Artisan Fund Family Report
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  • Select a Fund Family
  • Performance
    04-30-17

    Total ReturnCategory Average
    Total Return31.101.24-2.611.6710.55
    Category Average25.891.04-1.133.4310.02
    Assets for Each Yr*55.5157.0451.0146.2050.10
    *billions

    Trailing Returns %
    04-30-17

      YTD 3 Year 5 Year    
    Fund Family 10.55 3.81 9.00

    Key Stats
    04-30-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $50,097 mil $1,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.9 27.30 1.02 Average
    International Stock 3.3 68.31 1.16 Average
    Municipal Bond -- -- -- --
    Taxable Bond 5.0 4.39 0.94 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    05-26-17

      Sector YTD Return % % Net Assets  
    Medtronic PLC* Healthcare 20.06 1.84
    Arch Capital Group Ltd* Financial Services 10.73 1.60
    Aon PLC* Financial Services 17.19 1.56
    IHS Markit Ltd A* Industrials 30.64 1.16
    TE Connectivity Ltd* Technology 13.71 0.84
    Boston Scientific Corp* Healthcare 26.31 0.82
    S&P Global Inc* Financial Services 31.14 0.71
    LKQ Corp* Consumer Cyclical 2.94 0.71
    Global Payments Inc* Industrials 32.34 0.58
    Regeneron Pharmaceuticals Inc* Healthcare 23.99 0.55
    DexCom Inc* Healthcare 14.99 0.50
    Wolseley PLC* Industrials 6.72 0.42
    Waste Connections Inc* Industrials 20.56 0.42
    Amazon.com Inc* Consumer Cyclical 32.79 0.41
    Air Lease Corp Class A* Industrials 9.48 0.41
    Devon Energy Corp* Energy -21.44 0.39
    Cigna Corp* Healthcare 20.97 0.38
    Veeva Systems Inc Class A* Technology 64.18 0.37
    Intercontinental Exchange Inc* Financial Services 7.32 0.37
    SVB Financial Group* Financial Services 2.82 0.35

    Longest Manager Tenure | More
    05-26-17

    Fund Name   Manager Name Avg Manager Tenure  
    Artisan Internationa N. David Samra 12.60
    Artisan Emerging Mar Maria Negrete-Gruson 10.90
    Artisan Internationa Mark L. Yockey 10.70
    Artisan Mid Cap Valu James C. Kieffer 10.60
    Artisan Internationa Mark L. Yockey 10.40

    Shortest Manager Tenure | More
    05-26-17

    Fund Name   Manager Name Avg Manager Tenure  
    Artisan Developing W Lewis S. Kaufman 1.90
    Artisan High Income Bryan C. Krug 3.20
    Artisan Global Equit Mark L. Yockey 5.30
    Artisan Global Oppor James D. Hamel 6.50
    Artisan Mid Cap Inve James D. Hamel 8.30