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Artisan Mid Cap Fund Institutional Class (APHMX)

Net Asset Value
1 Day
Overall Morningstar Rating
Mid-cap growth
Style or Category
No Load
Sales Expenses
Expense Ratio
Above Average
Morningstar Risk Rating™
Investment Objective The investment seeks maximum long-term capital growth. The fund normally invests no less than 80% of its net assets plus any borrowings for investment purposes at market value at the time of purchase in the common stocks of medium-sized companies. It defines a medium-sized company as one with a market capitalization greater than the market capitalization of the smallest company in the Russell Midcap  Index and less than three times the weighted average market capitalization of companies in the index.


1 month-0.77% 3 years+13.40%
3 months-5.94% 5 years+14.26%
1 year+4.86% Since inception+7.60%
Data through --

Peer Comparisonvs. Mid-cap growth

Performance 5-yr return+14.26%+11.71%
Expense ratio0.95%1.29%
Risk 5 year sharpe ratio0.950.85
Net assets$9.3B$1.2B
Average market cap$13.4B$9.3B
Average P/E31.324.2
Portfolio turnover55%55%

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Fund Management and Purchase Info

Fund familyArtisan
Fund manager & tenureJames Hamel / 14 Years
Minimal initial investment$1,000,000.00
Minimum IRA investment--


U.S. stock93.02%
International stock3.13%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
REGN Regeneron Pharmaceuticals4.67%
IHS IHS Inc4.19%
LKQ LKQ Corp3.75%
ILMN Illumina Inc3.69%
AME Ametek Inc3.43%
EA Electronic Arts Inc2.83%
CI Cigna Corp2.82%
MHFI McGraw Hill Financial Inc2.45%
FBHS Fortune Brands Home & Security Inc2.36%
SIG Signet Jewelers Ltd2.25%

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