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 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. The fund maintains a weighted average market capitalization of not more than 1.5 times the weighted average market capitalization of the companies included in the Russell Midcap ® Index.


1 month+0.12% 3 years+20.99%
3 months+2.80% 5 years+18.11%
1 year+8.70% Since inception+14.40%
Data through --

Peer Comparisonvs. Mid-cap growth

Performance 5-yr return+18.11%+14.82%
Expense ratio1.29%1.35%
Risk 5 year sharpe ratio1.121.02
Net assets$9.9B$1.3B
Average market cap$11.5B$9.1B
Average P/E30.124.3
Portfolio turnover55%55%

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Fund Management and Purchase Info

Fund familyArtisan
Fund manager & tenureJames Hamel / 8 Years
Minimal initial investment$1,000.00
Minimum IRA investment--


U.S. stock94.74%
International stock1.71%
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
REGN Regeneron Pharmaceuticals Inc5.02%
IHS IHS Inc Class A4.57%
AMAT Applied Materials Inc3.47%
ILMN Illumina Inc3.10%
DFS Discover Financial Services3.06%
AME Ametek Inc2.99%
LKQ LKQ Corp2.72%
CMG Chipotle Mexican Grill Inc Class A2.60%
-- Concur Technologies Inc2.41%
FBHS Fortune Brands Home & Security Inc2.37%

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