Info You'll Receive
As an Artisan Funds investor, you will receive the following information. Some of the items below are available through E-Delivery:
After performing transactions in your account or changing your account registration, you receive a statement with details on the transaction or registration change. The statement also provides your account's current share and dollar balance.
Quarterly Account Statements
At the end of every calendar quarter, you receive a statement showing all transactions that have taken place in the account from the beginning of the year through the end of the quarter. The statement also provides your account's current share and dollar balance.
Year-End Account Statements
At the end of every calendar year, you receive a statement showing all transactions that have taken place during the year. For tax purposes, you should keep your annual statements for at least six full calendar years after a redemption that closes the account.
Year-End Tax Statements
If applicable to your account, you will receive the appropriate tax forms, including Form 1099, within four to six weeks after the end of each calendar year.
We suggest you keep each quarterly and year-end account statement with your other important financial papers. You may need them for tax purposes. If you need copies of these statements, call 800.344.1770. Copies of the current year and prior year's statements are free. Statements for years earlier than the prior year are available for a minimal processing fee.
Each Fund provides an update on its performance for the quarter, including profiles of securities in the Fund's portfolio and comments on the upcoming quarter.
Annual and Semiannual Reports
These reports contain a discussion and analysis of the reporting period by the portfolio managers, a list of the securities in each fund's portfolio and financial statements for the funds.
Updated at least once a year, our combined prospectus is a great reference tool. It presents essential information about the Artisan Funds, including investment strategies, management fees and services available to you as an investor. Please note, that if a new fund is offered it may have its own prospectus until it is added to the combined prospectus.
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