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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) 
Sensitive NaN
Communication Services NaN
Energy NaN
Industrials NaN
Technology NaN
Cyclical NaN
Basic Materials NaN
Consumer Cyclical NaN
Financial Services NaN
Real Estate NaN
Defensive NaN
Consumer Defensives NaN
Healthcare NaN
Utilities NaN

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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Artisan Family

Analyst Favorites and Tools

Best 5-Year Relative Performance | More
03-15-11

Fund Name 5-Yr Rank Analyst Report
Artisan Mid Cap Value Investor 5 11-15-10
Artisan Mid Cap Inv 9 05-28-10
Artisan Small Cap Value Investor 11 06-16-10
Artisan International Value Investor 16 02-16-11
Artisan International Small Cap Investor 29 01-27-11

Worst 5-Year Relative Performance | More
03-15-11

Fund Name 5-Yr Rank Analyst Report
Artisan Small Cap Investor 82 07-08-10
Artisan International Inv 33 01-26-11
Artisan International Small Cap Investor 29 01-27-11
Artisan International Value Investor 16 02-16-11
Artisan Small Cap Value Investor 11 06-16-10

Lowest Expenses | More
03-15-11

Fund Name Expense Ratio Analyst Report
Artisan International Value Investor 1.21 02-16-11
Artisan Mid Cap Value Investor 1.21 11-15-10
Artisan Small Cap Value Investor 1.22 06-16-10
Artisan International Inv 1.23 01-26-11
Artisan Mid Cap Inv 1.23 05-28-10

Highest Expenses | More
03-15-11

Fund Name Expense Ratio Analyst Report
Artisan Global Equity Inv 1.50 ---
Artisan Global Value Investor 1.50 02-09-11
Artisan Growth Opportunities Inv 1.50 ---
Artisan International Small Cap Investor 1.50 01-27-11
Artisan Emerging Markets Inst 1.31 ---

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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