Artisan Mid Cap Fund Investor Class (ARTMX)

Net Asset Value
1 Day
Overall Morningstar Rating
Mid-cap growth
Style or Category
No Load
Sales Expenses
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.


1 month+2.65% 3 years+8.14%
3 months+8.15% 5 years+11.88%
1 year+19.97% Since inception+13.33%
Data through --

Peer Comparisonvs. Mid-cap growth

Performance 5-yr return+11.88%+13.73%
Expense ratio1.18%1.21%
Risk 5 year sharpe ratio0.921.06
Net assets$6.9B$1.6B
Average market cap$15.5B$12.0B
Average P/E31.526.3
Portfolio turnover43%43%

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Fund Management and Purchase Info

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


U.S. stock94.50%
International stock3.91%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Hardware 14.05%
Consumer goods 13.44%
Consumer service 11.37%
Industrial materials 10.83%
Healthcare 8.08%
Top 10 Holdings
Portfolio weighting
LKQ LKQ Corp4.78%
GPN Global Payments Inc4.56%
INFO IHS Markit Ltd3.66%
PGR Progressive Corp3.51%
SPGI S&P Global Inc3.42%
CI Cigna Corp2.93%
BSX Boston Scientific Corp2.64%
CXO Concho Resources Inc2.48%
BDX Becton Dickinson and Co2.25%
TEAM Atlassian Corp PLC2.22%