Artisan Fund Family Report
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  • Select a Fund Family
  • Performance
    07-31-19

    Total ReturnCategory Average
    Total Return-2.611.6724.37-10.5519.67
    Category Average-1.133.4324.87-11.6315.79
    Assets for Each Yr*51.0146.2053.7043.0050.18
    *billions

    Trailing Returns %
    07-31-19

      YTD 3 Year 5 Year    
    Fund Family 19.67 9.57 5.73

    Key Stats
    07-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $50,183 mil $1,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.4 21.93 1.09 Average
    International Stock 3.7 70.52 1.18 Average
    Municipal Bond -- -- -- --
    Taxable Bond 5.0 7.55 0.85 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    08-23-19

      Sector YTD Return % % Net Assets  
    Medtronic PLC* Healthcare 17.73 0.77
    Progressive Corp* Financial Services 29.06 0.62
    Atlassian Corporation PLC A* Technology 58.52 0.51
    Boston Scientific Corp* Healthcare 16.50 0.50
    Alphabet Inc A* Technology 10.39 0.46
    Visa Inc Class A* Financial Services 33.38 0.45
    Guidewire Software Inc* Technology 16.73 0.38
    Cree Inc* Technology 10.11 0.38
    Alexion Pharmaceuticals Inc* Healthcare 18.46 0.36
    Dentsply Sirona Inc* Healthcare 39.33 0.31
    Aptiv PLC* Consumer Cyclical 30.81 0.31
    Roper Technologies Inc* Industrials 31.33 0.28
    Alphabet Inc Class C* Technology 11.17 0.28
    Motorola Solutions Inc* Technology 53.35 0.26
    Expedia Group Inc* Consumer Cyclical 14.07 0.26
    Agilent Technologies Inc* Healthcare 3.58 0.22
    TransUnion* Industrials 45.11 0.21
    Microsoft Corp* Technology 32.69 0.20
    New York Times Co Class A* Consumer Cyclical 28.85 0.20
    Bank of New York Mellon Corp* Financial Services -11.00 0.19

    Worst 5-Year Relative Performance | More
    08-23-19

    Lowest Expenses | More
    08-23-19

    Highest Expenses | More
    08-23-19

    Longest Manager Tenure | More
    08-23-19

    Fund Name   Manager Name Avg Manager Tenure  
    Artisan Sustainable Maria Negrete-Gruson 13.20
    Artisan Internationa Mark L. Yockey 12.90
    Artisan Small Cap In Craigh A. Cepukenas 10.70
    Artisan Mid Cap Inve James D. Hamel 10.50
    Artisan Global Oppor James D. Hamel 8.70

    Shortest Manager Tenure | More
    08-23-19

    Fund Name   Manager Name Avg Manager Tenure  
    Artisan Internationa Rezo Kanovich 0.90
    Artisan Global Disco Craigh A. Cepukenas 2.00
    Artisan Thematic Inv Christopher Smith 2.30
    Artisan Developing W Lewis S. Kaufman 4.20
    Artisan Global Value Daniel J. O'Keefe 4.50