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
30 September 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 139 117 139
Mid Cap (ARTMX) Mid-Cap Growth 511 476 378 511
Small Cap (ARTSX) Small Growth 545 517 398 545
Global Equity (ARTHX) Global Large-Stock Growth 323 273 192 323
International (ARTIX) Foreign Large Growth 386 336 224 386
Value (ARTLX) Large Value 1085 1031 804 1085
Mid Cap Value (ARTQX) Mid-Cap Value 375 362 282 375
International Value (ARTKX) Foreign Large Blend 667 629 422 667
Global Value (ARTGX) Global Large-Stock Value 142 129 95 142
Select Equity (ARTNX) Large Blend 1292 1292
Sustainable Emerging Markets (ARTZX) Diversified Emerging Mkts 711 639 426 711
High Income (ARTFX) High Yield Bond 598 563 425 598
Developing World (ARTYX) Diversified Emerging Mkts 711 639 711
Focus (ARTTX) Large Growth 1076 1005 1076
International Small-Mid (ARTJX) Foreign Small/Mid Growth 121 112 77 121
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 International Small-Mid
Global Value EMsights Capital Group
Sustainable Emerging Markets
Lipper Percentile/Ranking
30 September 2024
Team Fund Name Category 1 Yr 3 Yr 5 Yr 10 Yr Inception
Global Opportunities (ARTRX) Global Large-Cap Growth
50th
105/211
91st
187/205
60th
115/193
27th
37/138
7th
5/81
Global Discovery (APFDX) Global Multi-Cap Growth
87th
131/150
90th
132/147
67th
77/115
23rd
22/98
Mid Cap (ARTMX) Mid-Cap Growth
95th
335/354
90th
303/339
59th
186/316
66th
170/259
2nd
1/56
Small Cap (ARTSX) Small-Cap Growth
58th
318/555
85th
450/534
84th
420/504
30th
112/378
75th
32/42
Global Equity (ARTHX) Global Multi-Cap Growth
67th
100/150
71st
105/147
84th
97/115
73rd
51/69
57th
21/36
International (ARTIX) International Large-Cap Growth
48th
177/370
40th
139/351
91st
282/312
84th
178/213
9th
2/23
Value (ARTLX) Large Cap Value
82nd
239/291
47th
132/280
20th
53/268
42nd
97/234
41st
63/154
Mid Cap Value (ARTQX) Mid-Cap Core
94th
269/287
75th
210/281
81st
219/271
95th
192/202
29th
19/66
Mid-Cap Value
(Artisan Reclassified)
77th
127/166
83rd
128/155
61st
91/149
79th
90/113
23rd
6/26
International Value (ARTKX) International Large-Cap Value
19th
20/106
4th
3/96
4th
3/87
7th
4/63
5th
1/22
International Explorer (ARDBX) International Small/Mid-Cap Value
43rd
14/32
59th
23/38
Global Value (ARTGX) Global Large-Cap Value
36th
19/52
35th
18/51
36th
18/50
41st
15/36
6th
1/18
Select Equity (ARTNX) Multi-Cap Value
6th
32/566
74th
392/534
77th
442/577
Sustainable Emerging Markets (ARTZX) Emerging Markets
46th
315/685
41st
254/622
50th
277/559
24th
90/376
74th
135/182
High Income (ARTFX) High Yield
44th
187/431
7th
28/406
6th
20/391
2nd
4/301
2nd
4/302
Floating Rate (ARTUX) Loan Participation
85th
184/216
50th
108/216
Developing World (ARTYX) Emerging Markets
1st
3/685
68th
418/622
2nd
9/559
1st
3/457
Focus (ARTTX) Large-Cap Core
3rd
12/565
94th
495/530
75th
380/507
1st
2/507
International Small-Mid (ARTJX) International Small/Mid-Cap Growth
74th
127/172
57th
91/161
35th
54/155
33rd
33/102
15th
5/34
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 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.