Artisan Fund Family Report
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  • Select a Fund Family
  • Performance
    08-31-17

    Total ReturnCategory Average
    Total Return31.101.24-2.611.6717.41
    Category Average25.891.04-1.133.4316.85
    Assets for Each Yr*55.5157.0451.0146.2051.81
    *billions

    Trailing Returns %
    08-31-17

      YTD 3 Year 5 Year    
    Fund Family 17.41 4.37 10.55

    Key Stats
    08-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $51,809 mil $1,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.1 25.18 1.02 Average
    International Stock 3.3 70.19 1.15 Average
    Municipal Bond -- -- -- --
    Taxable Bond 5.0 4.63 0.94 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    09-18-17

      Sector YTD Return % % Net Assets  
    Medtronic PLC* Healthcare 16.93 1.94
    Aon PLC* Financial Services 30.10 1.63
    Arch Capital Group Ltd* Financial Services 12.26 1.52
    IHS Markit Ltd A* Industrials 34.23 1.13
    TE Connectivity Ltd* Technology 20.94 0.83
    LKQ Corp* Consumer Cyclical 14.94 0.76
    S&P Global Inc* Financial Services 44.75 0.73
    Boston Scientific Corp* Healthcare 34.03 0.69
    Regeneron Pharmaceuticals Inc* Healthcare 18.40 0.67
    Global Payments Inc* Industrials 39.78 0.59
    Veeva Systems Inc Class A* Technology 38.01 0.41
    Cigna Corp* Healthcare 38.95 0.41
    Wolseley PLC* Industrials 1.82 0.36
    Air Lease Corp Class A* Industrials 16.88 0.36
    Guidewire Software Inc* Technology 59.76 0.35
    Delphi Automotive PLC* Consumer Cyclical 50.62 0.35
    DexCom Inc* Healthcare 16.01 0.33
    Becton, Dickinson and Co* Healthcare 19.48 0.32
    Progressive Corp* Financial Services 32.37 0.32
    Waste Connections Inc* Industrials 32.36 0.32

    Longest Manager Tenure | More
    09-18-17

    Fund Name   Manager Name Avg Manager Tenure  
    Artisan Internationa N. David Samra 13.00
    Artisan Emerging Mar Maria Negrete-Gruson 11.20
    Artisan Internationa Mark L. Yockey 11.00
    Artisan Mid Cap Valu James C. Kieffer 10.90
    Artisan Internationa Mark L. Yockey 10.70

    Shortest Manager Tenure | More
    09-18-17

    Fund Name   Manager Name Avg Manager Tenure  
    Artisan Thematic Inv Christopher Smith 0.40
    Artisan Developing W Lewis S. Kaufman 2.20
    Artisan High Income Bryan C. Krug 3.50
    Artisan Global Equit Mark L. Yockey 5.60
    Artisan Global Oppor James D. Hamel 6.80