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
31 October 2023
Team Fund Name Category 3 Yr 5 Yr 10 Yr Overall
Global Opportunities (ARTRX) Global Large-Stock Growth 323 278 189 323
Global Discovery (APFDX) Global Small/Mid Stock 134 115 134
Mid Cap (ARTMX) Mid-Cap Growth 521 493 396 521
Small Cap (ARTSX) Small Growth 560 526 395 560
Global Equity (ARTHX) Global Large-Stock Growth 323 278 189 323
International (ARTIX) Foreign Large Growth 383 332 229 383
International Small-Mid (ARTJX) Foreign Small/Mid Growth 124 112 78 124
Value (ARTLX) Large Value 1138 1086 825 1138
Mid Cap Value (ARTQX) Mid-Cap Value 379 363 269 379
International Value (ARTKX) Foreign Large Blend 699 637 420 699
Global Value (ARTGX) Global Large-Stock Value 149 141 95 149
Select Equity (ARTNX) Large Blend 1298 1298
Sustainable Emerging Markets (ARTZX) Diversified Emerging Mkts 721 651 393 721
High Income (ARTFX) High Yield Bond 632 588 632
Developing World (ARTYX) Diversified Emerging Mkts 721 651 721
Focus (ARTTX) Large Growth 1126 1039 1126
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
30 September 2023
Team Fund Name Category 1 Yr 3 Yr 5 Yr 10 Yr Inception
Global Opportunities (ARTRX) Global Large-Cap Growth
92nd
174/190
87th
156/179
50th
84/170
29th
34/117
6th
4/78
Global Discovery (APFDX) Global Multi-Cap Growth
65th
109/169
75th
107/142
16th
18/113
8th
8/103
Mid Cap (ARTMX) Mid-Cap Growth
61st
227/372
80th
272/343
24th
79/329
59th
159/271
2nd
1/57
Small Cap (ARTSX) Small-Cap Growth
77th
478/622
92nd
541/593
59th
322/553
45th
179/403
65th
29/44
Global Equity (ARTHX) Global Multi-Cap Growth
62nd
104/169
84th
119/142
74th
84/113
77th
55/71
45th
19/42
International (ARTIX) International Large-Cap Growth
27th
93/352
64th
204/322
72nd
201/280
81st
161/199
8th
2/25
International Small-Mid (ARTJX) International Small/Mid-Cap Growth
76th
136/179
62nd
104/169
11th
17/156
47th
51/109
14th
5/37
Value (ARTLX) Large Cap Value
4th
10/317
15th
44/300
22nd
63/291
45th
111/248
33rd
55/168
Mid Cap Value (ARTQX) Mid-Cap Core
24th
80/334
34th
109/324
70th
216/309
95th
206/218
20th
14/70
Mid-Cap Value
(Artisan Reclassified)
26th
36/140
72nd
95/132
61st
78/128
81st
76/93
20th
6/30
International Value (ARTKX) International Large-Cap Value
25th
24/98
6th
5/87
7th
5/74
4th
2/58
6th
1/17
Global Value (ARTGX) Global Large-Cap Value
7th
3/44
14th
6/42
45th
19/42
42nd
13/30
6th
1/17
Select Equity (ARTNX) Multi-Cap Value
5th
25/605
89th
507/569
89th
548/621
Sustainable Emerging Markets (ARTZX) Emerging Markets
9th
62/709
39th
238/623
41st
230/569
28th
95/341
76th
144/189
High Income (ARTFX) High Yield
23rd
103/461
7th
27/436
4th
14/412
1st
3/329
Floating Rate (ARTUX) Loan Participation
16th
34/225
26th
60/232
Developing World (ARTYX) Emerging Markets
8th
52/709
98th
609/623
2nd
8/569
2nd
8/483
Focus (ARTTX) Large-Cap Core
100th
572/573
100th
538/539
74th
380/513
1st
1/520
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. These risks are discussed in the prospectus. Please read it carefully before you invest or send money. 

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.