Artio International Equity A
(MUTF:BJBIX) Watch this mutual fundFind more results for
BJBIX
Performance
Trailing returns
| 1 day |
| -2.08% | |||
| 1 week |
| -0.03% | |||
| 4 week |
| -3.86% | |||
| 3 month | +10.28% |
| |||
| YTD | +23.26% |
| |||
| 1 year | +37.06% |
| |||
| 3 years* |
| -4.78% | |||
| 5 years* | +6.07% |
| |||
| *annualized | |||||
| Best 3 month return | +50.61% | |
| Worst 3 month return | -34.12% |
Morningstar statistics
Morningstar category: Foreign Large Blend
| Return | Risk | Rating | |
| 3 years | Average | Below Average |
 
|
| 5 years | Above Average | Average |
|
| 10 years | High | Above Average |
|
| Overall | Above Average | Average |
|
Morningstar style Learn more
| Large | |||
| Mid | |||
| Small | |||
| Value | Blend | Growth |
Key statistics
| Total assets | 10.77B | |
| Front load | - | |
| Deferred load | - | |
| Expense ratio | 1.25% | |
| Management fee | - | |
| Fund family | Artio Global |
Asset allocation
| Cash | 17.76% | |
| Stocks | 79.80% | |
| Bonds | 0.07% | |
| Preferred | 0.31% | |
| Other | 2.06% |
Purchase information
| Initial | $1,000 | |
| Additional | $1,000 | |
| IRA Initial | $100 | |
| AIP Initial | $1,000 | |
| AIP Additional | $100 |
29.43
-0.19 (-0.64%)
Nov 20, 8:00PM EST
Overall Morningstar RatingTM
Description
The investment seeks long-term growth of capital.
The fund normally invests at least 80% of assets in international equity securities. It normally invests at least 65% of total assets in no fewer than three different countries outside the U.S. The fund may invest up to 35% of total assets in the securities of emerging markets.
Fund filings (PDF) »
Fund filings (PDF) »
Asset managers:
Rudolph-Riad Younes (Started: Apr 1, 1995)
Richard C. Pell (Started: Apr 1, 1995)
Rudolph-Riad Younes (Started: Apr 1, 1995)
Richard C. Pell (Started: Apr 1, 1995)
Risk
| 1 year | 3 years | 5 years | 10 years | ||
| Alpha* | -8.40 | -1.15 | 1.04 | 5.21 | |
| Beta* | 1.01 | 0.97 | 1.01 | 0.98 | |
| Mean annual return | 1.65 | -0.24 | 0.68 | 0.74 | |
| R-squared* | 97.16 | 97.00 | 95.76 | 78.98 | |
| Standard deviation | 27.68 | 24.00 | 20.62 | 19.92 | |
| Sharpe ratio | 0.71 | -0.22 | 0.25 | 0.30 | |
| * Against standard index | |||||
Top 10 holdings
| Security | Net Assets | |
| TOPIX Index (Fut) | 3.83% | |
| Hang Seng (Fut) | 3.09% | |
| Asx Spi 200 Index Futures Sep09 Xsfe | 2.25% | |
| Kospi 200 (Fut) | 1.91% | |
| Taiex (Fut) | 1.42% | |
| Komercni banka (BAAKOMB) | 1.38% | |
| Nestle (NESN) | 1.29% | |
| Novartis (NOVN) | 1.24% | |
| HSBC Holdings PLC (HSBA) | 1.23% | |
| Rio Tinto Limited (RIO) | 1.14% |