Artisan Fund Family Report
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  • Select a Fund Family
  • Performance
    05-31-19

    Total ReturnCategory Average
    Total Return-2.611.6724.37-10.5512.45
    Category Average-1.133.4324.87-11.639.87
    Assets for Each Yr*51.0146.2053.7043.0047.21
    *billions

    Trailing Returns %
    05-31-19

      YTD 3 Year 5 Year    
    Fund Family 12.45 7.93 4.32

    Key Stats
    05-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $47,210 mil $1,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.1 21.33 1.09 Average
    International Stock 3.5 71.14 1.18 Average
    Municipal Bond -- -- -- --
    Taxable Bond 5.0 7.53 0.85 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    06-14-19

      Sector YTD Return % % Net Assets  
    Allergan PLC* Healthcare -12.17 0.79
    Progressive Corp* Financial Services 40.19 0.73
    Veeva Systems Inc Class A* Technology 84.31 0.67
    Worldpay Inc Class A* Industrials 61.14 0.60
    Alphabet Inc A* Technology 3.96 0.54
    Visa Inc Class A* Financial Services 28.97 0.48
    Tableau Software Inc A* Technology 36.04 0.45
    Harris Corp* Technology 42.57 0.43
    Alphabet Inc Class C* Technology 4.80 0.35
    Guidewire Software Inc* Technology 21.91 0.35
    Ferguson PLC* Industrials 14.69 0.28
    Experian PLC* Industrials 27.19 0.26
    Citigroup Inc* Financial Services 31.35 0.24
    HubSpot Inc* Technology 36.40 0.24
    Bank of America Corporation* Financial Services 15.02 0.22
    Fortive Corp* Technology 14.50 0.22
    Celanese Corp* Basic Materials 17.09 0.19
    FedEx Corp* Industrials 2.40 0.18
    Analog Devices Inc* Technology 22.45 0.16
    Lowe's Companies Inc* Consumer Cyclical 8.91 0.15

    Highest Expenses | More
    06-14-19

    Longest Manager Tenure | More
    06-14-19

    Fund Name   Manager Name Avg Manager Tenure  
    Artisan Sustainable Maria Negrete-Gruson 13.00
    Artisan Internationa Mark L. Yockey 12.70
    Artisan Small Cap In Craigh A. Cepukenas 10.60
    Artisan Mid Cap Inve James D. Hamel 10.30
    Artisan Global Oppor James D. Hamel 8.60

    Shortest Manager Tenure | More
    06-14-19

    Fund Name   Manager Name Avg Manager Tenure  
    Artisan Internationa Rezo Kanovich 0.70
    Artisan Global Disco Craigh A. Cepukenas 1.80
    Artisan Thematic Inv Christopher Smith 2.10
    Artisan Developing W Lewis S. Kaufman 4.00
    Artisan Global Value Daniel J. O'Keefe 4.30