Morningstar Ratings

Growth Credit
Global Equity Developing World
U.S. Value Antero Peak Group
International Value International Small-Mid
Global Value EMsights Capital Group
Sustainable Emerging Markets
Ratings/Funds in Category
31 May 2024
Team Fund Name Category 3 Yr 5 Yr 10 Yr Overall
Global Opportunities (ARTRX) Global Large-Stock Growth 314 277 186 314
Global Discovery (APFDX) Global Small/Mid Stock 134 119 134
Mid Cap (ARTMX) Mid-Cap Growth 510 476 382 510
Small Cap (ARTSX) Small Growth 552 523 399 552
Global Equity (ARTHX) Global Large-Stock Growth 314 277 186 314
International (ARTIX) Foreign Large Growth 378 333 222 378
Value (ARTLX) Large Value 1102 1039 808 1102
Mid Cap Value (ARTQX) Mid-Cap Value 376 363 283 376
International Value (ARTKX) Foreign Large Blend 680 633 420 680
Global Value (ARTGX) Global Large-Stock Value 146 134 94 146
Select Equity (ARTNX) Large Blend 1289 1289
Sustainable Emerging Markets (ARTZX) Diversified Emerging Mkts 717 651 425 717
High Income (ARTFX) High Yield Bond 595 564 428 595
Developing World (ARTYX) Diversified Emerging Mkts 717 651 717
Focus (ARTTX) Large Growth 1100 1026 1100
International Small-Mid (ARTJX) Foreign Small/Mid Growth 116 112 77 116
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 full Fund ratings.

Growth Credit
Global Equity Developing World
U.S. Value Antero Peak Group
International Value International Small-Mid
Global Value EMsights Capital Group
Sustainable Emerging Markets
Lipper Percentile/Ranking
31 March 2024
Team Fund Name Category 1 Yr 3 Yr 5 Yr 10 Yr Inception
Global Opportunities (ARTRX) Global Large-Cap Growth
44th
85/196
78th
146/188
44th
77/177
17th
20/123
6th
4/76
Global Discovery (APFDX) Global Multi-Cap Growth
83rd
136/163
74th
107/144
26th
30/115
13th
13/101
Mid Cap (ARTMX) Mid-Cap Growth
58th
209/361
74th
249/337
37th
115/318
63rd
164/263
2nd
1/58
Small Cap (ARTSX) Small-Cap Growth
89th
530/595
85th
476/560
73rd
379/524
41st
159/391
72nd
32/44
Global Equity (ARTHX) Global Multi-Cap Growth
71st
115/163
69th
100/144
75th
86/115
75th
52/69
52nd
21/40
International (ARTIX) International Large-Cap Growth
27th
97/359
27th
90/334
66th
190/291
74th
148/200
8th
2/24
Value (ARTLX) Large Cap Value
39th
117/305
26th
75/289
12th
33/279
38th
90/240
34th
55/163
Mid Cap Value (ARTQX) Mid-Cap Core
75th
230/306
79th
231/295
75th
211/281
96th
200/208
27th
19/70
Mid-Cap Value
(Artisan Reclassified)
59th
93/158
84th
127/152
53rd
75/143
83rd
88/106
21st
6/28
International Value (ARTKX) International Large-Cap Value
30th
25/84
6th
4/74
5th
3/62
5th
2/48
7th
1/14
International Explorer (ARDBX) International Small/Mid-Cap Value
62nd
22/35
49th
19/38
Global Value (ARTGX) Global Large-Cap Value
18th
9/49
33rd
16/48
22nd
10/45
25th
9/35
5th
1/20
Select Equity (ARTNX) Multi-Cap Value
21st
123/599
82nd
458/558
77th
463/608
Sustainable Emerging Markets (ARTZX) Emerging Markets
33rd
228/693
39th
237/618
48th
271/566
28th
102/371
73rd
137/187
High Income (ARTFX) High Yield
13th
56/441
12th
48/414
5th
17/400
2nd
4/300
2nd
5/310
Floating Rate (ARTUX) Loan Participation
16th
33/212
40th
86/219
Developing World (ARTYX) Emerging Markets
12th
80/693
70th
430/618
2nd
10/566
1st
3/466
Focus (ARTTX) Large-Cap Core
52nd
291/560
99th
524/531
77th
383/502
1st
2/507
International Small-Mid (ARTJX) International Small/Mid-Cap Growth
67th
118/177
60th
97/163
12th
19/159
52nd
55/106
14th
5/37
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. 

As of 31 March 2023, Artisan Mid Cap Value Fund is classified by Lipper, Inc. in its Mid-Cap Core category. In order to illustrate Artisan Mid Cap Value Fund’s performance ranking compared to value investment style peers, Artisan Partners has ranked the Fund, including each of its share classes, within Lipper’s Mid-Cap Value category by inserting each share class’s returns into the category and re-ranking its constituents. As a modified category, this ranking information will vary from other presentations of the same category data provided by Lipper. 

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 Explorer Fund 16 May 2022, 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, Artisan Value Fund 27 Mar 2006, and Artisan Value Income Fund 28 Feb 2022.

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.

© 2024 Morningstar. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.