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 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. The fund maintains a weighted average market capitalization of not more than 1.5 times the weighted average market capitalization of the companies included in the Russell Midcap  Index.


1 month-2.58% 3 years+17.36%
3 months+0.44% 5 years+17.24%
1 year+4.08% Since inception+7.89%
Data through --

Peer Comparisonvs. Mid-cap growth

Performance 5-yr return+17.24%+14.82%
Expense ratio1.03%1.34%
Risk 5 year sharpe ratio1.040.94
Net assets$9.5B$1.3B
Average market cap$11.5B$8.6B
Average P/E30.123.7
Portfolio turnover----

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Fund Management and Purchase Info

Fund familyArtisan
Fund manager & tenureJames Hamel / 8 Years
Minimal initial investment$1,000,000.00
Minimum IRA investment--


U.S. stock94.74%
International stock1.71%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
REGN Regeneron Pharmaceuticals Inc5.02%
IHS IHS Inc Class A4.57%
AMAT Applied Materials Inc3.47%
ILMN Illumina Inc3.10%
DFS Discover Financial Services3.06%
AME Ametek Inc2.99%
LKQ LKQ Corp2.72%
CMG Chipotle Mexican Grill Inc Class A2.60%
CNQR Concur Technologies Inc2.41%
FBHS Fortune Brands Home & Security Inc2.37%

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