Artisan International Small-Mid Fund
Shareclass
Artisan International Small-Mid Instl (APHJX)
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 International Small-Mid Fund
FUND COVERAGE
# of holdings71
% of assets81%
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
24 / 40
Gender Equality: Equal Compensation and Work Life Balance
10 / 30
Gender Equality: Policies Promoting Gender Equality
16 / 20
Gender Equality: Commitment, Transparency, and Accountability
0 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Aviva PLC1.87%$56.74M
- 2. Burberry Group PLC0.47%$14.33M
- 3. Balfour Beatty PLC1.8%$54.59M
- 4. St James's Place PLC1.61%$48.92M
- 5. Admiral Group PLC0.68%$20.62M
- 6. IMCD NV0.59%$17.83M
- 7. CAE Inc1.74%$52.89M
- 8. Smiths Group PLC1.92%$58.17M
- 9. Taylor Wimpey PLC0.64%$19.33M
- 10. Brenntag SE0.57%$17.32M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. BridgeBio Pharma Inc0.35%$10.75M
- 2. Agilysys Inc1.38%$41.74M
- 3. Madrigal Pharmaceuticals Inc0.97%$29.5M
- 4. Edgewise Therapeutics Inc0.18%$5.33M
- 5. Five9 Inc0.55%$16.53M
- 6. Legend Biotech Corp ADR1.7%$51.48M
- 7. Avidity Biosciences Inc Ordinary Shares0.81%$24.43M
- 8. Harmonic Drive Systems Inc0.58%$17.7M
- 9. Otsuka Corp0.44%$13.19M
- 10. Calix Inc0.85%$25.89M
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 International Small-Mid Fund
Totals
Holdings
Assets
Weight
Prisons
1
$91.8M
3.03%
Prisons high risk
1
$91.8M
3.03%
Private prisons
0
$0
0%
Borders
1
$58.17M
1.92%
Borders high risk
0
$0
0%
Total
2
$149.98M
4.95%
Holdings — 2 flagged holdings
1.
NICE Ltd ADR
$91.8M
3.03%
2.
Smiths Group PLC
:$58.17M
1.92%
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 International Small-Mid Fund APHJX
Environment
Social
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