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Morningstar

Artisan Partners Mutual Funds

View all of Artisan Partners’s mutual funds and start searching for your next investment. Below are pre-screened investment lists to kickstart the process. All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.

Artisan Partners Funds List

Share Class Type

1 to 25 of 62 Results

Name
Ticker
Morningstar Category
Morningstar Rating for Funds
Overall
Morningstar Sustainability Rating
Total Return
YTD
Total Return Rank in Category
YTD
Adjusted Expense Ratio
Fee Level
Distribution
Share Class Type
Minimum Initial Investment
Artisan Global Discovery InvestorAPFDXGlobal Small/Mid Stock5.87%161.410%Above AverageNo Load$1,000
Artisan High Income AdvisorAPDFXHigh Yield Bond—1.69%480.800%HighInstitutional$250,000
Artisan High Income InstitutionalAPHFXHigh Yield Bond—1.72%460.710%AverageInstitutional$1.0 Mil
Artisan High Income InvestorARTFXHigh Yield Bond—1.74%460.960%Above AverageNo Load$1,000
Artisan International Value AdvisorAPDKXForeign Large Blend7.46%261.120%HighInstitutional$250,000
Artisan International Value InstlAPHKXForeign Large Blend7.48%251.030%HighInstitutional$1.0 Mil
Artisan International Value InvestorARTKXForeign Large Blend7.40%271.260%HighNo Load$1,000
Artisan Global Discovery AdvisorAPDDXGlobal Small/Mid Stock5.85%171.310%HighInstitutional$250,000
Artisan Global Discovery InstitutionalAPHDXGlobal Small/Mid Stock6.03%151.090%AverageInstitutional$1.0 Mil
Artisan Global Opportunities AdvisorAPDRXGlobal Large-Stock Growth10.23%381.020%HighInstitutional$250,000
Artisan Global Opportunities InstlAPHRXGlobal Large-Stock Growth10.25%380.910%Above AverageInstitutional$1.0 Mil
Artisan Global Opportunities InvARTRXGlobal Large-Stock Growth10.19%391.150%Above AverageNo Load$1,000
Artisan Global Value InstitutionalAPHGXGlobal Large-Stock Value9.79%101.080%HighInstitutional$1.0 Mil
Artisan Global Value InvestorARTGXGlobal Large-Stock Value9.69%111.320%HighNo Load$1,000
Artisan International Small-Mid AdvisorAPDJXForeign Small/Mid Growth1.61%541.150%Above AverageInstitutional$250,000
Artisan International Small-Mid InstlAPHJXForeign Small/Mid Growth1.65%531.080%AverageInstitutional$1.0 Mil
Artisan Value AdvisorAPDLXLarge Value8.05%450.880%Above AverageInstitutional$250,000
Artisan Value InstitutionalAPHLXLarge Value8.05%450.850%Above AverageInstitutional$1.0 Mil
Artisan Value InvestorARTLXLarge Value7.99%471.070%HighNo Load$1,000
Artisan Developing World AdvisorAPDYXDiversified Emerging Mkts14.02%11.130%Above AverageInstitutional$250,000
Artisan Developing World InstitutionalAPHYXDiversified Emerging Mkts14.06%11.050%AverageInstitutional$1.0 Mil
Artisan Developing World InvestorARTYXDiversified Emerging Mkts13.92%11.300%Above AverageNo Load$1,000
Artisan Focus Fund AdvisorAPDTXLarge Growth16.35%61.130%HighInstitutional$250,000
Artisan Focus Fund InstitutionalAPHTXLarge Growth16.35%61.040%HighInstitutional$1.0 Mil
Artisan Focus Fund InvestorARTTXLarge Growth16.35%61.310%HighNo Load$1,000

Artisan Partners Funds - Default List Criteria

This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.

Quick Definitions: Key Morningstar Terms

  • Category

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to analyze how fees will impact different securities in the long term.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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