Artisan Mid Cap Fund Institutional Class (APHMX)

46.41
Net Asset Value
+0.02%
1 Day
+11.86%
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+2.54% 3 years+8.45%
3 months+3.62% 5 years+11.73%
1 year+17.00% Since inception+8.25%
Data through --

Peer Comparisonvs. Mid-cap growth

 APHMXCategory
Performance 5-yr return+11.73%+11.94%
Expense ratio0.95%1.20%
Risk 5 year sharpe ratio0.850.99
Net assets$6.3B$1.6B
Average market cap$15.0B$12.1B
Average P/E31.925.4
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%