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 August 2024
Team Fund Name Category 3 Yr 5 Yr 10 Yr Overall
Global Opportunities (ARTRX) Global Large-Stock Growth 323 273 192 323
Global Discovery (APFDX) Global Small/Mid Stock 136 117 136
Mid Cap (ARTMX) Mid-Cap Growth 510 477 379 510
Small Cap (ARTSX) Small Growth 547 518 399 547
Global Equity (ARTHX) Global Large-Stock Growth 323 273 192 323
International (ARTIX) Foreign Large Growth 386 336 224 386
Value (ARTLX) Large Value 1089 1036 810 1089
Mid Cap Value (ARTQX) Mid-Cap Value 375 361 282 375
International Value (ARTKX) Foreign Large Blend 672 632 421 672
Global Value (ARTGX) Global Large-Stock Value 142 129 94 142
Select Equity (ARTNX) Large Blend 1292 1292
Sustainable Emerging Markets (ARTZX) Diversified Emerging Mkts 712 641 422 712
High Income (ARTFX) High Yield Bond 603 566 432 603
Developing World (ARTYX) Diversified Emerging Mkts 712 641 712
Focus (ARTTX) Large Growth 1083 1012 1083
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 quarterly 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
30 June 2024
Team Fund Name Category 1 Yr 3 Yr 5 Yr 10 Yr Inception
Global Opportunities (ARTRX) Global Large-Cap Growth
42nd
81/193
82nd
156/190
50th
89/178
24th
30/124
8th
6/75
Global Discovery (APFDX) Global Multi-Cap Growth
82nd
127/155
84th
123/146
66th
79/120
29th
29/99
Mid Cap (ARTMX) Mid-Cap Growth
62nd
217/349
79th
263/333
59th
181/310
59th
151/257
2nd
1/55
Small Cap (ARTSX) Small-Cap Growth
81st
464/574
86th
467/544
86th
437/511
34th
129/382
73rd
32/43
Global Equity (ARTHX) Global Multi-Cap Growth
54th
83/155
74th
108/146
81st
98/120
74th
50/67
54th
21/38
International (ARTIX) International Large-Cap Growth
22nd
79/374
34th
122/358
86th
271/316
82nd
177/215
8th
2/24
Value (ARTLX) Large Cap Value
64th
190/299
47th
134/286
19th
50/275
48th
114/238
40th
64/162
Mid Cap Value (ARTQX) Mid-Cap Core
91st
262/288
74th
206/279
87th
234/269
96th
188/196
31st
20/65
Mid-Cap Value
(Artisan Reclassified)
75th
124/166
82nd
130/159
68th
102/150
81st
95/117
21st
6/28
International Value (ARTKX) International Large-Cap Value
31st
29/93
15th
12/83
5th
3/72
9th
5/55
5th
1/19
International Explorer (ARDBX) International Small/Mid-Cap Value
42nd
15/35
33rd
13/39
Global Value (ARTGX) Global Large-Cap Value
6th
3/49
25th
12/48
21st
10/47
14th
5/35
5th
1/20
Select Equity (ARTNX) Multi-Cap Value
19th
107/576
75th
405/544
68th
396/586
Sustainable Emerging Markets (ARTZX) Emerging Markets
60th
412/689
50th
311/623
51st
284/559
29th
106/369
76th
139/182
High Income (ARTFX) High Yield
19th
82/434
11th
43/404
5th
18/391
2nd
4/299
2nd
4/304
Floating Rate (ARTUX) Loan Participation
41st
88/217
53rd
114/217
Developing World (ARTYX) Emerging Markets
8th
55/689
78th
485/623
3rd
15/559
1st
3/458
Focus (ARTTX) Large-Cap Core
46th
263/574
93rd
500/542
76th
389/517
1st
2/519
International Small-Mid (ARTJX) International Small/Mid-Cap Growth
79th
138/175
65th
104/160
30th
47/157
49th
51/104
14th
5/35
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.

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