How do I invest in an Artisan Partners Fund?
Select the appropriate account application to open an Artisan Partners Fund account. If you do not see the form or application you need, contact us at 800 344 1770.
Artisan Partners Funds are also available with various third-party brokerages firms as part of a No Transaction Fee (NTF) program. Inquire directly with the brokerage firm of your choice regarding Artisan Partners Fund availability and account fees.
What are the investment minimums to open an account in an Artisan Partners Fund?
Artisan Partners offers multiple share classes for its mutual fund lineup. Share class availability varies per fund.
Investor SharesNo load share class offered to members of the general public. Investment minimum: $1,000.
The initial investment minimum for Investor Share Classes is waived if you invest thorough an Automatic Investment Plan.
Advisor Shares
No load share class generally available for investment only by employee benefit plans, clients of financial advisors, clients of sponsored fee-based programs and other investors that meet the minimum investment requirements, which typically contain less expenses than the Investor Share Class, if applicable. Investment minimum: $250,000.
The minimum investment requirements will be waived on (1) certain employee benefit plans that hold their shares through plan-level or omnibus accounts on behalf of participants; or (2) investors who purchase shares through financial intermediaries where (i) the intermediary has entered into an agreement with Artisan Partners Funds or Artisan Partners Distributors LLC and (ii) the intermediary holds shares through an omnibus account, although the intermediary maintaining such an account may impose its own minimum investment requirements.
Institutional Shares
No load share class designed for certain employee benefit plans as well as institutional and other investors who are able to meet the high minimum investment requirements, which typically contain less expense than the Investor or Advisor Share Class, if applicable. Investment minimum: $1,000,000.
The minimum investment requirements will be waived on (1) certain employee benefit plans that hold their shares through plan-level or omnibus accounts on behalf of participants; or (2) investors who purchase shares through financial intermediaries where (i) the intermediary has entered into an agreement with Artisan Partners Funds or Artisan Partners Distributors LLC and (ii) the intermediary holds shares through an omnibus account, although the intermediary maintaining such an account may impose its own minimum investment requirements.
For additional information on each Fund’s available share class expenses, minimum balances and eligibility requirements, refer to the Fund's prospectus or contact us at 800 344 1770.
Fund Name | Share Class | Ticker | Investment Minimum | Availability |
---|---|---|---|---|
Developing World Fund | Investor | ARTYX | $1,000 | Open |
Advisor | APDYX | $250,000 | Open | |
Institutional | APHYX | $1,000,000 | Open | |
Emerging Markets Debt Opportunities Fund | Investor | APFOX | $1,000 | Open |
Advisor | APDOX | $250,000 | Open | |
Institutional | APHOX | $1,000,000 | Open | |
Floating Rate Fund | Investor | ARTUX | $1,000 | Open |
Advisor | APDUX | $250,000 | Open | |
Institutional | APHUX | $1,000,000 | Open | |
Focus Fund | Investor | ARTTX | $1,000 | Open |
Advisor | APDTX | $250,000 | Open | |
Institutional | APHTX | $1,000,000 | Open | |
Global Discovery Fund | Investor | APFDX | $1,000 | Open |
Advisor | APDDX | $250,000 | Open | |
Institutional | APHDX | $1,000,000 | Open | |
Global Equity Fund | Investor | ARTHX | $1,000 | Open |
Advisor | APDHX | $250,000 | Open | |
Institutional | APHHX | $1,000,000 | Open | |
Global Opportunities Fund | Investor | ARTRX | $1,000 | Open |
Advisor | APDRX | $250,000 | Open | |
Institutional | APHRX | $1,000,000 | Open | |
Global Unconstrained Fund | Investor | APFPX | $1,000 | Open |
Advisor | APDPX | $250,000 | Open | |
Institutional | APHPX | $1,000,000 | Open | |
Global Value Fund | Investor | ARTGX | $1,000 | Open |
Advisor | APDGX | $250,000 | Open | |
Institutional | APHGX | $1,000,000 | Open | |
High Income Fund | Investor | ARTFX | $1,000 | Closed to most new investors |
Advisor | APDFX | $250,000 | Closed to most new investors | |
Institutional | APHFX | $1,000,000 | Closed to most new investors | |
International Explorer Fund | Advisor | ARDBX | $250,000 | Open |
Institutional | ARHBX | $1,000,000 | Open | |
International Fund | Investor | ARTIX | $1,000 | Open |
