Artisan Mid Cap Value Fund Institutional Class (APHQX)

Net Asset Value
1 Day
Overall Morningstar Rating
Mid-cap value
Style or Category
No Load
Sales Expenses
Expense Ratio
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 that Index.


1 month-1.70% 3 years+12.44%
3 months+0.24% 5 years--
1 year+2.95% Since inception+14.04%
Data through --

Peer Comparisonvs. Mid-cap value

Performance 5-yr return--+15.05%
Expense ratio0.95%1.27%
Risk 5 year sharpe ratio1.060.99
Net assets$9.8B$1.9B
Average market cap$9.5B$9.6B
Average P/E15.518.2
Portfolio turnover26%26%

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Fund Management and Purchase Info

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


U.S. stock90.56%
International stock3.02%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
CI Cigna Corp3.36%
ALL Allstate3.07%
ADI Analog Devices Inc3.05%
Y Alleghany Corp2.88%
EIX Edison International2.86%
ARW Arrow Electronics Inc2.84%
AVT Avnet Inc2.77%
KR Kroger Co2.53%
FLIR FLIR Systems Inc2.38%
BBBY Bed Bath & Beyond Inc2.31%

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