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This is a list of Artisan Funds with some key metrics, such as their net assets under management (in millions), 1-year return, 1-year return rank in primary category, expense ratio, and primary manager tenure. The lower the 1-year return rank in the primary category the better.
In this table you will find short term historical return data, including 1-year returns and 3-year returns on Artisan Funds. The table also includes the 1-year and 3-year returns ranks. The lower the rank percentage the better.
This table presents long term historical returns data for Artisan Funds. Long term includes 5-year and 10-year returns. The table also includes the 5-year and 10-year returns ranks. The lower the rank percentage the better.
This list includes all management costs and other fee information for Artisan Funds.
This page includes relevant dividend information on Artisan Funds.
The table below illustrates valuable information regarding the primary fund manager for Artisan Funds. You can use this table to compare the performance of the funds with the tenure of each manager. The manager with the longest tenure in each fund is considered the primary manager.
This list includes the retirement (IRA) and standard minimum amounts required to invest in Artisan Funds.
This list includes asset allocation proportions of the underlying holdings for Artisan Funds.
|Fund Name||Share Class & Symbol||Primary Category||Net Assets ($M USD)||1 Year Return||1 Year Rank in Primary Category||Exp Ratio||Primary Manager Tenure (yrs)|
|Artisan International Value Fund Investor Class||Inv (ARTKX)||International and Foreign Large-Cap Blend Equity||$15,330.77||13.29%||71.73%||1.19%||17.28|
|Artisan International Value Fund Advisor Class||Adv (APDKX)||International and Foreign Large-Cap Blend Equity||$15,330.77||13.22%||5.68%||1.05%||17.28|
|Artisan International Value Fund Institutional Class||Inst (APHKX)||International and Foreign Large-Cap Blend Equity||$15,330.77||13.22%||72.73%||0.95%||17.28|
|Artisan International Fund Institutional Class||Inst (APHIX)||International and Foreign Large-Cap Growth Equity||$10,938.53||19.08%||77.22%||0.96%||24.02|
|Artisan International Fund Advisor Class||Adv (APDIX)||International and Foreign Large-Cap Growth Equity||$10,938.53||19.05%||12.36%||1.04%||24.02|
|Artisan International Fund Investor Class||Inv (ARTIX)||International and Foreign Large-Cap Growth Equity||$10,938.53||19.10%||78.09%||1.19%||24.02|
|Artisan Mid Cap Fund Institutional Class||Inst (APHMX)||U.S. Mid-Cap Growth Equity||$5,201.07||21.58%||57.02%||0.96%||18.26|
|Artisan Mid Cap Fund Advisor Class||Adv (APDMX)||U.S. Mid-Cap Growth Equity||$5,201.07||20.02%||4.62%||1.04%||18.26|
|Artisan Mid Cap Fund Investor Class||Inv (ARTMX)||U.S. Mid-Cap Growth Equity||$5,201.07||19.63%||65.92%||1.19%||18.26|
|Artisan High Income Fund Institutional Shares||Inst (APHFX)||U.S. Below-Investment-Grade Bond||$3,781.65||4.88%||61.47%||0.73%||5.79|
|Artisan High Income Fund Investor Shares||Inv (ARTFX)||U.S. Below-Investment-Grade Bond||$3,781.65||4.88%||61.69%||0.98%||5.79|
|Artisan High Income Fund Advisor Shares||Adv (APDFX)||U.S. Below-Investment-Grade Bond||$3,781.65||4.88%||6.93%||0.82%||5.79|
|Artisan Global Opportunities Fund Advisor Class||Adv (APDRX)||World Large-Cap Equity||$3,702.48||24.38%||0.87%||1.01%||11.28|
|Artisan Global Opportunities Fund Investor Class||Inv (ARTRX)||World Large-Cap Equity||$3,702.48||24.27%||21.30%||1.15%||11.28|
|Artisan Global Opportunities Fund Institutional Class||Inst (APHRX)||World Large-Cap Equity||$3,702.48||24.46%||19.78%||0.91%||11.28|
|Artisan Developing World Fund Investor Shares||Inv (ARTYX)||Emerging Markets Equity||$3,188.75||39.08%||0.40%||1.35%||4.51|
|Artisan Developing World Fund Institutional Shares||Inst (APHYX)||Emerging Markets Equity||$3,188.75||39.46%||0.26%||1.08%||4.51|
|Artisan Developing World Fund Advisor Shares||Adv (APDYX)||Emerging Markets Equity||$3,188.75||39.39%||0.13%||1.18%||4.51|
|Artisan Global Value Fund Institutional Class||Inst (APHGX)||FAANG Equity||$3,180.36||16.40%||65.22%||1.01%||12.07|
|Artisan Global Value Fund Investor Class||Inv (ARTGX)||FAANG Equity||$3,180.36||16.47%||65.41%||1.25%||12.07|
|Fund Name||YTD||YTD Rank in Primary Category||1 Year Return||1 Year Rank in Primary Category||3 Year Return||3 Year Rank in Primary Category|
|Fund Name||5 Year Return||5 Year Rank in Primary Category||10 Year Return||10 Year Rank in Primary Category||Inception Date|
|Fund Name||Exp Ratio||Management Fee||12b-1||Admin Fee||Front Load||Deferred Load||Max Redemption Fee||Turnover|
|Fund Name||Div Yield||Last Dividend Date||Last Dividend Amount||Dividend Frequency||Net Income Ratio|
|Fund Name||YTD||Primary Manager||Start Date||Primary Manager Tenure (yrs)||Tenure Rank|
|Fund Name||IRA Minimum||Standard Minimum|
|Fund Name||Stocks||Bonds||Convertible Bonds||Preferred Stocks||Cash|
Artisan is a company that sells mutual funds with $157,494M in assets under management. The average expense ratio from all mutual funds is 1.07%. 100.00% of all the mutual funds are no load funds. The oldest fund launched was in 1995. The average manager tenure for all managers at Artisan is 8.29 years. The company offers investors 40 mutual funds, in terms of the number of individual fund symbols.
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