Mutual Funds - Latest Summary ( 13 Funds, 34 Classes )


Artisan Mid Cap Fund

Mid-Cap > Growth

APDMX rank - 275 of 326

The fund seeks maximum capital appreciation in the long term by investing in mid-size companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team seeks to invest in companies demonstrat

YTD
0.37%
2024
-2.11%

Artisan Small Cap Fund

Small-Cap > Growth

APDSX rank - 322 of 425

The fund seeks maximum capital appreciation in the long term by investing in small-size companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team seeks to invest in companies demonstr

YTD
2.16%
2024
9.45%

Artisan Global Value Fund

Large-Cap > Value

APDGX rank - 7 of 15

The fund seeks maximum capital appreciation in the long term by investing in companies outside the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in US and non-US companies that are

YTD
-100%
2024
12.3%

Artisan Focus Fund

Multi-Cap > Core

APDTX rank - 170 of 220

The fund seeks maximum capital appreciation in the long term by investing in companies across any size outside the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

The strategy relies on thematic idea generation fra

YTD
8.4%
2024
17.27%

Artisan Global Opportunities Fund

Multi-Cap > Growth

APDRX rank - 79 of 136

The fund seeks maximum capital appreciation in the long term by investing in companies across any size outside the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in US and non-US gr

YTD
1.12%
2024
3.01%

Artisan Global Equity Fund

Multi-Cap > Core

APHHX rank - 194 of 220

The fund seeks maximum capital appreciation in the long term by investing in companies across any size outside the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in securities both

YTD
-100%
2024
8.57%

Artisan Global Discovery Fund

Mid-Cap > Growth

APFDX rank - 3 of 9

The fund seeks maximum capital appreciation in the long term by investing in companies across any size outside the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in US and non-US gr

YTD
3.15%
2024
15.15%

Artisan Sustainable Emerging Markets Fund

NA > NA

APHEX rank - 411 of 446

The fund seeks capital appreciation in the long term by investing in companies across any size outside the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team focuses on securities of emerging m

YTD
-100%
2024
6.52%

Artisan Developing World Fund

NA > NA

APDYX rank - 474 of 446

The fund seeks capital appreciation in the long term by investing in companies across any size outside the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team focuses on securities of issuers do

YTD
0.47%
2024
28.28%

Artisan International Value Fund

Large-Cap > Core

APDKX rank - 0 of 111

The fund seeks maximum capital appreciation in the long term by investing in companies across any size outside the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team seeks to identify high-qual

YTD
-100%
2024
6.54%

Artisan International Fund

Large-Cap > Growth

APDIX rank - 55 of 116

The fund seeks maximum capital appreciation in the long term by investing in companies across any size outside the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team focuses on attractively-val

YTD
1.23%
2024
0.6%

Artisan Value Fund

Multi-Cap > Value

APDLX rank - 112 of 172

The fund seeks maximum capital appreciation in the long term by investing in companies across any size in the United States.

The investment process relies on fundamental research to identify companies that are estimated to trade below their fair values.

The strategy looks for companies with financial strength and excellent business economics.

The research team beli

YTD
5.26%
2024
4.47%

Artisan Mid Cap Value Fund

Mid-Cap > Value

APDQX rank - 186 of 223

The fund seeks capital appreciation in the long term by investing in mid-size companies in the United States.

The investment process starts with fundamental research to identify undervalued companies that have strong financial strength and attractive business economics.

The research team believes that companies with these characteristics are less likely to experience eroding

YTD
-100%
2024
3.7%
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