Artisan Mid Cap Fund Institutional Class (APHMX)

50.59
Net Asset Value
+0.62%
1 Day
+5.59%
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+0.04% 3 years+17.98%
3 months+1.68% 5 years+19.29%
1 year+8.90% Since inception+8.27%
Data through --

Peer Comparisonvs. Mid-cap growth

 APHMXCategory
Performance 5-yr return+19.29%+14.47%
Expense ratio0.95%1.32%
Risk 5 year sharpe ratio1.141.03
Net assets$9.6B$1.4B
Average market cap$13.2B$9.7B
Average P/E30.525.7
Portfolio turnover55%55%

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Fund Management and Purchase Info

Fund familyArtisan
Fund manager & tenureJames Hamel / 13 Years
Minimal initial investment$1,000,000.00
Minimum IRA investment--

Holdings

U.S. stock91.45%
International stock5.25%
Cash3.30%
Fixed income0.00%
Other0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
REGN Regeneron Pharmaceuticals4.21%
IHS IHS Inc3.78%
AME Ametek Inc3.36%
AMAT Applied Materials Inc3.30%
ILMN Illumina Inc3.20%
LKQ LKQ Corp3.02%
WDAY Workday Inc2.95%
EA Electronic Arts Inc2.55%
FBHS Fortune Brands Home & Security Inc2.50%
CI Cigna Corp2.48%

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