Artisan Mid Cap Fund Institutional Class (APHMX)

43.95
Net Asset Value
-1.06%
1 Day
+5.93%
Year-to-Date
Overall Morningstar Rating
Mid-cap growth
Style or Category
No Load
Sales Expenses
0.95%
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.

Performance

1 month-1.57% 3 years+7.26%
3 months-0.23% 5 years+12.22%
1 year+18.57% Since inception+8.10%
Data through --

Peer Comparisonvs. Mid-cap growth

 APHMXCategory
Performance 5-yr return+12.22%+11.94%
Expense ratio0.95%1.21%
Risk 5 year sharpe ratio0.881.00
Net assets$6.4B$1.6B
Average market cap$15.0B$11.9B
Average P/E31.924.9
Portfolio turnover43%43%

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Fund Management and Purchase Info

Fund familyArtisan
Fund manager & tenureJames Hamel / 16 Years
Minimal initial investment$1,000,000.00
Minimum IRA investment--

Holdings

U.S. stock92.60%
International stock6.16%
Cash1.24%
Fixed income0.00%
Other0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
GPN Global Payments Inc4.89%
LKQ LKQ Corp4.30%
INFO IHS Markit Ltd3.74%
PGR Progressive Corp3.63%
TEAM Atlassian Corp PLC3.07%
BSX Boston Scientific Corp2.79%
VEEV Veeva Systems Inc2.54%
SPGI S&P Global Inc2.50%
DATA Tableau Software Inc2.41%
AMTD TD Ameritrade2.41%