

Find another fund

vs.

Benchmark

ACWX

iShares MSCI ACWI ex U.S. ETF

Family

iShares from BlackRock

Category

Foreign Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 10/31/24

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI Ex USA

Fund comparison results

Compared to the benchmark, this fund has:

Lower

10-yr returns

-0.23% less in annualized returns

Less invested in fossil fuels

3.85% less invested

Lower fossil finance risk score

27 points lower

Lower fossil insurance risk score

16 points lower

More invested in Clean200

3.93% more invested

Month-end trailing returns

Performance as of date: 10/31/24

Morningstar suggested benchmark: MSCI ACWI Ex USA NR USD

Annualized returns

Climate analysis

1-yr

3-yr

5-yr

10-yr

This fund
ARTZX - Artisan Sustainable Emerging Markets Fund

24%

-2.77%

3.53%

4.41%

7.25%

Benchmark

23%

1.44%

5.57%

4.64%

11%

Fund compared to benchmark

0.54%

-4.21%

-2.04%

-0.23%

3.85% lower

Find more financial data on ARTZX at Morningstar.com

What's next?

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Disclaimer: As You Sow is not an investment adviser

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Fossil fuel companiesare fueling the climate crisis.

Environment

Social

Disclaimer: As You Sow is not an investment adviser