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+0.13% 3 years+7.24%
3 months+1.88% 5 years+8.52%
1 year+8.40% Since inception+9.97%
Data through --

Peer Comparisonvs. Mid-cap value

Performance 5-yr return+8.52%+13.25%
Expense ratio0.97%1.13%
Risk 5 year sharpe ratio0.790.98
Net assets$4.0B$1.8B
Average market cap$10.8B$10.7B
Average P/E17.315.5
Portfolio turnover24%24%

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Fund Management and Purchase Info

Fund familyArtisan
Fund manager & tenureJames Kieffer / 16 Years
Minimal initial investment$1,000,000.00
Minimum IRA investment--


U.S. stock90.40%
International stock2.77%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
AL Air Lease Corp4.56%
CE Celanese Corp3.42%
DVN Devon Energy Corp3.39%
AN AutoNation Inc3.17%
Y Alleghany Corp2.92%
TMK Torchmark Corp2.81%
HES Hess2.75%
FITB Fifth Third Bancorp2.70%
QRTEA Liberty Interactive Corp2.55%
IAC IAC/InterActiveCorp2.45%