Morningstar Ratings

Growth Credit
Global Equity Developing World
U.S. Value Antero Peak Group
International Value Group International Small-Mid
Global Value EMsights Capital Group
Sustainable Emerging Markets
Ratings/Funds in Category
30 April 2025
Team Fund Name Category 3 Yr 5 Yr 10 Yr Overall
Global Opportunities (ARTRX) Global Large-Stock Growth 325 279 195 325
Global Discovery (APFDX) Global Small/Mid Stock 166 144 166
Mid Cap (ARTMX) Mid-Cap Growth 479 445 362 479
Small Cap (ARTSX) Small Growth 529 513 388 529
Global Equity (ARTHX) Global Large-Stock Growth 325 279 195 325
International (ARTIX) Foreign Large Growth 368 333 220 368
Value (ARTLX) Large Value 1089 1027 814 1089
Mid Cap Value (ARTQX) Mid-Cap Value 385 362 282 385
Value Income (APFWX) Large Value 1089 1089
International Value (ARTKX) Foreign Large Blend 657 620 435 657
Global Value (ARTGX) Global Large-Stock Value 147 134 114 147
Select Equity (ARTNX) Large Value 1089 1027 1089
Sustainable Emerging Markets (ARTZX) Diversified Emerging Mkts 722 639 440 722
High Income (ARTFX) High Yield Bond 585 547 425 585
Floating Rate (ARTUX) Bank Loan 216 216
Developing World (ARTYX) Diversified Emerging Mkts 722 639 722
Focus (ARTTX) Large Growth 1027 949 1027
International Small-Mid (ARTJX) Foreign Small/Mid Growth 118 105 75 118
Global Unconstrained (APFPX) Nontraditional Bond 254 254
Emerging Markets Debt Opportunities (APFOX) Emerging Markets Bond 221 221
Growth Credit
Global Equity Developing World
U.S. Value Antero Peak Group
International Value Group International Small-Mid
Global Value EMsights Capital Group
Sustainable Emerging Markets
Ratings/Funds in Category
31 March 2025
Team Fund Name Category 3 Yr 5 Yr 10 Yr Overall
Global Opportunities (ARTRX) Global Large-Stock Growth 328 280 196 328
Global Discovery (APFDX) Global Small/Mid Stock 159 137 159
Mid Cap (ARTMX) Mid-Cap Growth 481 447 358 481
Small Cap (ARTSX) Small Growth 535 520 395 535
Global Equity (ARTHX) Global Large-Stock Growth 328 280 196 328
International (ARTIX) Foreign Large Growth 369 335 213 369
Value (ARTLX) Large Value 1092 1030 808 1092
Mid Cap Value (ARTQX) Mid-Cap Value 389 366 282 389
Value Income (APFWX) Large Value 1092 1092
International Value (ARTKX) Foreign Large Blend 651 615 425 651
Global Value (ARTGX) Global Large-Stock Value 149 136 111 149
Select Equity (ARTNX) Large Value 1092 1030 1092
Sustainable Emerging Markets (ARTZX) Diversified Emerging Mkts 714 636 435 714
High Income (ARTFX) High Yield Bond 586 537 423 586
Floating Rate (ARTUX) Bank Loan 215 215
Developing World (ARTYX) Diversified Emerging Mkts 714 636 714
Focus (ARTTX) Large Growth 1027 949 1027
International Small-Mid (ARTJX) Foreign Small/Mid Growth 121 108 77 121
Global Unconstrained (APFPX) Nontraditional Bond 260 260
Emerging Markets Debt Opportunities (APFOX) Emerging Markets Bond
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. 

Growth Credit
Global Equity Developing World
U.S. Value Antero Peak Group
International Value Group International Small-Mid
Global Value EMsights Capital Group
Sustainable Emerging Markets
Lipper Percentile/Ranking
31 March 2025
Team Fund Name Category 1 Yr 3 Yr 5 Yr 10 Yr Inception
Global Opportunities (ARTRX) Global Large-Cap Growth
78th
154/197
93rd
179/192
91st
166/182
33rd
42/127
7th
5/74
Global Discovery (APFDX) Global Multi-Cap Growth
52nd
76/148
77th
111/144
72nd
84/117
14th
14/100
Mid Cap (ARTMX) Mid-Cap Growth
65th
214/330
75th
241/321
71st
211/297
51st
122/239
2nd
1/52
Small Cap (ARTSX) Small-Cap Growth
52nd
284/549
59th
313/531
93rd
478/518
27th
104/385
69th
30/43
Global Equity (ARTHX) Global Multi-Cap Growth
6th
8/148
3rd
3/144
68th
80/117
63rd
45/71
35th
13/37
International (ARTIX) International Large-Cap Growth
6th
20/383
3rd
9/362
41st
134/332
60th
130/218
8th
2/26
Value (ARTLX) Global Large Cap Value
71st
40/56
11th
6/54
6th
3/53
5th
2/45
13th
1/7
Large Cap Value
(Artisan Reclassified)
71st
198/279
23rd
61/269
9th
22/261
31st
70/227
39th
55/143
Mid Cap Value (ARTQX) Mid-Cap Core
72nd
204/284
79th
217/276
41st
109/271
86th
175/204
25th
16/64
Mid-Cap Value
(Artisan Reclassified)
89th
136/152
80th
116/145
57th
77/135
77th
80/104
20th
5/24
International Value (ARTKX) International Large-Cap Value
73rd
76/104
23rd
23/99
7th
6/85
4th
2/64
5th
1/22
International Explorer (ARDBX) International Small/Mid-Cap Growth
9th
14/156
2nd
3/151
Global Value (ARTGX) Global Large-Cap Value
16th
9/56
6th
3/54
13th
7/53
20th
9/45
5th
1/19
Select Equity (ARTNX) Multi-Cap Value
8th
40/556
4th
20/536
49th
243/505
59th
326/558
Sustainable Emerging Markets (ARTZX) Emerging Markets
35th
231/661
15th
88/623
38th
207/553
20th
72/377
72nd
128/178
High Income (ARTFX) High Yield
12th
46/415
13th
50/401
6th
21/383
1st
2/302
2nd
3/295
Floating Rate (ARTUX) Loan Participation
69th
149/215
22nd
44/204
48th
103/214
Developing World (ARTYX) Emerging Markets
2nd
13/661
4th
24/623
11th
57/553
1st
3/439
Focus (ARTTX) Large-Cap Growth
3rd
15/624
72nd
434/608
78th
459/588
8th
41/553
International Small-Mid (ARTJX) International Small/Mid-Cap Growth
92nd
144/156
63rd
93/148
60th
84/141
46th
46/99
17th
6/35
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. 

As of 31 March 2025, Artisan Value Fund is classified by Lipper, Inc. in its Global Large Cap Value category. In order to illustrate Artisan Value Fund’s performance ranking compared to investment style peers with predominately U.S. exposure, Artisan Partners has ranked the Fund, including each of its share classes, within Lipper’s Large 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 Unconstrained 31 Mar 2022, 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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