Artisan Fund Family Report
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  • Select a Fund Family
  • Performance
    02-28-17

    Total ReturnCategory Average
    Total Return31.101.24-2.611.675.07
    Category Average25.891.04-1.133.435.19
    Assets for Each Yr*55.5157.0451.0146.2048.65
    *billions

    Trailing Returns %
    02-28-17

      YTD 3 Year 5 Year    
    Fund Family 5.07 1.07 8.10

    Key Stats
    02-28-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $48,651 mil $1,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.9 28.45 1.02 Average
    International Stock 3.5 67.28 1.16 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- 4.28 0.94 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    03-29-17

      Sector YTD Return % % Net Assets  
    Medtronic PLC* Healthcare 14.52 1.76
    Aon PLC* Financial Services 5.88 1.61
    Arch Capital Group Ltd* Financial Services 9.43 1.57
    IHS Markit Ltd A* Industrials 17.26 1.08
    LKQ Corp* Consumer Cyclical -3.26 0.84
    TE Connectivity Ltd* Technology 8.17 0.83
    Boston Scientific Corp* Healthcare 14.24 0.79
    S&P Global Inc* Financial Services 19.70 0.69
    Regeneron Pharmaceuticals Inc* Healthcare 7.37 0.57
    Global Payments Inc* Industrials 13.59 0.56
    Coca-Cola European Partners PLC* Consumer Defensive 19.90 0.52
    Devon Energy Corp* Energy -9.61 0.46
    Wolseley PLC* Industrials 3.73 0.42
    Fortune Brands Home & Security I* Consumer Cyclical 14.25 0.42
    Waste Connections Inc* Industrials 11.73 0.42
    Acuity Brands Inc* Technology -10.16 0.42
    Electronic Arts Inc* Technology 13.99 0.41
    DexCom Inc* Healthcare 42.70 0.39
    Air Lease Corp Class A* Industrials 12.19 0.39
    Cigna Corp* Healthcare 10.41 0.39

    Longest Manager Tenure | More
    03-29-17

    Fund Name   Manager Name Avg Manager Tenure  
    Artisan Internationa N. David Samra 12.50
    Artisan Emerging Mar Maria Negrete-Gruson 10.80
    Artisan Internationa Mark L. Yockey 10.50
    Artisan Mid Cap Valu James C. Kieffer 10.50
    Artisan Internationa Mark L. Yockey 10.20

    Shortest Manager Tenure | More
    03-29-17

    Fund Name   Manager Name Avg Manager Tenure  
    Artisan Developing W Lewis S. Kaufman 1.80
    Artisan High Income Bryan C. Krug 3.00
    Artisan Global Equit Mark L. Yockey 5.10
    Artisan Global Oppor James D. Hamel 6.30
    Artisan Mid Cap Inve James D. Hamel 8.10