Artisan Fund Family Report
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  • Select a Fund Family
  • Performance
    09-30-17

    Total ReturnCategory Average
    Total Return31.101.24-2.611.6720.18
    Category Average25.891.04-1.133.4319.42
    Assets for Each Yr*55.5157.0451.0146.2053.09
    *billions

    Trailing Returns %
    09-30-17

      YTD 3 Year 5 Year    
    Fund Family 20.18 6.56 10.56

    Key Stats
    09-30-17

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $53,088 mil $1,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.9 24.46 1.02 Average
    International Stock 3.3 70.94 1.15 Average
    Municipal Bond -- -- -- --
    Taxable Bond 5.0 4.60 0.94 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    10-20-17

      Sector YTD Return % % Net Assets  
    Medtronic PLC* Healthcare 11.88 1.94
    Aon PLC* Financial Services 36.82 1.63
    Arch Capital Group Ltd* Financial Services 18.38 1.52
    IHS Markit Ltd A* Industrials 24.34 1.13
    TE Connectivity Ltd* Technology 29.39 0.83
    LKQ Corp* Consumer Cyclical 21.83 0.76
    S&P Global Inc* Financial Services 51.37 0.73
    Boston Scientific Corp* Healthcare 37.26 0.69
    Regeneron Pharmaceuticals Inc* Healthcare 17.95 0.67
    Global Payments Inc* Industrials 40.04 0.59
    Veeva Systems Inc Class A* Technology 49.88 0.41
    Cigna Corp* Healthcare 43.53 0.41
    Wolseley PLC* Industrials 14.26 0.36
    Air Lease Corp Class A* Industrials 29.23 0.36
    Guidewire Software Inc* Technology 57.65 0.35
    Delphi Automotive PLC* Consumer Cyclical 45.08 0.35
    DexCom Inc* Healthcare -24.99 0.33
    Becton, Dickinson and Co* Healthcare 29.28 0.32
    Progressive Corp* Financial Services 39.69 0.32
    Waste Connections Inc* Industrials 35.44 0.32

    Longest Manager Tenure | More
    10-20-17

    Fund Name   Manager Name Avg Manager Tenure  
    Artisan Internationa N. David Samra 13.00
    Artisan Emerging Mar Maria Negrete-Gruson 11.30
    Artisan Internationa Mark L. Yockey 11.10
    Artisan Internationa Mark L. Yockey 10.80
    Artisan Global Value Daniel J. O'Keefe 9.90

    Shortest Manager Tenure | More
    10-20-17

    Fund Name   Manager Name Avg Manager Tenure  
    Artisan Global Disco Craigh A. Cepukenas 0.20
    Artisan Thematic Inv Christopher Smith 0.50
    Artisan Developing W Lewis S. Kaufman 2.30
    Artisan High Income Bryan C. Krug 3.60
    Artisan Global Equit Mark L. Yockey 5.70