Artisan Sustainable Emerging Markets Fund
Fund offered by:
Artisan
Ticker: ARTZXsocially responsible
Fossil fuel grade: Fossil fuel exposure of 8.83% places the fund in the D grade range of between 7% and 11% exposure.Fossil fuel exposure of 8.83% places the fund in the D grade range of between 7% and 11% exposure.How we track fossil fuel investments
D
$5.21 MILLION
in fossil fuel investments
Fossil free badges
0 out of 5 badges
Legacy grade: Funds can earn up to five badges for avoiding stock investments in different fossil fuel sectors.
5
fossil fuel stocks found
8.83%
of assets flagged
Data as of 12/31/19
Fossil fuel holdings
  For each fossil fuel category, we show the fund's exposure, if we found any.
Click a category to see the breakdown of companies in the pie chart and list below.
Producers energy sector
Top 200 owners of carbon reserves
Top 200 owners of carbon reserves
Carbon Underground 200
4.84%
of assets
3
holdings
$2.86M
invested
Coal industry
Coal industry
Coal miners and owners of coal reserves
1.21%
of assets
1
holdings
$714,857
invested
Oil/gas industry
Oil/gas industry
Oil/gas producers and refiners, oil field services and equipment companies, pipeline operators
7.62%
of assets
4
holdings
$4.5M
invested
Consumers utility sector
Top 30 coal-fired utilities
Top 30 coal-fired utilities
Macroclimate 30
1.18%
of assets
1
holdings
$697,847
invested
Fossil-fired utilities
Fossil-fired utilities
Electric utilities powered by coal and natural gas
3.99%
of assets
2
holdings
$2.35M
invested
All fossil fuel companies
5 holdings
5 holdings
  • 1. Reliance Industries Ltd
    Oil/gas industryFossil-fired utility
    2.8% of assets
    $1.65M invested
  • 2. PJSC Lukoil ADR
    Carbon Underground 200Oil/gas industry
    2.24% of assets
    $1.32M invested
  • 3. Petroleo Brasileiro SA Petrobras
    Carbon Underground 200Oil/gas industry
    1.39% of assets
    $820,864 invested
  • 4. Vale SA
    Carbon Underground 200Coal industry
    1.21% of assets
    $714,857 invested
  • 5. China Petroleum & Chemical Corp Class H
    Oil/gas industryMacroclimate 30Fossil-fired utility
    1.18% of assets
    $697,847 invested
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Artisan Sustainable Emerging Markets Fund $ARTZX is 8.83% invested in fossil fuel stocks, with $5.21 MILLION invested across 5 equity holdings
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Financial performance
Performance data provided byMorningstarFind more financial data on ARTZX at Morningstar.com
Current fund
ARTZX
Artisan Sustainable Emerging Markets Fund
Family
Artisan
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: 1/31/20
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 
-2.08% less in annualized returns
Less invested in fossil fuels 
1.53% less invested
Lower carbon footprint 
42 tonnes CO2e/$1M USD lower
Less invested in Clean200 
4.27% less invested
Current fund
ARTZX
Artisan Sustainable Emerging Markets Fund
Family
Artisan
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: 1/31/20
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 
-2.08% less in annualized returns
Less invested in fossil fuels 
1.53% less invested
Lower carbon footprint 
42 tonnes CO2e/$1M USD lower
Less invested in Clean200 
4.27% less invested
Current fund
ARTZX
Artisan Sustainable Emerging Markets Fund
Family
Artisan
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: 1/31/20
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 
-2.08% less in annualized returns
Less invested in fossil fuels 
1.53% less invested
Lower carbon footprint 
42 tonnes CO2e/$1M USD lower
Less invested in Clean200 
4.27% less invested
Month-end trailing returns  
Annualized returns
Climate analysis
1-yr
3-yr
5-yr
10-yr
Fossil fuel %
This fund
ARTZX - Artisan Sustainable Emerging Markets Fund
5.97%
8.84%
7.12%
2.84%
8.83% 
Benchmark
ACWX - iShares MSCI ACWI ex U.S. ETF
9.51%
7.5%
4.84%
4.92%
10% 
Fund compared to benchmark
 
-3.54%
1.35%
2.28%
-2.08%
1.53%  lower
Find more financial data on ARTZX at Morningstar.com
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