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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

The Morningstar Rating for Funds (commonly called the ‘star rating’) is a fund’s rating based on its risk-adjusted returns compared with its category peers. Here we highlight the funds with a 5-star overall rating.

Share Class Type

1 to 7 of 7 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 Stock4.17%111.410%Above AverageNo Load$1,000
Artisan High Income AdvisorAPDFXHigh Yield Bond—0.70%480.800%HighInstitutional$250,000
Artisan High Income InstitutionalAPHFXHigh Yield Bond—0.73%460.710%Above AverageInstitutional$1.0 Mil
Artisan High Income InvestorARTFXHigh Yield Bond—0.47%460.960%Above AverageNo Load$1,000
Artisan International Value AdvisorAPDKXForeign Large Blend2.86%551.120%HighInstitutional$250,000
Artisan International Value InstlAPHKXForeign Large Blend2.92%321.030%HighInstitutional$1.0 Mil
Artisan International Value InvestorARTKXForeign Large Blend2.71%481.260%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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