Artisan Fund Family Report
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  • Select a Fund Family
  • Performance
    06-30-18

    Total ReturnCategory Average
    Total Return1.24-2.611.6724.37-0.95
    Category Average1.04-1.133.4324.87-0.22
    Assets for Each Yr*57.0451.0146.2053.7053.13
    *billions

    Trailing Returns %
    06-30-18

      YTD 3 Year 5 Year    
    Fund Family -0.95 5.54 7.95

    Key Stats
    06-30-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $53,134 mil $1,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.0 22.12 1.07 Average
    International Stock 3.0 72.16 1.21 Average
    Municipal Bond -- -- -- --
    Taxable Bond 5.0 5.72 0.87 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    07-20-18

      Sector YTD Return % % Net Assets  
    Medtronic PLC* Healthcare 10.19 1.78
    IHS Markit Ltd A* Industrials 16.79 0.85
    Progressive Corp* Financial Services 8.23 0.68
    Ferguson PLC* Industrials 13.27 0.54
    Boston Scientific Corp* Healthcare 36.22 0.51
    Aptiv PLC* Consumer Cyclical 10.08 0.49
    Amazon.com Inc* Consumer Cyclical 55.09 0.48
    Visa Inc Class A* Financial Services 24.02 0.47
    Veeva Systems Inc Class A* Technology 50.33 0.40
    Expedia Group Inc* Consumer Cyclical 5.29 0.39
    Tableau Software Inc A* Technology 59.83 0.39
    Noble Energy Inc* Energy 19.73 0.32
    Proofpoint Inc* Technology 41.52 0.32
    S&P Global Inc* Financial Services 25.93 0.28
    Citigroup Inc* Financial Services -6.11 0.27
    Concho Resources Inc* Energy -3.95 0.26
    Bank of New York Mellon Corp* Financial Services -1.71 0.25
    Celanese Corp* Basic Materials 6.77 0.25
    Devon Energy Corp* Energy 6.96 0.25
    First Republic Bank* Financial Services 14.74 0.24

    Longest Manager Tenure | More
    07-20-18

    Fund Name   Manager Name Avg Manager Tenure  
    Artisan Internationa N. David Samra 13.80
    Artisan Emerging Mar Maria Negrete-Gruson 12.10
    Artisan Internationa Mark L. Yockey 11.80
    Artisan Internationa Mark L. Yockey 11.50
    Artisan Global Value Daniel J. O'Keefe 10.60

    Shortest Manager Tenure | More
    07-20-18

    Fund Name   Manager Name Avg Manager Tenure  
    Artisan Global Disco Craigh A. Cepukenas 0.90
    Artisan Thematic Inv Christopher Smith 1.20
    Artisan Developing W Lewis S. Kaufman 3.10
    Artisan High Income Bryan C. Krug 4.30
    Artisan Global Equit Mark L. Yockey 6.50