Artisan Focus Fund
Shareclass
Artisan Focus Fund Investor (ARTTX)
Type
Open-end mutual fund
Manager
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Artisan Focus Fund
FUND COVERAGE
# of holdings26
% of assets85%
Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.
Sub-scores & KPIs
Gender Equality: Gender Balance in Leadership and Workforce
27 / 40
Gender Equality: Equal Compensation and Work Life Balance
11 / 30
Gender Equality: Policies Promoting Gender Equality
18 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Welltower Inc3.16%$40.56M
- 2. Mastercard Inc Class A4.58%$58.76M
- 3. The Goldman Sachs Group Inc0.5%$6.41M
- 4. Microsoft Corp10%$134.61M
- 5. GE Aerospace9.45%$121.34M
- 6. Siemens Energy AG Ordinary Shares4.75%$60.93M
- 7. Rolls-Royce Holdings PLC6.67%$85.67M
- 8. ServiceNow Inc0.83%$10.68M
- 9. Vistra Corp1.94%$24.84M
- 10. Nasdaq Inc1.85%$23.74M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Evercore Inc Class A2.08%$26.65M
- 2. Broadcom Inc4.01%$51.53M
- 3. Charles Schwab Corp0.98%$12.53M
- 4. Howmet Aerospace Inc3.18%$40.79M
- 5. Rheinmetall AG2.34%$30.1M
- 6. Capital One Financial Corp2.9%$37.23M
- 7. Rockwell Automation Inc0.7%$8.98M
- 8. Eli Lilly and Co1.13%$14.45M
- 9. Netflix Inc4.1%$52.62M
- 10. NVIDIA Corp7%$89.88M
Fund manager statement
We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.
Manager surveyEXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund Artisan Focus Fund
Totals
Holdings
Assets
Weight
Prisons
2
$168.62M
13%
Prisons high risk
1
$34.02M
2.65%
Private prisons
0
$0
0%
Borders
2
$168.62M
13%
Borders high risk
1
$34.02M
2.65%
Total
2
$168.62M
13%
Holdings — 2 flagged holdings
1.
Microsoft Corp
:$134.61M
10%
2.
Axon Enterprise Inc
:$34.02M
2.65%
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 Focus Fund ARTTX
Environment
Social
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