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
    08-13-19

      Sector YTD Return % % Net Assets  
    Arch Capital Group Ltd* Financial Services 47.68 1.66
    Allergan PLC* Healthcare 21.32 1.02
    Aon PLC* Financial Services 32.26 0.89
    Progressive Corp* Financial Services 36.21 0.62
    Global Payments Inc* Industrials 53.99 0.61
    TE Connectivity Ltd* Technology 19.90 0.46
    Zynga Inc Class A* Technology 50.64 0.32
    Expedia Group Inc* Consumer Cyclical 15.22 0.26
    HubSpot Inc* Technology 53.30 0.25
    TransUnion* Industrials 44.82 0.21
    Oracle Corp* Technology 21.02 0.20
    Bank of New York Mellon Corp* Financial Services -5.37 0.19
    First Republic Bank* Financial Services 8.58 0.19
    Air Lease Corp Class A* Industrials 29.89 0.18
    FedEx Corp* Industrials 0.30 0.16
    Teledyne Technologies Inc* Technology 43.32 0.16
    Ceridian HCM Holding Inc* Technology 55.06 0.15
    Q2 Holdings Inc* Technology 81.01 0.15
    GCI Liberty Inc A* Communication Services 43.44 0.14
    M&T Bank Corp* Financial Services 7.12 0.14

    Highest Expenses | More
    08-13-19

    Longest Manager Tenure | More
    08-13-19

    Fund Name   Manager Name Avg Manager Tenure  
    Artisan Sustainable Maria Negrete-Gruson 13.10
    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
    08-13-19

    Fund Name   Manager Name Avg Manager Tenure  
    Artisan Internationa Rezo Kanovich 0.80
    Artisan Global Disco Craigh A. Cepukenas 2.00
    Artisan Thematic Inv Christopher Smith 2.30
    Artisan Developing W Lewis S. Kaufman 4.10
    Artisan Global Value Daniel J. O'Keefe 4.50