Artisan Fund Family Report
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  • Select a Fund Family
  • Performance
    12-31-18

    Total ReturnCategory Average
    Total Return-2.611.6724.37-10.55--
    Category Average-1.133.4324.87-11.634.96
    Assets for Each Yr*51.0146.2053.7043.0043.00
    *billions

    Trailing Returns %
    12-31-18

      YTD 3 Year 5 Year    
    Fund Family -10.55 4.19 2.21

    Key Stats
    12-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $42,995 mil $1,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.1 20.13 1.09 Average
    International Stock 3.5 73.34 1.18 Average
    Municipal Bond -- -- -- --
    Taxable Bond 4.6 6.53 0.85 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    01-18-19

      Sector YTD Return % % Net Assets  
    Medtronic PLC* Healthcare -4.02 1.98
    Arch Capital Group Ltd* Financial Services 6.59 1.50
    Aon PLC* Financial Services 6.23 1.31
    IHS Markit Ltd* Industrials 7.59 0.87
    Progressive Corp* Financial Services 6.78 0.80
    Atlassian Corporation PLC A* Technology 1.90 0.66
    Boston Scientific Corp* Healthcare 6.65 0.58
    Global Payments Inc* Industrials 11.11 0.57
    Ferguson PLC* Industrials 7.87 0.56
    Aptiv PLC* Consumer Cyclical 18.45 0.46
    Tableau Software Inc A* Technology 3.07 0.44
    Allergan PLC* Healthcare 19.87 0.43
    Expedia Group Inc* Consumer Cyclical 5.18 0.42
    Citigroup Inc* Financial Services 21.24 0.28
    Alphabet Inc A* Technology 5.97 0.28
    Edwards Lifesciences Corp* Healthcare 9.95 0.27
    Experian PLC* Industrials 2.41 0.27
    Harris Corp* Technology 6.04 0.25
    Bank of New York Mellon Corp* Financial Services 11.88 0.24
    Motorola Solutions Inc* Technology 0.49 0.23

    Highest Expenses | More
    01-18-19

    Longest Manager Tenure | More
    01-18-19

    Fund Name   Manager Name Avg Manager Tenure  
    Artisan Emerging Mar Maria Negrete-Gruson 12.60
    Artisan Internationa Mark L. Yockey 12.30
    Artisan Small Cap In Craigh A. Cepukenas 10.20
    Artisan Mid Cap Inve James D. Hamel 9.90
    Artisan Mid Cap Valu James C. Kieffer 8.50

    Shortest Manager Tenure | More
    01-18-19

    Fund Name   Manager Name Avg Manager Tenure  
    Artisan Internationa Rezo Kanovich 0.30
    Artisan Global Disco Craigh A. Cepukenas 1.40
    Artisan Thematic Inv Christopher Smith 1.70
    Artisan Developing W Lewis S. Kaufman 3.60
    Artisan Global Value Daniel J. O'Keefe 3.90