Artisan Fund Family Report
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  • Select a Fund Family
  • Performance
    02-28-19

    Total ReturnCategory Average
    Total Return-2.611.6724.37-10.5512.48
    Category Average-1.133.4324.87-11.6311.11
    Assets for Each Yr*51.0146.2053.7043.0048.11
    *billions

    Trailing Returns %
    02-28-19

      YTD 3 Year 5 Year    
    Fund Family 12.48 11.31 4.22

    Key Stats
    02-28-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $48,112 mil $1,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.8 21.67 1.09 Average
    International Stock 3.6 71.70 1.18 Average
    Municipal Bond -- -- -- --
    Taxable Bond 5.0 6.63 0.85 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    03-20-19

      Sector YTD Return % % Net Assets  
    Aon PLC* Financial Services 14.27 1.46
    TE Connectivity Ltd* Technology 9.85 0.45
    Worldpay Inc Class A* Industrials 40.08 0.37
    Cree Inc* Technology 35.31 0.29
    Experian PLC* Industrials 10.73 0.28
    Alphabet Inc A* Technology 17.37 0.27
    Oracle Corp* Technology 17.01 0.27
    Agilent Technologies Inc* Healthcare 19.95 0.25
    Roper Technologies Inc* Industrials 24.26 0.24
    Marsh & McLennan Companies Inc* Financial Services 16.11 0.24
    Bank of America Corporation* Financial Services 16.84 0.22
    Citigroup Inc* Financial Services 24.38 0.22
    Motorola Solutions Inc* Technology 21.06 0.21
    Zynga Inc Class A* Technology 35.62 0.21
    HubSpot Inc* Technology 34.14 0.20
    IAC/InterActiveCorp* Technology 19.63 0.19
    Stanley Black & Decker Inc* Industrials 10.66 0.19
    Take-Two Interactive Software In* Technology -6.68 0.18
    Fortive Corp* Technology 22.76 0.17
    American Express Co* Financial Services 16.62 0.16

    Highest Expenses | More
    03-20-19

    Longest Manager Tenure | More
    03-20-19

    Fund Name   Manager Name Avg Manager Tenure  
    Artisan Emerging Mar Maria Negrete-Gruson 12.70
    Artisan Internationa Mark L. Yockey 12.50
    Artisan Small Cap In Craigh A. Cepukenas 10.30
    Artisan Mid Cap Inve James D. Hamel 10.10
    Artisan Global Oppor James D. Hamel 8.30

    Shortest Manager Tenure | More
    03-20-19

    Fund Name   Manager Name Avg Manager Tenure  
    Artisan Internationa Rezo Kanovich 0.40
    Artisan Global Disco Craigh A. Cepukenas 1.60
    Artisan Thematic Inv Christopher Smith 1.90
    Artisan Developing W Lewis S. Kaufman 3.70
    Artisan Global Value Daniel J. O'Keefe 4.10