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
31 December 2024
Team Fund Name Category 3 Yr 5 Yr 10 Yr Overall
Global Opportunities (ARTRX) Global Large-Stock Growth 325 278 196 325
Global Discovery (APFDX) Global Small/Mid Stock 159 133 159
Mid Cap (ARTMX) Mid-Cap Growth 479 440 358 479
Small Cap (ARTSX) Small Growth 534 517 395 534
Global Equity (ARTHX) Global Large-Stock Growth 325 278 196 325
International (ARTIX) Foreign Large Growth 365 334 210 365
Value (ARTLX) Large Value 1095 1036 808 1095
Mid Cap Value (ARTQX) Mid-Cap Value 392 372 289 392
International Value (ARTKX) Foreign Large Blend 648 618 421 648
Global Value (ARTGX) Global Large-Stock Value 150 134 106 150
Select Equity (ARTNX) Large Blend 1095 1095
Sustainable Emerging Markets (ARTZX) Diversified Emerging Mkts 707 632 430 707
High Income (ARTFX) High Yield Bond 580 539 421 580
Floating Rate (ARTUX) Bank Loan 210 210
Developing World (ARTYX) Diversified Emerging Mkts 707 632 707
Focus (ARTTX) Large Growth 1020 952 1020
International Small-Mid (ARTJX) Foreign Small/Mid Growth 119 110 75 119
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 December 2024
Team Fund Name Category 1 Yr 3 Yr 5 Yr 10 Yr Inception
Global Opportunities (ARTRX) Global Large-Cap Growth
65th
137/213
96th
199/208
56th
110/198
22nd
31/140
7th
5/81
Global Discovery (APFDX) Global Multi-Cap Growth
64th
96/150
77th
113/146
67th
78/116
18th
17/96
Mid Cap (ARTMX) Mid-Cap Growth
61st
210/344
87th
292/335
48th
144/305
61st
151/250
2nd
1/53
Small Cap (ARTSX) Small-Cap Growth
43rd
235/552
72nd
383/532
85th
436/514
37th
141/384
66th
29/43
Global Equity (ARTHX) Global Multi-Cap Growth
60th
90/150
56th
81/146
80th
93/116
82nd
57/69
57th
21/36
International (ARTIX) International Large-Cap Growth
11th
39/375
14th
50/357
72nd
239/335
79th
172/217
8th
2/24
Value (ARTLX) Large Cap Value
76th
214/284
22nd
59/273
23rd
58/261
29th
66/229
42nd
63/152
Mid Cap Value (ARTQX) Mid-Cap Core
98th
285/291
81st
228/282
80th
221/276
92nd
193/210
30th
20/67
Mid-Cap Value
(Artisan Reclassified)
96th
153/160
90th
133/147
71st
99/140
83rd
91/109
25th
6/23
International Value (ARTKX) International Large-Cap Value
35th
37/106
7th
7/99
4th
3/90
5th
3/67
5th
1/23
International Explorer (ARDBX) International Small/Mid-Cap Value
34th
11/32
47th
18/38
Global Value (ARTGX) Global Large-Cap Value
54th
29/53
20th
10/51
36th
18/50
35th
14/39
6th
1/18
Select Equity (ARTNX) Multi-Cap Value
33rd
181/553
48th
251/531
75th
423/563
Sustainable Emerging Markets (ARTZX) Emerging Markets
43rd
287/670
51st
313/615
47th
256/550
25th
95/379
73rd
129/178
High Income (ARTFX) High Yield
27th
113/423
6th
21/404
6th
20/386
2nd
4/304
2nd
4/297
Floating Rate (ARTUX) Loan Participation
82nd
175/214
37th
74/204
52nd
110/214
Developing World (ARTYX) Emerging Markets
1st
3/670
24th
143/615
1st
5/550
1st
3/449
Focus (ARTTX) Large-Cap Core
3rd
16/562
92nd
485/531
66th
333/504
1st
2/503
International Small-Mid (ARTJX) International Small/Mid-Cap Growth
71st
118/166
51st
79/156
42nd
63/149
37th
38/102
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.