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Artio Global Mutual Fund Family Data Pages

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Performance
04-30-13

Total ReturnCategory Average
Total Return 24.4 9.0 -15.6 13.6 5.2
Category Average 30.4 10.8 -8.7 14.6 4.4
Assets for Each Yr* 24.0 22.7 13.2 7.2 6.1
*billions

Trailing Returns %
04-30-13

  YTD 3 Year 5 Year    
Fund Family 5.19 2.81 -3.03

Key Stats
04-30-13

Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
6,124 $1,000 0.0 100.0
Asset Class Score % of Assets Expense Ratio % Expense Rating
Domestic Stock 2.8 --- --- ---
International Stock 2.6 22.59 1.18 Below Avg
Municipal Bond --- --- --- ---
Taxable Bond 4.0 77.41 0.71 Below Avg
*Doesn't include money market assets.

Premium Features

  Gold, Silver, and Bronze-Rated Funds
  Negative-Rated Funds
  Cost Analyzer
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Portfolio Analysis

Morningstar Style Box
Asset Allocation %
Cash 6.8
Stocks 51.7
Bonds 33.8
Other 7.6
Annual Turnover % 114
% Assets in Top 10 0.2
 
Sector Breakdown (% of stocks) 
Sensitive 27.2
Communication Services 4.4
Energy 3.6
Industrials 14.0
Technology 5.3
Cyclical 46.6
Basic Materials 4.5
Consumer Cyclical 18.8
Financial Services 22.9
Real Estate 0.4
Defensive 26.2
Consumer Defensives 12.4
Healthcare 12.9
Utilities 0.8

Top 20 US Holdings | Get Price Quotes
YTD Return through 05-21-13

  Sector YTD Return % % Net Assets  
  General Motors Co* Consumer Cyclical 15.85 0.09
  Motors Liquidation Co Consumer Cyclical 0.02
  JPMorgan Chase & Co* Financial Services 21.95 0.01
  Intel Corp* Technology 19.30 0.01
  3M Co* Industrials 21.32 0.01
  Oracle Corporation* Technology 5.34 0.01
  Microsoft Corporation* Technology 32.20 0.01
  Exxon Mobil Corporation* Energy 8.61 0.01
  Wells Fargo & Co* Financial Services 20.63 0.01
  Qualcomm, Inc.* Technology 6.71 0.00
  Deckers Outdoor Corporation Consumer Cyclical 35.29 0.00
  Bed Bath & Beyond, Inc.* Consumer Cyclical 22.59 0.00
  Colgate-Palmolive Company* Consumer Defensive 19.05 0.00
  YRC Worldwide, Inc. Industrials 241.48 0.00
  Union Pacific Corp* Industrials 26.59 0.00
  Ross Stores, Inc.* Consumer Cyclical 22.65 0.00
  Kellogg Company* Consumer Defensive 17.94 0.00
  UnitedHealth Group Inc* Healthcare 16.30 0.00
  Ultra Petroleum Corporation* Energy 28.19 0.00
  TJX Companies* Consumer Cyclical 22.45 0.00
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Artio Global Family

Analyst Favorites and Tools

Best 5-Year Relative Performance | More
05-21-13

Fund Name 5-Yr Rank Analyst Report
Artio Global High Income A 31 04-01-13
Artio Total Return Bond A 48 03-28-13
Artio International Equity II A 88 03-05-13
Artio Select Opportunities A 90 ---
Artio International Equity A 94 02-27-13

Worst 5-Year Relative Performance | More
05-21-13

Fund Name 5-Yr Rank Analyst Report
Artio International Equity A 94 02-27-13
Artio Select Opportunities A 90 ---
Artio International Equity II A 88 03-05-13
Artio Total Return Bond A 48 03-28-13
Artio Global High Income A 31 04-01-13

Lowest Expenses | More
05-21-13

Fund Name Expense Ratio Analyst Report
Artio Total Return Bond A 0.69 03-28-13
Artio Global High Income A 0.99 04-01-13
Artio International Equity A 1.23 02-27-13
Artio International Equity II A 1.30 03-05-13
Artio Select Opportunities A 1.39 ---

Highest Expenses | More
05-21-13

Fund Name Expense Ratio Analyst Report
Artio Select Opportunities A 1.39 ---
Artio International Equity II A 1.30 03-05-13
Artio International Equity A 1.23 02-27-13
Artio Global High Income A 0.99 04-01-13
Artio Total Return Bond A 0.69 03-28-13

Longest Manager Tenure | More
05-21-13

Fund Name Manager Name Average Manager Tenure
Artio International Equity A Richard Charles Pell 18
Artio Total Return Bond A Richard Charles Pell 13
Artio Global High Income A Gregory Hopper 10
Artio International Equity II A Richard Charles Pell 8
Artio Select Opportunities A Keith Walter 1

Shortest Manager Tenure | More
05-21-13

Fund Name Manager Name Average Manager Tenure
Artio Select Opportunities A Keith Walter 1
Artio International Equity II A Richard Charles Pell 8
Artio Global High Income A Gregory Hopper 10
Artio Total Return Bond A Richard Charles Pell 13
Artio International Equity A Richard Charles Pell 18

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