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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 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.


1 month+1.05% 3 years+7.59%
3 months+2.12% 5 years+12.32%
1 year+16.55% Since inception+13.24%
Data through --

Peer Comparisonvs. Mid-cap growth

Performance 5-yr return+12.32%+12.62%
Expense ratio1.19%1.22%
Risk 5 year sharpe ratio0.981.18
Net assets$6.8B$1.5B
Average market cap$16.0B$12.1B
Average P/E31.829.4
Portfolio turnover43%43%

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Fund Management and Purchase Info

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


U.S. stock92.41%
International stock4.39%
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
INFO IHS Markit Ltd4.41%
GPN Global Payments Inc4.39%
LKQ LKQ Corp4.29%
BSX Boston Scientific Corp3.68%
SPGI S&P Global Inc3.20%
CI Cigna Corp2.98%
REGN Regeneron Pharmaceuticals2.35%
PGR Progressive Corp2.33%
APTV Aptiv PLC2.26%
-- 2.22%