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-0.83% 3 years+16.72%
3 months+4.29% 5 years+18.52%
1 year+8.17% Since inception+14.29%
Data through --

Peer Comparisonvs. Mid-cap growth

Performance 5-yr return+18.52%+14.76%
Expense ratio1.29%1.35%
Risk 5 year sharpe ratio1.040.95
Net assets$9.8B$1.3B
Average market cap$12.6B$9.3B
Average P/E30.624.4
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. stock92.85%
International stock3.25%
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 Inc4.30%
IHS IHS Inc Class A3.96%
AMAT Applied Materials Inc3.82%
ILMN Illumina Inc3.33%
AME Ametek Inc3.28%
DFS Discover Financial Services2.97%
LKQ LKQ Corp2.74%
WDAY Workday Inc Class A2.67%
CMG Chipotle Mexican Grill Inc Class A2.55%
FBHS Fortune Brands Home & Security Inc2.49%

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