Artisan Fund Family Report
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  • Performance
    04-30-18

    Total ReturnCategory Average
    Total Return1.24-2.611.6724.370.76
    Category Average1.04-1.133.4324.870.40
    Assets for Each Yr*57.0451.0146.2053.7054.09
    *billions

    Trailing Returns %
    04-30-18

      YTD 3 Year 5 Year    
    Fund Family 0.76 5.88 8.19

    Key Stats
    04-30-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $54,086 mil $1,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.9 21.78 1.07 Average
    International Stock 3.1 73.38 1.21 Average
    Municipal Bond -- -- -- --
    Taxable Bond 5.0 4.84 0.87 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    05-23-18

      Sector YTD Return % % Net Assets  
    Medtronic PLC* Healthcare 6.15 1.58
    Arch Capital Group Ltd* Financial Services -13.25 1.41
    Aon PLC* Financial Services 6.64 1.19
    TE Connectivity Ltd* Technology 0.33 0.97
    IHS Markit Ltd A* Industrials 12.45 0.80
    Progressive Corp* Financial Services 10.49 0.69
    LKQ Corp* Consumer Cyclical -26.80 0.66
    Global Payments Inc* Industrials 11.79 0.58
    Ferguson PLC* Industrials 10.75 0.50
    Boston Scientific Corp* Healthcare 22.87 0.46
    Aptiv PLC* Consumer Cyclical 15.91 0.46
    S&P Global Inc* Financial Services 18.91 0.44
    Atlassian Corporation PLC A* Technology 38.27 0.42
    Visa Inc Class A* Financial Services 16.03 0.42
    Veeva Systems Inc Class A* Technology 38.86 0.40
    Guidewire Software Inc* Technology 24.24 0.33
    Proofpoint Inc* Technology 36.76 0.33
    Tableau Software Inc A* Technology 38.47 0.33
    Amazon.com Inc* Consumer Cyclical 36.97 0.31
    TD Ameritrade Holding Corp* Financial Services 19.60 0.28

    Longest Manager Tenure | More
    05-23-18

    Fund Name   Manager Name Avg Manager Tenure  
    Artisan Internationa N. David Samra 13.60
    Artisan Emerging Mar Maria Negrete-Gruson 11.90
    Artisan Internationa Mark L. Yockey 11.70
    Artisan Internationa Mark L. Yockey 11.40
    Artisan Global Value Daniel J. O'Keefe 10.50

    Shortest Manager Tenure | More
    05-23-18

    Fund Name   Manager Name Avg Manager Tenure  
    Artisan Global Disco Craigh A. Cepukenas 0.80
    Artisan Thematic Inv Christopher Smith 1.10
    Artisan Developing W Lewis S. Kaufman 2.90
    Artisan High Income Bryan C. Krug 4.20
    Artisan Global Equit Mark L. Yockey 6.30