Artisan Fund Family Report
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  • Select a Fund Family
  • Performance
    12-31-17

    Total ReturnCategory Average
    Total Return1.24-2.611.6724.37--
    Category Average1.04-1.133.4324.853.31
    Assets for Each Yr*57.0451.0146.2053.7053.70
    *billions

    Trailing Returns %
    12-31-17

      YTD 3 Year 5 Year    
    Fund Family 24.37 7.19 10.33

    Key Stats
    12-31-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $53,696 mil $1,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.9 23.24 1.07 Average
    International Stock 3.2 72.07 1.21 Average
    Municipal Bond -- -- -- --
    Taxable Bond 5.0 4.70 0.87 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    01-12-18

      Sector YTD Return % % Net Assets  
    Medtronic PLC* Healthcare 5.82 1.94
    Aon PLC* Financial Services 1.90 1.63
    Arch Capital Group Ltd* Financial Services -0.09 1.52
    IHS Markit Ltd A* Industrials 5.98 1.13
    TE Connectivity Ltd* Technology 5.40 0.83
    LKQ Corp* Consumer Cyclical 6.88 0.76
    S&P Global Inc* Financial Services 4.86 0.73
    Boston Scientific Corp* Healthcare 10.77 0.69
    Regeneron Pharmaceuticals Inc* Healthcare -2.39 0.67
    Global Payments Inc* Industrials 3.01 0.59
    Veeva Systems Inc Class A* Technology 5.59 0.41
    Cigna Corp* Healthcare 5.07 0.41
    Wolseley PLC* Industrials 2.22 0.36
    Air Lease Corp Class A* Industrials 4.24 0.36
    Guidewire Software Inc* Technology 4.16 0.35
    Delphi Automotive PLC* Consumer Cyclical 9.52 0.35
    DexCom Inc* Healthcare -1.12 0.33
    Becton, Dickinson and Co* Healthcare 6.38 0.32
    Progressive Corp* Financial Services -0.67 0.32
    Waste Connections Inc* Industrials -0.04 0.32

    Longest Manager Tenure | More
    01-12-18

    Fund Name   Manager Name Avg Manager Tenure  
    Artisan Internationa N. David Samra 13.30
    Artisan Emerging Mar Maria Negrete-Gruson 11.60
    Artisan Internationa Mark L. Yockey 11.30
    Artisan Internationa Mark L. Yockey 11.00
    Artisan Global Value Daniel J. O'Keefe 10.10

    Shortest Manager Tenure | More
    01-12-18

    Fund Name   Manager Name Avg Manager Tenure  
    Artisan Global Disco Craigh A. Cepukenas 0.40
    Artisan Thematic Inv Christopher Smith 0.70
    Artisan Developing W Lewis S. Kaufman 2.50
    Artisan High Income Bryan C. Krug 3.80
    Artisan Global Equit Mark L. Yockey 5.90