Artisan Mid Cap Fund Institutional Class (APHMX)

49.48
Net Asset Value
-0.84%
1 Day
+3.28%
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+3.53% 3 years+15.49%
3 months+3.57% 5 years+18.21%
1 year+3.85% Since inception+7.99%
Data through --

Peer Comparisonvs. Mid-cap growth

 APHMXCategory
Performance 5-yr return+18.21%+14.76%
Expense ratio0.95%1.33%
Risk 5 year sharpe ratio1.141.01
Net assets$9.5B$1.3B
Average market cap$12.6B$9.2B
Average P/E30.623.9
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. stock92.85%
Cash3.89%
International stock3.25%
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 Pharmaceuticals4.30%
IHS IHS Inc3.96%
AMAT Applied Materials Inc3.82%
ILMN Illumina Inc3.33%
AME Ametek Inc3.28%
DFS Discover Financial Services2.97%
LKQ LKQ Corp2.74%
WDAY Workday Inc2.67%
CMG Chipotle2.55%
FBHS Fortune Brands Home & Security Inc2.49%

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