Advisor | APDIX | $250,000 | Open | |
Institutional | APHIX | $1,000,000 | Open | |
International Small-Mid Fund | Investor | ARTJX | $1,000 | Closed to most new investors |
Advisor | APDJX | $250,000 | Closed to most new investors | |
Institutional | APHJX | $1,000,000 | Closed to most new investors | |
International Value Fund | Investor | ARTKX | $1,000 | Closed to most new investors |
Advisor | APDKX | $250,000 | Closed to most new investors | |
Institutional | APHKX | $1,000,000 | Closed to most new investors | |
Mid Cap Fund | Investor | ARTMX | $1,000 | Open |
Advisor | APDMX | $250,000 | Open | |
Institutional | APHMX | $1,000,000 | Open | |
Mid Cap Value Fund | Investor | ARTQX | $1,000 | Open |
Advisor | APDQX | $250,000 | Open | |
Institutional | APHQX | $1,000,000 | Open | |
Select Equity Fund | Investor | ARTNX | $1,000 | Open |
Advisor | APDNX | $250,000 | Open | |
Institutional | APHNX | $1,000,000 | Open | |
Small Cap Fund | Investor | ARTSX | $1,000 | Open |
Advisor | APDSX | $250,000 | Open | |
Institutional | APHSX | $1,000,000 | Open | |
Sustainable Emerging Markets Fund | Investor | ARTZX | $1,000 | Open |
Advisor | APDEX | $250,000 | Open | |
Institutional | APHEX | $1,000,000 | Open | |
Value Fund | Investor | ARTLX | $1,000 | Open |
Advisor | APDLX | $250,000 | Open | |
Institutional | APHLX | $1,000,000 | Open | |
Value Income Fund | Investor | APFWX | $1,000 | Open |
Advisor | APDWX | $250,000 | Open | |
Institutional | APHWX | $1,000,000 | Open |
Who is eligible to invest in a closed Artisan Partners Fund?
You may open a new account in a closed Fund only if the account meets the eligibility criteria. For eligibility information, refer to the "Who is Eligible to Invest in a Closed Fund" section of the Fund's statutory prospectus or contact us at 800 344 1770.
What type of account can I open?
You can open Individual, Entity, Education Savings or IRA accounts directly with Artisan Partners Funds. Find descriptions and applications for each account type in our Applications & Forms section.
What types of statements and reports will I receive as a fund shareholder?
As an Artisan Partners Fund shareholder, you will receive:
The following Statements within Account Access
Fund Specific Reports and Documents updates are sent via e-Delivery
Can I order duplicate copies of my account statements and tax forms?
To order a duplicate copy of your account statements or tax forms, contact us at 800 344 1770 or order online through your Account Access.
How do I change my account information?
As an Artisan Partners Fund shareholder, these items can be done within Account Access:
As an Artisan Partners Fund shareholder, you can use the Shareholder Account Options Form to make these changes to your account, such as:
How do I check my account balance?
Account balances can be obtained through the following:
Once I have an account directly with Artisan Partners Funds, how do I buy and sell shares?
You may BUY additional shares of a Fund via the following methods.*
Mail—Send a check payable to "Artisan Partners Funds" to one of the addresses below. Include the Fund Name and your account number on a letter of instruction.
Cash, money orders, travelers checks, credit card payments, credit card checks, third-party checks, starter checks and checks drawn on non-US financial institutions will not be accepted.
Regular Mail: Artisan Partners Funds PO Box 219322 Kansas City, MO 64121-9322 |
Overnight Delivery: Artisan Partners Funds 430 W. 7th Street, Suite 219322 Kansas City, MO 64105-1407 |
Customer service representatives are available during business hours—Monday through Friday from 8:00 am to 6:00 pm Eastern Time.
For non-retirement accounts, you may SELL shares via the following methods. Some Funds have a redemption fee, which will be deducted from your redemption amount, if shares are held for 90 days or less.*
Mail—Send a letter of instruction to one of the addresses below. Include in the letter of instruction the Fund’s name, your account number, the dollar amount or number of shares to be sold and the signature of each owner as it appears on the account.
Some redemptions require medallion signature guarantees. Refer to the "Medallion Guarantees" section of the prospectus for more information.
Regular Mail: Artisan Partners Funds PO Box 219322 Kansas City, MO 64121-9322 |
Overnight Delivery: Artisan Partners Funds 430 W. 7th Street, Suite 219322 Kansas City, MO 64105-1407 |
Customer service representatives are available during business hours—Monday through Friday from 8:00 am to 6:00 pm Eastern Time.
