Artisan Mid Cap Value
875 East Wisconsin Ave Ste 800 Milwaukee WI 53202
Map
Phone: 800-344-1770
| Category: | Mid-Cap Value | | Fund Family: | Artisan | | Net Assets: | 4.34B | | Year-to-Date Return: | 30.02% | | Yield: | 0.14% | | Morningstar Rating: |  | | Fund Inception Date: | 28-Mar-01 |
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James C. Kieffer
Lead Manager since
19-Nov-01 | | | Kieffer serve as portfolio managers of the portion of the Small Cap Fund's assets allocated to Artisan and are responsible for researching investment opportunities and the securities selection process. He is Managing Directors of Artisan Partners and have co-managed Artisan Partners? Mid-Cap Value Strategy for over 5 years. He joined Artisan Partners in 1997. Kieffer holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $50 | | Min Subsequent Investment: | $50 | | Min Subsequent Investment, IRA: | $50 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks maximum long-term capital growth. The fund invests primarily in U.S. companies and, under normal market conditions, the fund invests no less than 80% of net assets in the common stocks of medium-sized companies with a market capitalization greater than $1.5 billion and less than three times the weighted average market capitalization of companies in the Russell Mid-cap index. The maximum investment in any single industry is 25% of net assets and no more than 5% may be invested in securities of a single issuer. |
| Last Dividend
(17-Dec-08):
| 0.02 | | Last Cap Gain
(17-Dec-08):
| 0.12 | | Annual Holdings Turnover
| 70.00% | | Average for Category:
| 79.70% |
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| Expense | ARTQX | Category
Avg | | Total Expense Ratio: | 1.21%
| 1.36% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | %
| 5.43% | | Max Deferred Sales Load: | %
| 2.51% | | 3 Yr Expense Projection*: |
$ 384 | $659 | | 5 Yr Expense Projection*: |
$ 665 | $1,033 | | 10 Yr Expense Projection*: |
$ 1,466 | $2,039 |
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2.03% Nasdaq 
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