Artisan Fund Family Report
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  • Select a Fund Family
  • Performance
    05-31-17

    Total ReturnCategory Average
    Total Return31.101.24-2.611.6713.91
    Category Average25.891.04-1.133.4312.96
    Assets for Each Yr*55.5157.0451.0146.2050.97
    *billions

    Trailing Returns %
    05-31-17

      YTD 3 Year 5 Year    
    Fund Family 13.91 4.00 11.57

    Key Stats
    05-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $50,966 mil $1,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.3 26.50 1.02 Average
    International Stock 3.3 69.09 1.15 Average
    Municipal Bond -- -- -- --
    Taxable Bond 5.0 4.41 0.94 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    06-22-17

      Sector YTD Return % % Net Assets  
    Medtronic PLC* Healthcare 25.68 1.84
    Arch Capital Group Ltd* Financial Services 7.82 1.60
    Aon PLC* Financial Services 20.99 1.56
    IHS Markit Ltd A* Industrials 31.83 1.16
    TE Connectivity Ltd* Technology 14.87 0.84
    Boston Scientific Corp* Healthcare 28.80 0.82
    S&P Global Inc* Financial Services 35.95 0.71
    LKQ Corp* Consumer Cyclical 4.76 0.71
    Global Payments Inc* Industrials 30.39 0.58
    Regeneron Pharmaceuticals Inc* Healthcare 43.43 0.55
    DexCom Inc* Healthcare 31.79 0.50
    Wolseley PLC* Industrials 0.41 0.42
    Waste Connections Inc* Industrials 24.75 0.42
    Amazon.com Inc* Consumer Cyclical 33.53 0.41
    Air Lease Corp Class A* Industrials 6.35 0.41
    Devon Energy Corp* Energy -34.03 0.39
    Cigna Corp* Healthcare 27.99 0.38
    Veeva Systems Inc Class A* Technology 54.89 0.37
    Intercontinental Exchange Inc* Financial Services 14.41 0.37
    SVB Financial Group* Financial Services 1.51 0.35

    Longest Manager Tenure | More
    06-22-17

    Fund Name   Manager Name Avg Manager Tenure  
    Artisan Internationa N. David Samra 12.70
    Artisan Emerging Mar Maria Negrete-Gruson 11.00
    Artisan Internationa Mark L. Yockey 10.80
    Artisan Mid Cap Valu James C. Kieffer 10.70
    Artisan Internationa Mark L. Yockey 10.40

    Shortest Manager Tenure | More
    06-22-17

    Fund Name   Manager Name Avg Manager Tenure  
    Artisan Developing W Lewis S. Kaufman 2.00
    Artisan High Income Bryan C. Krug 3.30
    Artisan Global Equit Mark L. Yockey 5.40
    Artisan Global Oppor James D. Hamel 6.60
    Artisan Mid Cap Inve James D. Hamel 8.30