Artisan Mid Cap Fund Investor Class (ARTMX)

47.72
Net Asset Value
-0.93%
1 Day
+0.21%
Year-to-Date
Overall Morningstar Rating
Mid-cap growth
Style or Category
No Load
Sales Expenses
1.29%
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.

Performance

1 month-1.59% 3 years+13.21%
3 months+5.18% 5 years+19.38%
1 year+14.17% Since inception+14.53%
Data through --

Peer Comparisonvs. Mid-cap growth

 ARTMXCategory
Performance 5-yr return+19.38%+18.98%
Expense ratio1.29%1.34%
Risk 5 year sharpe ratio1.231.16
Net assets$9.9B$1.3B
Average market cap$11.7B$8.6B
Average P/E30.926.0
Portfolio turnover----

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Fund Management and Purchase Info

Fund familyArtisan
Fund manager & tenureAndrew Stephens / 17 Years
Minimal initial investment$1,000.00
Minimum IRA investment--

Holdings

U.S. stock90.37%
International stock5.58%
Cash4.05%
Fixed income0.00%
Other0.00%
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
IHS IHS Inc Class A4.85%
REGN Regeneron Pharmaceuticals Inc4.30%
AMAT Applied Materials Inc3.55%
ILMN Illumina Inc3.31%
DFS Discover Financial Services3.08%
BWA BorgWarner Inc2.89%
AME Ametek Inc2.72%
CI Cigna Corp2.64%
LKQ LKQ Corp2.57%
CMG Chipotle Mexican Grill Inc Class A2.52%

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