Each shareholder of an Artisan Fund is entitled to his or her share of the Fund's net income and any gains realized on the Fund's investments. Each Fund intends to distribute substantially all of its net income and net realized capital gains to investors at least annually.
As you should with any investment, consider how the return on your investment in a Fund will be taxed. If your investment is a tax-deferred account like an IRA, for example, the following tax discussion does not apply.
When you sign your account application, you must certify that your Social Security or taxpayer identification number is correct, that you are a U.S. person and that you are not subject to backup withholding for failing to report income to the IRS. If you fail to comply with this procedure, the IRS can require the Fund to withhold a percentage of your taxable distributions and redemptions.
For further information on tax considerations generally applicable to investment in an Artisan Fund, please see the Taxes section of the Fund's prospectus.
As part of the Emergency Economic Stabilization Act of 2008, mutual fund companies will be required to report cost basis information to shareholders and to the Internal Revenue Service (IRS) on mutual fund shares acquired after January 1, 2012. For more information on the regulation and cost basis accounting methods please click here, or call 800.344.1770.
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