Artisan Fund Family Report
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  • Select a Fund Family
  • Performance
    06-30-17

    Total ReturnCategory Average
    Total Return31.101.24-2.611.6714.61
    Category Average25.891.04-1.133.4313.48
    Assets for Each Yr*55.5157.0451.0146.2050.93
    *billions

    Trailing Returns %
    06-30-17

      YTD 3 Year 5 Year    
    Fund Family 14.61 3.27 10.91

    Key Stats
    06-30-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $50,925 mil $1,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.3 26.34 1.02 Average
    International Stock 3.3 69.18 1.15 Average
    Municipal Bond -- -- -- --
    Taxable Bond 5.0 4.48 0.94 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    07-27-17

      Sector YTD Return % % Net Assets  
    Medtronic PLC* Healthcare 20.13 1.94
    Aon PLC* Financial Services 22.48 1.63
    Arch Capital Group Ltd* Financial Services 9.64 1.52
    IHS Markit Ltd A* Industrials 30.10 1.13
    TE Connectivity Ltd* Technology 17.41 0.83
    LKQ Corp* Consumer Cyclical 10.64 0.76
    S&P Global Inc* Financial Services 43.45 0.73
    Boston Scientific Corp* Healthcare 25.06 0.69
    Regeneron Pharmaceuticals Inc* Healthcare 38.50 0.67
    Global Payments Inc* Industrials 36.35 0.59
    Veeva Systems Inc Class A* Technology 53.54 0.41
    Cigna Corp* Healthcare 29.03 0.41
    Wolseley PLC* Industrials -0.08 0.36
    Air Lease Corp Class A* Industrials 15.64 0.36
    Guidewire Software Inc* Technology 45.10 0.35
    Delphi Automotive PLC* Consumer Cyclical 35.25 0.35
    DexCom Inc* Healthcare 11.37 0.33
    Becton, Dickinson and Co* Healthcare 22.70 0.32
    Progressive Corp* Financial Services 32.28 0.32
    Waste Connections Inc* Industrials 26.08 0.32

    Longest Manager Tenure | More
    07-27-17

    Fund Name   Manager Name Avg Manager Tenure  
    Artisan Internationa N. David Samra 12.80
    Artisan Emerging Mar Maria Negrete-Gruson 11.10
    Artisan Internationa Mark L. Yockey 10.90
    Artisan Mid Cap Valu James C. Kieffer 10.80
    Artisan Internationa Mark L. Yockey 10.50

    Shortest Manager Tenure | More
    07-27-17

    Fund Name   Manager Name Avg Manager Tenure  
    Artisan Thematic Inv Christopher Smith 0.30
    Artisan Developing W Lewis S. Kaufman 2.10
    Artisan High Income Bryan C. Krug 3.40
    Artisan Global Equit Mark L. Yockey 5.50
    Artisan Global Oppor James D. Hamel 6.70