Artisan Mutual Fund Family Data Pages

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Performance
04-30-18

Total ReturnCategory Average
Total Return 1.2 -2.6 1.7 24.4 0.8
Category Average 1.0 -1.1 3.4 24.9 0.4
Assets for Each Yr* 57.0 51.0 46.2 53.7 54.1
*billions

Trailing Returns %
04-30-18

  YTD 3 Year 5 Year    
Fund Family 0.76 5.88 8.19

Key Stats
04-30-18

Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
54,086 $1,000 0.0 100.0
Asset Class Score % of Assets Expense Ratio % Expense Rating
Domestic Stock 2.9 21.78 1.07 Average
International Stock 3.1 73.38 1.21 Average
Municipal Bond --- --- --- ---
Taxable Bond 5.0 4.84 0.87 Average
*Doesn't include money market assets.

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Portfolio Analysis

Morningstar Style Box
1 0 1
1 0 1
0 0 1
Asset Allocation %
Cash 6.0
Stocks 85.8
Bonds 7.3
Other 0.9
Annual Turnover % 37
% Assets in Top 10 8.8
 
Sector Breakdown (% of stocks) 
Sensitive 40.3
Communication Services 2.7
Energy 3.9
Industrials 14.9
Technology 18.9
Cyclical 43.7
Basic Materials 4.7
Consumer Cyclical 11.4
Financial Services 27.3
Real Estate 0.4
Defensive 16.0
Consumer Defensives 8.4
Healthcare 7.6
Utilities 0.0

Top 20 US Holdings | Get Price Quotes
YTD Return through 05-18-18

  Sector YTD Return % % Net Assets  
  Medtronic PLC* Healthcare 5.39 1.58
  Arch Capital Group Ltd Financial Services -13.33 1.41
  Aon PLC* Financial Services 6.01 1.19
  TE Connectivity Ltd* Technology 0.55 0.97
  IHS Markit Ltd A* Industrials 13.91 0.80
  Progressive Corp* Financial Services 8.19 0.69
  LKQ Corp* Consumer Cyclical -25.06 0.66
  Global Payments Inc* Industrials 13.50 0.58
  Ferguson PLC Industrials 7.40 0.50
  Boston Scientific Corp* Healthcare 22.83 0.46
  Aptiv PLC* Consumer Cyclical 15.27 0.46
  S&P Global Inc* Financial Services 17.13 0.44
  Atlassian Corporation PLC A Technology 39.28 0.42
  Visa Inc Class A* Financial Services 14.32 0.42
  Veeva Systems Inc Class A* Technology 39.82 0.40
  Guidewire Software Inc* Technology 25.87 0.33
  Proofpoint Inc Technology 37.89 0.33
  Tableau Software Inc A* Technology 36.46 0.33
  Amazon.com Inc* Consumer Cyclical 34.62 0.31
  TD Ameritrade Holding Corp* Financial Services 19.52 0.28
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Longest Manager Tenure | More
05-18-18

Fund Name Manager Name Average Manager Tenure
Artisan International Value Investor N. David Samra 14
Artisan Emerging Markets Inst Maria Negrete-Gruson 12
Artisan International Investor Mark L. Yockey 12
Artisan International Small Cap Investor Mark L. Yockey 11
Artisan Global Value Investor Daniel J. O'Keefe 10

Shortest Manager Tenure | More
05-18-18

Fund Name Manager Name Average Manager Tenure
Artisan Global Discovery Investor Craigh A. Cepukenas 1
Artisan Thematic Investor Christopher Smith 1
Artisan Developing World Institutional Lewis S. Kaufman 3
Artisan High Income Investor Bryan C. Krug 4
Artisan Global Equity Investor Mark L. Yockey 6
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