Artisan Mid Cap Fund Institutional Class (APHMX)

43.22
Net Asset Value
-0.51%
1 Day
+4.17%
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-2.35% 3 years+6.83%
3 months+4.75% 5 years+12.16%
1 year+16.71% Since inception+8.33%
Data through --

Peer Comparisonvs. Mid-cap growth

 APHMXCategory
Performance 5-yr return+12.16%+13.73%
Expense ratio0.95%1.21%
Risk 5 year sharpe ratio0.971.15
Net assets$6.9B$1.6B
Average market cap$15.5B$12.9B
Average P/E31.528.7
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. stock94.50%
International stock3.91%
Cash1.59%
Fixed income0.00%
Other0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
LKQ LKQ Corp4.78%
GPN Global Payments Inc4.56%
INFO IHS Markit Ltd3.66%
PGR Progressive Corp3.51%
SPGI S&P Global Inc3.42%
CI Cigna Corp2.93%
BSX Boston Scientific Corp2.64%
CXO Concho Resources Inc2.48%
BDX Becton Dickinson and Co2.25%
TEAM Atlassian Corp PLC2.22%