Morningstar Ratings

Growth Sustainable Emerging Markets
Global Equity Credit
U.S. Value Developing World
International Value Antero Peak Group
Global Value
Ratings/Funds in Category
30 April 2023
Team Fund Name Category 3 Yr 5 Yr 10 Yr Overall
Global Opportunities (ARTRX) Global Large-Stock Growth 308 268 179 308
Global Discovery (APFDX) Global Small/Mid Stock 136 111 136
Mid Cap (ARTMX) Mid-Cap Growth 527 497 386 527
Small Cap (ARTSX) Small Growth 561 522 388 561
Global Equity (ARTHX) Global Large-Stock Growth 308 268 179 308
International (ARTIX) Foreign Large Growth 403 350 234 403
International Small-Mid (ARTJX) Foreign Small/Mid Growth 132 117 83 132
Value (ARTLX) Large Value 1135 1087 806 1135
Mid Cap Value (ARTQX) Mid-Cap Value 382 362 266 382
International Value (ARTKX) Foreign Large Blend 683 622 413 683
Global Value (ARTGX) Global Large-Stock Value 146 140 86 146
Select Equity (ARTNX) Large Blend 1268 1268
Sustainable Emerging Markets (ARTZX) Diversified Emerging Mkts 740 653 393 740
High Income (ARTFX) High Yield Bond 619 572 619
Developing World (ARTYX) Diversified Emerging Mkts 740 653 740
Focus (ARTTX) Large Growth 1123 1042 1123
Morningstar ratings are based on risk-adjusted returns, are historical and do not represent future results. The Overall Morningstar Rating for a fund is derived from a weighted average of the performance figures associated with its three-year, five-year, and ten-year (if applicable) Morningstar Ratings metrics. View quarterly Fund ratings.

Growth Sustainable Emerging Markets
Global Equity Credit
U.S. Value Developing World
International Value Antero Peak Group
Global Value
Lipper Percentile/Ranking
31 March 2023
Team Fund Name Category 1 Yr 3 Yr 5 Yr 10 Yr Inception
Global Opportunities (ARTRX) Global Large-Cap Growth
87th
173/199
79th
149/188
52nd
90/173
17th
20/118
5th
4/80
Global Discovery (APFDX) Global Multi-Cap Growth
63rd
109/174
43rd
58/136
7th
8/115
5th
5/111
Mid Cap (ARTMX) Mid-Cap Growth
78th
307/397
73rd
260/358
21st
69/338
51st
136/268
2nd
1/57
Small Cap (ARTSX) Small-Cap Growth
22nd
154/712
94th
632/677
28th
174/632
21st
96/459
58th
29/49
Global Equity (ARTHX) Global Multi-Cap Growth
8th
13/174
83rd
113/136
47th
54/115
67th
49/73
30th
13/43
International (ARTIX) International Large-Cap Growth
19th
70/380
87th
298/344
57th
172/305
75th
158/212
4th
1/24
International Small-Mid (ARTJX) International Small/Mid-Cap Growth
20th
41/213
44th
88/202
6th
10/181
30th
36/120
13th
5/38
Value (ARTLX) Multi-Cap Value
5th
29/661
16th
95/610
17th
95/579
41st
164/400
23rd
61/271
Mid Cap Value (ARTQX) Mid-Cap Value
53rd
82/156
44th
64/145
64th
88/138
81st
82/101
20th
6/29
International Value (ARTKX) International Large-Cap Value
16th
12/75
7th
4/61
5th
3/59
5th
2/47
7th
1/15
Global Value (ARTGX) Global Large-Cap Value
32nd
14/43
12th
5/41
77th
32/41
43rd
11/25
6th
1/16
Select Equity (ARTNX) Multi-Cap Value
27th
174/661
81st
494/610
91st
553/610
Sustainable Emerging Markets (ARTZX) Emerging Markets
22nd
174/794
42nd
293/707
58th
360/620
30th
111/371
78th
144/184
High Income (ARTFX) High Yield
54th
285/529
4th
17/479
3rd
13/437
2nd
4/333
Floating Rate (ARTUX) Loan Participation
23rd
54/238
59th
140/237
Developing World (ARTYX) Emerging Markets
65th
514/794
44th
309/707
1st
6/620
1st
3/496
Focus (ARTTX) Large-Cap Core
99th
629/639
98th
560/573
27th
136/514
1st
1/498
Lipper rankings are based on total return of a fund’s stated share class, are historical and do not represent future results. The number of funds in the category may include several share classes of the same mutual fund which may have a material impact on the fund's ranking within the category. View Important Disclosures for Fund Inceptions. 

Category rankings modified by Artisan Partners to show where Artisan Mid Cap Value Fund would have ranked if Lipper Inc. had included it in the Mid-Cap Value category. Lipper Inc. classified the Fund in the Mid-Cap Core category and in that category, the Fund ranked as follows (#Rank/Fund in Category): 1 Yr (194/366), 3 Yr (61/353), 5 Yr (234/337), 10 Yr (217/223) and since inception (11/71).

Past performance does not guarantee future results. View Fund Performance.  
Mutual fund investing is subject to risks. Investment returns and principal values will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. 

Fund Inception dates: Artisan Developing World Fund 29 June 2015, Artisan Floating Rate Fund 1 Dec 2021, Artisan Focus Fund 24 Apr 2017, Artisan Global Discovery Fund 21 Aug 2017, Artisan Global Equity Fund 29 Mar 2010, Artisan Global Opportunities Fund 22 Sep 2008, Artisan Global Value Fund 10 Dec 2007, Artisan High Income Fund 19 Mar 2014, Artisan International Fund 28 Dec 1995, Artisan International Small-Mid Fund 21 Dec 2001, Artisan International Value Fund 23 Sep 2002, Artisan Mid Cap Fund 27 Jun 1997, Artisan Mid Cap Value Fund 28 Mar 2001, Artisan Select Equity Fund 28 Feb 2020, Artisan Small Cap Fund 28 Mar 1995, Artisan Sustainable Emerging Markets Fund 2 Jun 2008, and Artisan Value Fund 27 Mar 2006.

The Morningstar RatingTM for funds, or "star rating", is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed-end funds, and separate accounts) with at least a three-year history. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product's monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics. The weights are: 100% three-year rating for 36-59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of total returns, and 50% 10-year rating/30% five-year rating/20% three-year rating for 120 or more months of total returns. While the 10-year overall star rating formula seems to give the most weight to the 10-year period, the most recent three-year period actually has the greatest impact because it is included in all three rating periods.

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