To SELL shares in an IRA account, you must complete and send in an IRA Distribution Request Form to the address provided above. For questions pertaining to IRA accounts, contact a customer service representative at 800 344 1770.*
*You will receive the share price (NAV) calculated after your order is received by the Fund or its authorized agent.
How do I obtain a medallion signature guarantee?
A medallion signature guarantee may be obtained from an officer at your commercial bank, broker-dealer, credit union (if authorized by state law), securities exchange or association, clearing agency, or savings association. An acceptable guarantee uses a STAMP2000 Medallion imprint appropriate for the nature and size of the transaction and has the words "SIGNATURE GUARANTEED" stamped or typed near your signature on this form.
Note: A Notary Public stamp or seal is different from a signature guarantee and is not acceptable in certain situations.
How do I register for online account access?
Visit our Account Access page to register your account for online access.
Please note: If your account is not held directly with Artisan Partners Funds (i.e. If your account is through a third party), you will need to contact that firm for assistance. If you are unsure, we recommend checking your account statements.
How do I change my Username for online account access?
Sign in to your account via our Account Access page. Click on Account Profile, then click Change Username. Enter your current password, then input your NEW Username and confirm it. Click Submit. A confirmation screen will appear.
How do I change my Password for online account access?
Sign in to your account via our Account Access page. On the Account Profile, then Click Change Password. Enter your CURRENT Password, then Enter your New Password and confirm it. Click Submit. A confirmation screen will appear.
What happens if I get locked out of my account?
Contact a customer service representative at 800 344 1770 to have your account password reset. Please have your account number and Username available for identification purposes.
What can I do via online account access?
Through online account access, you can:
May I request that my account be blocked from online access?
Yes, you may request that your account(s) be coded so they are not available via online access. All requests must be sent in writing to:
Artisan Partners Funds
PO Box 219322
Kansas City, MO 64121-9322
Will Joint Tenant accounts be available online under both Social Security Numbers?
At this time, joint tenant accounts are available only under the Social Security Number of the primary joint tenant. Generally this is the individual listed first in the account registration or the Social Security Number which is used for tax reporting purposes.
Reduce clutter in your mailbox and help the environment by signing up for E-Delivery, a free service for shareholders who prefer receiving fund documents in an electronic format.
What documents are available through E-Delivery?
Fund documents available through E-Delivery include daily confirmations, account statements, tax forms, prospectuses, summary prospectuses, annual and semi-annual reports, privacy statements and special announcements.
To view account information online enroll in Account Access.
How do I consent or enroll for E-Delivery?
Go to Account Access. In the Account Setting menu select e-Delivery Preferences. Here you can choose which items you’d prefer to receive via email. You’ll need to agree to the Terms and Conditions and click submit. You should receive both a confirmation screen and a confirmation email.
How do I update my email address for E-Delivery?
To update your email address for E-Delivery, visit Account Access. In the Account Setting menu select e-Delivery Preferences, input your new email and confirm it. Then choose which items you’d prefer to receive via email. You’ll need to agree to the Terms and Conditions and click submit. You should receive both a confirmation screen and a confirmation email.
You should receive both a confirmation email to both your new and old email address.
How do I manage my preference for e-Delivery?
Visit Account Access. In the Account Setting menu select e-Delivery Preferences. Here you can choose which items you’d prefer to receive via email or unsubscribe if you prefer. You’ll need to agree to the Terms and Conditions and click submit. You should receive both a confirmation screen and a confirmation email for the choices you’ve made.
E-Delivery enrollment is based on each shareholder's SSN/TIN, therefore only the accounts tied to that specific SSN/TIN will be enrolled in E-Delivery. A separate enrollment must be made for additional SSN/TINs in the same household.
What happens if I do not receive any email notifications?
If E-Delivery notifications are rejected, Artisan Partners will make periodic attempts over the course of the next three days to resend the email. After three days, E-Delivery enrollment will be discontinued and you will be notified by regular mail to reactivate your E-Delivery preferences. Otherwise, regular mail delivery of paper documents will commence with the next mailing.
If you have any questions, please contact us. Customer service representatives are available during business hours—Monday through Friday from 8:00 am to 6:00 pm Eastern Time.
Individual Investors: 800 344 1770
Investment Professionals: 800 454 1770