Artisan Fund Family Report
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  • Select a Fund Family
  • Performance
    06-30-18

    Total ReturnCategory Average
    Total Return1.24-2.611.6724.37-0.95
    Category Average1.04-1.133.4324.87-0.22
    Assets for Each Yr*57.0451.0146.2053.7053.13
    *billions

    Trailing Returns %
    06-30-18

      YTD 3 Year 5 Year    
    Fund Family -0.95 5.54 7.95

    Key Stats
    06-30-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $53,131 mil $1,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.0 22.12 1.07 Average
    International Stock 3.0 72.16 1.21 Average
    Municipal Bond -- -- -- --
    Taxable Bond 5.0 5.72 0.87 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    07-13-18

      Sector YTD Return % % Net Assets  
    Aon PLC* Financial Services 8.18 1.19
    IHS Markit Ltd A* Industrials 15.77 0.80
    LKQ Corp* Consumer Cyclical -17.73 0.66
    Global Payments Inc* Industrials 17.69 0.58
    Aptiv PLC* Consumer Cyclical 10.89 0.46
    Boston Scientific Corp* Healthcare 34.53 0.46
    S&P Global Inc* Financial Services 24.94 0.44
    Visa Inc Class A* Financial Services 22.65 0.42
    Guidewire Software Inc* Technology 28.28 0.33
    Proofpoint Inc* Technology 41.98 0.33
    Tableau Software Inc A* Technology 57.18 0.33
    Amazon.com Inc* Consumer Cyclical 55.03 0.31
    Citigroup Inc* Financial Services -9.10 0.27
    Harris Corp* Technology 5.92 0.26
    Edwards Lifesciences Corp* Healthcare 31.43 0.25
    Oracle Corp* Technology 3.66 0.24
    Roper Technologies Inc* Industrials 9.92 0.24
    First Republic Bank* Financial Services 13.22 0.23
    Hess Corp* Energy 41.23 0.23
    Alphabet Inc A* Technology 14.34 0.22

    Longest Manager Tenure | More
    07-13-18

    Fund Name   Manager Name Avg Manager Tenure  
    Artisan Internationa N. David Samra 13.80
    Artisan Emerging Mar Maria Negrete-Gruson 12.00
    Artisan Internationa Mark L. Yockey 11.80
    Artisan Internationa Mark L. Yockey 11.50
    Artisan Global Value Daniel J. O'Keefe 10.60

    Shortest Manager Tenure | More
    07-13-18

    Fund Name   Manager Name Avg Manager Tenure  
    Artisan Global Disco Craigh A. Cepukenas 0.90
    Artisan Thematic Inv Christopher Smith 1.20
    Artisan Developing W Lewis S. Kaufman 3.00
    Artisan High Income Bryan C. Krug 4.30
    Artisan Global Equit Mark L. Yockey 6.40