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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-1.16% 3 years+4.86%
3 months+12.85% 5 years--
1 year-5.47% Since inception+8.97%
Data through --

Peer Comparisonvs. Mid-cap value

Performance 5-yr return--+8.06%
Expense ratio0.96%1.22%
Risk 5 year sharpe ratio0.600.60
Net assets$4.8B$1.6B
Average market cap$8.3B$9.2B
Average P/E16.616.5
Portfolio turnover31%31%

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Fund Management and Purchase Info

Fund familyArtisan
Fund manager & tenureScott Satterwhite / 14 Years
Minimal initial investment$1,000,000.00
Minimum IRA investment--


U.S. stock86.75%
International stock3.07%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
ARW Arrow Electronics Inc3.09%
AVT Avnet Inc3.08%
AL Air Lease Corp2.98%
Y Alleghany Corp2.91%
APA Apache Corp2.69%
MOS Mosaic Co2.69%
DVN Devon Energy Corp2.68%
HES Hess2.50%
OMC Omnicom Group Inc2.32%
JEC Jacobs Engineering Group Inc2.22%

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