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-2.14% 3 years+14.54%
3 months-1.71% 5 years--
1 year-2.49% Since inception+12.79%
Data through --

Peer Comparisonvs. Mid-cap value

Performance 5-yr return--+13.69%
Expense ratio0.95%1.25%
Risk 5 year sharpe ratio1.071.02
Net assets$8.7B$1.8B
Average market cap$9.4B$9.6B
Average P/E14.317.6
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. stock91.20%
International stock2.57%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
ADI Analog Devices Inc2.99%
Y Alleghany Corp2.93%
ARW Arrow Electronics Inc2.91%
AVT Avnet Inc2.78%
CI Cigna Corp2.64%
KR Kroger Co2.57%
ALL Allstate2.57%
BBBY Bed Bath & Beyond Inc2.25%
FLIR FLIR Systems Inc2.23%
JEC Jacobs Engineering Group Inc2.18%

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