Artisan Fund Family Report
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  • Select a Fund Family
  • Performance
    10-31-17

    Total ReturnCategory Average
    Total Return31.101.24-2.611.6722.03
    Category Average25.891.04-1.133.4321.48
    Assets for Each Yr*55.5157.0451.0146.2053.78
    *billions

    Trailing Returns %
    10-31-17

      YTD 3 Year 5 Year    
    Fund Family 22.03 6.60 11.12

    Key Stats
    10-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $53,784 mil $1,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.9 24.10 1.02 Average
    International Stock 3.3 71.21 1.15 Average
    Municipal Bond -- -- -- --
    Taxable Bond 5.0 4.68 0.94 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    11-16-17

      Sector YTD Return % % Net Assets  
    Medtronic PLC* Healthcare 13.17 1.94
    Aon PLC* Financial Services 27.94 1.63
    Arch Capital Group Ltd* Financial Services 10.89 1.52
    IHS Markit Ltd A* Industrials 22.73 1.13
    TE Connectivity Ltd* Technology 39.03 0.83
    LKQ Corp* Consumer Cyclical 22.90 0.76
    S&P Global Inc* Financial Services 50.02 0.73
    Boston Scientific Corp* Healthcare 30.74 0.69
    Regeneron Pharmaceuticals Inc* Healthcare 7.52 0.67
    Global Payments Inc* Industrials 44.44 0.59
    Veeva Systems Inc Class A* Technology 50.22 0.41
    Cigna Corp* Healthcare 50.69 0.41
    Wolseley PLC* Industrials 16.01 0.36
    Air Lease Corp Class A* Industrials 21.92 0.36
    Guidewire Software Inc* Technology 64.57 0.35
    Delphi Automotive PLC* Consumer Cyclical 49.07 0.35
    DexCom Inc* Healthcare -11.19 0.33
    Becton, Dickinson and Co* Healthcare 35.13 0.32
    Progressive Corp* Financial Services 47.19 0.32
    Waste Connections Inc* Industrials 35.55 0.32

    Longest Manager Tenure | More
    11-16-17

    Fund Name   Manager Name Avg Manager Tenure  
    Artisan Internationa N. David Samra 13.10
    Artisan Emerging Mar Maria Negrete-Gruson 11.40
    Artisan Internationa Mark L. Yockey 11.20
    Artisan Internationa Mark L. Yockey 10.90
    Artisan Global Value Daniel J. O'Keefe 9.90

    Shortest Manager Tenure | More
    11-16-17

    Fund Name   Manager Name Avg Manager Tenure  
    Artisan Global Disco Craigh A. Cepukenas 0.20
    Artisan Thematic Inv Christopher Smith 0.60
    Artisan Developing W Lewis S. Kaufman 2.40
    Artisan High Income Bryan C. Krug 3.70
    Artisan Global Equit Mark L. Yockey 5.80