Artisan Mid Cap Fund Investor Class (ARTMX)

41.35
Net Asset Value
-0.34%
1 Day
+8.50%
Year-to-Date
Overall Morningstar Rating
Mid-cap growth
Style or Category
No Load
Sales Expenses
1.18%
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.

Performance

1 month+4.63% 3 years+7.67%
3 months+2.61% 5 years+10.88%
1 year+14.65% Since inception+13.17%
Data through --

Peer Comparisonvs. Mid-cap growth

 ARTMXCategory
Performance 5-yr return+10.88%+11.94%
Expense ratio1.18%1.21%
Risk 5 year sharpe ratio0.820.98
Net assets$6.2B$1.6B
Average market cap$15.0B$11.9B
Average P/E31.926.0
Portfolio turnover43%43%

There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.

Fund Management and Purchase Info

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

Holdings

U.S. stock92.60%
International stock6.16%
Cash1.24%
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
GPN Global Payments Inc4.89%
LKQ LKQ Corp4.30%
INFO IHS Markit Ltd3.74%
PGR Progressive Corp3.63%
TEAM Atlassian Corp PLC3.07%
BSX Boston Scientific Corp2.79%
VEEV Veeva Systems Inc2.54%
SPGI S&P Global Inc2.50%
DATA Tableau Software Inc2.41%
AMTD TD Ameritrade2.41%