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    Artisan Mid Cap Investor (ARTMX)

    38.66 Up 0.37(0.97%) May 2

    Profile as of Mar 30, 2016Get Profile for:
    Artisan Mid Cap Investor
    Artisan Funds Inc875 East Wisconsin Avenue Street 800Milwaukee, WI 53202
    Phone: 800-344-1770
    Fund Overview 
    Category:Mid-Cap Growth
    Fund Family:Artisan
    Net Assets:8.16B
    Year-to-Date Return:-5.58%
    Morningstar Rating:4 stars
    Fund Inception Date:Jun 27, 1997
    Morningstar Style Box 
    Mid-Cap Growth
    [View Category Definition]
    View Top Mid-Cap Growth Funds
    About the Morningstar Style Box
    Management Information 
    Matthew H. Kamm
    Lead Manager since Jan 13, 2010
    Matthew H. Kamm, CFA, is a managing director of Artisan Partners and a portfolio manager on the Growth team. In this role, he is the lead portfolio manager for the Artisan U.S. Mid-Cap Growth strategy and a portfolio manager for the Artisan Global Opportunities and U.S. Small-Cap Growth strategies. Prior to joining Artisan Partners in May 2003, Mr. Kamm was an associate equity research analyst at Banc of America Securities. Earlier in his career, he was a senior operations analyst for NYU Medical Center. Mr. Kamm holds a bachelor’s degree in Public Policy from Duke University and a Master of Business Administration, with a specialty in Finance and Operations Management, from New York University.
    Investment Information 
    Min Initial Investment:1,000
    Min Initial Investment, IRA:1,000
    Min Initial Investment, AIP:0
    Min Subsequent Investment:N/A
    Min Subsequent Investment, IRA:N/A
    Min Subsequent Investment, AIP:50
    ARTMX can be purchased from 110 brokerages.

    Fund Summary 
    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.

    Fund Operations 
    Last Dividend : 0.00
    Last Cap Gain (Nov 18, 2015) : 0.00
    Annual Holdings Turnover (Apr 27, 2016) : 51.39%
    Average for Category:55.29%
    Fees & Expenses 
    ExpenseARTMXCategory Avg
    Annual Report Expense Ratio (net):1.19%1.28%
    Prospectus Net Expense Ratio:1.19%N/A
    Prospectus Gross Expense Ratio:1.19%N/A
    Max 12b1 Fee:N/AN/A
    Max Front End Sales Load:N/A5.35%
    Max Deferred Sales Load: N/A2.05%
    3 Yr Expense Projection*:378512
    5 Yr Expense Projection*:654825
    10 Yr Expense Projection*:1,4431,704
    * Per $10,000 invested