Artisan Mutual Fund Family Data Pages

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Performance
02-28-11

Total ReturnCategory Average
Total Return 13.7 -41.4 43.2 15.4 4.8
Category Average 9.5 -42.3 34.3 19.0 4.6
Assets for Each Yr* 27.5 14.4 21.3 24.3 24.3
*billions

Trailing Returns %
02-28-11

  YTD 3 Year 5 Year    
Fund Family 4.81 3.71 5.52

Key Stats
02-28-11

Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
24,300 $1,000 0.0 100.0
Asset Class Score % of Assets Expense Ratio % Expense Rating
Domestic Stock 4.1 62.76 1.29 Average
International Stock 3.1 37.24 1.39 Average
Municipal Bond --- --- --- ---
Taxable Bond --- --- --- ---
*Doesn't include money market assets.

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Portfolio Analysis

Morningstar Style Box
1 0 1
1 0 1
1 0 1
Asset Allocation %
Cash 4.3
Stocks 95.7
Bonds ---
Other 0.0
Annual Turnover % 54
% Assets in Top 10 6.1
 
Sector Breakdown (% of stocks) 
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Communication Services NaN
Energy NaN
Industrials NaN
Technology NaN
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Basic Materials NaN
Consumer Cyclical NaN
Financial Services NaN
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Consumer Defensives NaN
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Top 20 US Holdings | Get Price Quotes
YTD Return through 03-15-11

  Sector YTD Return % % Net Assets  
  Arch Capital Group, Ltd.* Financial Services 2.92 0.83
  Cerner Corporation* Software 7.14 0.71
  Arrow Electronics, Inc.* Consumer Services 12.82 0.66
  Signet Jewelers Ltd* Consumer Services -1.84 0.56
  Alleghany Corporation* Financial Services 5.43 0.55
  Agilent Technologies, Inc.* Hardware 5.77 0.55
  Accenture PLC* Business Services 3.16 0.55
  Precision Castparts Corp.* Industrial Materials 1.85 0.55
  Towers Watson-A Business Services 7.97 0.55
  Ingram Micro, Inc.* Consumer Services 2.78 0.54
  Tyco Electronics, Ltd.* Hardware -4.51 0.53
  BorgWarner, Inc.* Consumer Goods 1.92 0.52
  Cooper Industries PLC.* Industrial Materials 5.82 0.52
  Trimble Navigation Ltd. Hardware 15.15 0.52
  Hubbell, Inc. B* Consumer Goods 13.92 0.51
  Applied Materials, Inc.* Hardware 6.41 0.50
  Analog Devices, Inc.* Hardware 0.40 0.49
  Aon Corp.* Financial Services 14.15 0.49
  Avnet, Inc.* Consumer Services -2.85 0.49
  Kroger Company* Consumer Services 7.80 0.49
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Longest Manager Tenure | More
03-15-11

Fund Name Manager Name Average Manager Tenure
Artisan International Inv Mark L. Yockey 15
Artisan Small Cap Value Investor Scott C. Satterwhite 10
Artisan International Small Cap Investor Mark L. Yockey 9
Artisan Mid Cap Value Investor James C. Kieffer 8
Artisan International Value Investor N. David Samra 6

Shortest Manager Tenure | More
03-15-11

Fund Name Manager Name Average Manager Tenure
Artisan Global Equity Inv Barry P. Dargan 1
Artisan Growth Opportunities Inv James D. Hamel 2
Artisan Small Cap Investor Craigh A. Cepukenas 2
Artisan Global Value Investor Daniel J. O'Keefe 3
Artisan Emerging Markets Inst Maria Negrete-Gruson 5
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