| 44.08 Net Asset Value | -0.05% 1 Day | +17.42% Year-to-Date | Overall Morningstar Rating |
| Mid-cap growth Style or Category | No Load Sales Expenses | 1.33% Expense Ratio | Above Average Morningstar Risk Rating™ |
| 1 month | +10.14% | 3 years | +22.75% | |
| 3 months | +11.42% | 5 years | +9.87% | |
| 1 year | +29.58% | Since inception | +13.99% |
| ARTMX | Category | |
|---|---|---|
| Performance 5-yr return | +9.87% | +6.62% |
| Expense ratio | 1.33% | 1.38% |
| Risk 5 year sharpe ratio | 0.49 | 0.34 |
| Net assets | $7.5B | $1.1B |
| Average market cap | $8.6B | $6.8B |
| Average P/E | 24.6 | 22.6 |
| Portfolio turnover | 46% | 46% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Artisan |
| Fund manager & tenure | Andrew Stephens / 15 Years |
| Minimal initial investment | $1,000.00 |
| Minimum IRA investment | -- |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Hardware | 14.05% |
| Consumer goods | 13.44% |
| Consumer service | 11.37% |
| Industrial materials | 10.83% |
| Healthcare | 8.08% |
| REGN Regeneron Pharmaceuticals, Inc. | 4.03% |
| IHS IHS, Inc. Class A | 3.46% |
| DFS Discover Financial Services | 3.17% |
| ARMH ARM Holdings PLC ADR | 2.71% |
| CERN Cerner Corporation | 2.59% |
| VRSK Verisk Analytics, Inc. | 2.53% |
| TRMB Trimble Navigation Ltd. | 2.51% |
| IPGP IPG Photonics Corporation | 2.18% |
| LKQ LKQ Corporation | 2.18% |
| CRM Salesforce.com, Inc. | 2.17% |
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