Artisan Fund Family Report
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  • Select a Fund Family
  • Performance
    10-31-18

    Total ReturnCategory Average
    Total Return1.24-2.611.6724.37-5.37
    Category Average1.04-1.133.4324.87-6.71
    Assets for Each Yr*57.0451.0146.2053.7053.58
    *billions

    Trailing Returns %
    10-31-18

      YTD 3 Year 5 Year    
    Fund Family -5.37 5.40 4.21

    Key Stats
    10-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $53,577 mil $1,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.0 22.20 1.07 Average
    International Stock 3.7 71.74 1.21 Average
    Municipal Bond -- -- -- --
    Taxable Bond 5.0 6.06 0.87 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    11-13-18

      Sector YTD Return % % Net Assets  
    Medtronic PLC* Healthcare 15.83 1.98
    Arch Capital Group Ltd* Financial Services -6.96 1.50
    IHS Markit Ltd* Industrials 13.00 0.87
    Veeva Systems Inc Class A* Technology 63.75 0.54
    TE Connectivity Ltd* Technology -17.82 0.45
    Tableau Software Inc A* Technology 62.62 0.44
    Allergan PLC* Healthcare 1.19 0.43
    Worldpay Inc Class A* Industrials 16.21 0.41
    Guidewire Software Inc* Technology 14.81 0.38
    Citigroup Inc* Financial Services -10.87 0.28
    Alphabet Inc A* Technology -0.52 0.28
    Oracle Corp* Technology 6.32 0.28
    Experian PLC* Industrials 8.88 0.27
    BWX Technologies Inc* Industrials -29.21 0.24
    Celanese Corp* Basic Materials -4.53 0.24
    Bank of New York Mellon Corp* Financial Services -8.58 0.24
    Motorola Solutions Inc* Technology 42.20 0.23
    Delphi Technologies PLC When Iss* Consumer Cyclical -65.92 0.23
    Qualcomm Inc* Technology -12.57 0.23
    Roper Technologies Inc* Industrials 12.87 0.23

    Longest Manager Tenure | More
    11-13-18

    Fund Name   Manager Name Avg Manager Tenure  
    Artisan Emerging Mar Maria Negrete-Gruson 12.40
    Artisan Internationa Mark L. Yockey 12.10
    Artisan Small Cap In Craigh A. Cepukenas 10.00
    Artisan Mid Cap Inve James D. Hamel 9.70
    Artisan Mid Cap Valu James C. Kieffer 8.30

    Shortest Manager Tenure | More
    11-13-18

    Fund Name   Manager Name Avg Manager Tenure  
    Artisan Internationa Rezo Kanovich 0.10
    Artisan Global Disco Craigh A. Cepukenas 1.20
    Artisan Thematic Inv Christopher Smith 1.60
    Artisan Developing W Lewis S. Kaufman 3.40
    Artisan Global Value Daniel J. O'Keefe 3.70