Artisan Fund Family Report
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  • Select a Fund Family
  • Performance
    08-31-18

    Total ReturnCategory Average
    Total Return1.24-2.611.6724.372.34
    Category Average1.04-1.133.4324.872.02
    Assets for Each Yr*57.0451.0146.2053.7054.18
    *billions

    Trailing Returns %
    08-31-18

      YTD 3 Year 5 Year    
    Fund Family 2.34 9.17 7.69

    Key Stats
    08-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $54,177 mil $1,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.7 22.49 1.07 Average
    International Stock 3.6 71.62 1.21 Average
    Municipal Bond -- -- -- --
    Taxable Bond 5.0 5.89 0.87 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    09-19-18

      Sector YTD Return % % Net Assets  
    TE Connectivity Ltd* Technology -1.79 0.74
    Guidewire Software Inc* Technology 36.72 0.36
    Noble Energy Inc* Energy 6.73 0.32
    Citigroup Inc* Financial Services 0.54 0.27
    Devon Energy Corp* Energy -3.16 0.25
    Celanese Corp* Basic Materials 8.49 0.25
    Oracle Corp* Technology 5.75 0.24
    Motorola Solutions Inc* Technology 39.57 0.23
    SVB Financial Group* Financial Services 36.55 0.23
    Air Lease Corp Class A* Industrials -4.30 0.22
    Marsh & McLennan Companies Inc* Financial Services 6.24 0.22
    Qualcomm Inc* Technology 18.51 0.21
    IAC/InterActiveCorp* Technology 78.61 0.20
    Fluor Corp* Industrials 15.26 0.20
    Bank of America Corporation* Financial Services 6.33 0.19
    Westinghouse Air Brake Technolog* Industrials 29.84 0.19
    Andeavor* Energy 32.96 0.18
    Fifth Third Bancorp* Financial Services -1.58 0.17
    Stanley Black & Decker Inc* Industrials -9.41 0.16
    Zynga Inc Class A* Technology -2.00 0.16

    Longest Manager Tenure | More
    09-19-18

    Fund Name   Manager Name Avg Manager Tenure  
    Artisan Internationa N. David Samra 14.00
    Artisan Emerging Mar Maria Negrete-Gruson 12.20
    Artisan Internationa Mark L. Yockey 12.00
    Artisan Internationa Mark L. Yockey 11.70
    Artisan Global Value Daniel J. O'Keefe 10.80

    Shortest Manager Tenure | More
    09-19-18

    Fund Name   Manager Name Avg Manager Tenure  
    Artisan Global Disco Craigh A. Cepukenas 1.10
    Artisan Thematic Inv Christopher Smith 1.40
    Artisan Developing W Lewis S. Kaufman 3.20
    Artisan High Income Bryan C. Krug 4.50
    Artisan Global Equit Mark L. Yockey 6.60