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
29 February 2024
Team Fund Name Category 3 Yr 5 Yr 10 Yr Overall
Global Opportunities (ARTRX) Global Large-Stock Growth 324 279 191 324
Global Discovery (APFDX) Global Small/Mid Stock 135 119 135
Mid Cap (ARTMX) Mid-Cap Growth 523 493 395 523
Small Cap (ARTSX) Small Growth 559 527 405 559
Global Equity (ARTHX) Global Large-Stock Growth 324 279 191 324
International (ARTIX) Foreign Large Growth 391 333 229 391
International Small-Mid (ARTJX) Foreign Small/Mid Growth 120 114 79 120
Value (ARTLX) Large Value 1128 1069 822 1128
Mid Cap Value (ARTQX) Mid-Cap Value 377 358 274 377
International Value (ARTKX) Foreign Large Blend 698 644 423 698
Global Value (ARTGX) Global Large-Stock Value 149 139 95 149
Select Equity (ARTNX) Large Blend 1298 1298
Sustainable Emerging Markets (ARTZX) Diversified Emerging Mkts 717 654 419 717
High Income (ARTFX) High Yield Bond 607 575 607
Developing World (ARTYX) Diversified Emerging Mkts 717 654 717
Focus (ARTTX) Large Growth 1115 1040 1115
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 Sustainable Emerging Markets
Global Equity Credit
U.S. Value Developing World
International Value Antero Peak Group
Global Value
Lipper Percentile/Ranking
31 December 2023
Team Fund Name Category 1 Yr 3 Yr 5 Yr 10 Yr Inception
Global Opportunities (ARTRX) Global Large-Cap Growth
68th
134/198
88th
167/190
37th
65/179
20th
25/126
6th
4/78
Global Discovery (APFDX) Global Multi-Cap Growth
68th
114/167
82nd
122/149
12th
13/117
9th
9/103
Mid Cap (ARTMX) Mid-Cap Growth
32nd
115/366
79th
270/342
26th
83/324
59th
159/269
2nd
1/57
Small Cap (ARTSX) Small-Cap Growth
91st
560/620
92nd
537/588
67th
368/551
49th
199/411
74th
33/44
Global Equity (ARTHX) Global Multi-Cap Growth
94th
157/167
81st
121/149
87th
102/117
77th
55/71
47th
20/42
International (ARTIX) International Large-Cap Growth
75th
266/358
48th
158/334
89th
257/289
85th
171/202
8th
2/25
International Small-Mid (ARTJX) International Small/Mid-Cap Growth
80th
144/181
70th
116/167
8th
12/158
52nd
57/110
14th
5/37
Value (ARTLX) Large Cap Value
8th
23/307
18th
52/292
8th
20/279
33rd
79/243
34th
55/164
Mid Cap Value (ARTQX) Mid-Cap Core
20th
65/334
42nd
135/324
71st
218/310
94th
208/222
19th
13/70
Mid-Cap Value
(Artisan Reclassified)
13th
17/138
75th
98/131
54th
68/126
81st
74/91
21st
6/28
International Value (ARTKX) International Large-Cap Value
12th
11/94
8th
6/84
5th
3/73
4th
2/57
6th
1/17
Global Value (ARTGX) Global Large-Cap Value
7th
3/44
14th
6/43
28th
12/42
39th
12/30
6th
1/17
Select Equity (ARTNX) Multi-Cap Value
4th
24/606
90th
513/571
82nd
508/622
Sustainable Emerging Markets (ARTZX) Emerging Markets
14th
95/698
46th
283/618
50th
280/569
28th
98/349
76th
140/185
High Income (ARTFX) High Yield
3rd
13/454
8th
34/431
4th
13/415
2nd
4/324
Floating Rate (ARTUX) Loan Participation
12th
25/225
35th
80/231
Developing World (ARTYX) Emerging Markets
1st
6/698
95th
587/618
2nd
6/569
1st
3/473
Focus (ARTTX) Large-Cap Core
95th
538/566
100th
536/536
94th
477/508
1st
1/514
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 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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