Artisan Fund Family Report
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  • Performance
    03-31-17

    Total ReturnCategory Average
    Total Return31.101.24-2.611.677.26
    Category Average25.891.04-1.133.437.42
    Assets for Each Yr*55.5157.0451.0146.2049.21
    *billions

    Trailing Returns %
    03-31-17

      YTD 3 Year 5 Year    
    Fund Family 7.26 2.26 8.19

    Key Stats
    03-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $49,210 mil $1,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.9 27.83 1.02 Average
    International Stock 3.3 67.80 1.16 Average
    Municipal Bond -- -- -- --
    Taxable Bond 5.0 4.37 0.94 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    04-27-17

      Sector YTD Return % % Net Assets  
    Medtronic PLC* Healthcare 17.31 1.84
    Arch Capital Group Ltd* Financial Services 13.36 1.60
    Aon PLC* Financial Services 8.34 1.56
    IHS Markit Ltd A* Industrials 23.44 1.16
    TE Connectivity Ltd* Technology 11.66 0.84
    Boston Scientific Corp* Healthcare 21.04 0.82
    S&P Global Inc* Financial Services 26.00 0.71
    LKQ Corp* Consumer Cyclical 1.76 0.71
    Global Payments Inc* Industrials 18.11 0.58
    Regeneron Pharmaceuticals Inc* Healthcare -0.13 0.55
    DexCom Inc* Healthcare 30.54 0.50
    Wolseley PLC* Industrials 3.90 0.42
    Waste Connections Inc* Industrials 18.32 0.42
    Amazon.com Inc* Consumer Cyclical 22.47 0.41
    Air Lease Corp Class A* Industrials 10.50 0.41
    Devon Energy Corp* Energy -13.71 0.39
    Cigna Corp* Healthcare 17.14 0.38
    Veeva Systems Inc Class A* Technology 31.52 0.37
    Intercontinental Exchange Inc* Financial Services 7.07 0.37
    SVB Financial Group* Financial Services 10.22 0.35

    Longest Manager Tenure | More
    04-27-17

    Fund Name   Manager Name Avg Manager Tenure  
    Artisan Internationa N. David Samra 12.60
    Artisan Emerging Mar Maria Negrete-Gruson 10.80
    Artisan Internationa Mark L. Yockey 10.60
    Artisan Mid Cap Valu James C. Kieffer 10.50
    Artisan Internationa Mark L. Yockey 10.30

    Shortest Manager Tenure | More
    04-27-17

    Fund Name   Manager Name Avg Manager Tenure  
    Artisan Developing W Lewis S. Kaufman 1.80
    Artisan High Income Bryan C. Krug 3.10
    Artisan Global Equit Mark L. Yockey 5.20
    Artisan Global Oppor James D. Hamel 6.40
    Artisan Mid Cap Inve James D. Hamel 8.20