Artisan Fund Family Report
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  • Select a Fund Family
  • Performance
    07-31-17

    Total ReturnCategory Average
    Total Return31.101.24-2.611.6717.65
    Category Average25.891.04-1.133.4316.50
    Assets for Each Yr*55.5157.0451.0146.2052.12
    *billions

    Trailing Returns %
    07-31-17

      YTD 3 Year 5 Year    
    Fund Family 17.65 5.31 11.33

    Key Stats
    07-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $52,119 mil $1,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.3 25.75 1.02 Average
    International Stock 3.3 69.75 1.15 Average
    Municipal Bond -- -- -- --
    Taxable Bond 5.0 4.50 0.94 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    08-22-17

      Sector YTD Return % % Net Assets  
    Medtronic PLC* Healthcare 16.03 1.94
    Aon PLC* Financial Services 26.08 1.63
    Arch Capital Group Ltd* Financial Services 12.42 1.52
    IHS Markit Ltd A* Industrials 31.04 1.13
    TE Connectivity Ltd* Technology 14.78 0.83
    LKQ Corp* Consumer Cyclical 11.91 0.76
    S&P Global Inc* Financial Services 42.89 0.73
    Boston Scientific Corp* Healthcare 25.80 0.69
    Regeneron Pharmaceuticals Inc* Healthcare 30.39 0.67
    Global Payments Inc* Industrials 38.13 0.59
    Veeva Systems Inc Class A* Technology 61.11 0.41
    Cigna Corp* Healthcare 34.84 0.41
    Wolseley PLC* Industrials -1.91 0.36
    Air Lease Corp Class A* Industrials 15.88 0.36
    Guidewire Software Inc* Technology 45.85 0.35
    Delphi Automotive PLC* Consumer Cyclical 41.13 0.35
    DexCom Inc* Healthcare 27.15 0.33
    Becton, Dickinson and Co* Healthcare 21.91 0.32
    Progressive Corp* Financial Services 39.64 0.32
    Waste Connections Inc* Industrials 23.83 0.32

    Longest Manager Tenure | More
    08-22-17

    Fund Name   Manager Name Avg Manager Tenure  
    Artisan Internationa N. David Samra 12.90
    Artisan Emerging Mar Maria Negrete-Gruson 11.20
    Artisan Internationa Mark L. Yockey 10.90
    Artisan Mid Cap Valu James C. Kieffer 10.90
    Artisan Internationa Mark L. Yockey 10.60

    Shortest Manager Tenure | More
    08-22-17

    Fund Name   Manager Name Avg Manager Tenure  
    Artisan Thematic Inv Christopher Smith 0.30
    Artisan Developing W Lewis S. Kaufman 2.20
    Artisan High Income Bryan C. Krug 3.40
    Artisan Global Equit Mark L. Yockey 5.50
    Artisan Global Oppor James D. Hamel 6.70