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Artisan Mid Cap Value Institutional (APHQX)

25.06 Up 0.01(0.04%) Nov 25
Prev Close:25.05
YTD Return*:0.85%
Net Assets*:10.78B
Yield*:0.58%

* As of 31-Oct-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for APHQX at this time.

Top Holdings

Symbol% AssetsYTD Return %
KR3.2244.03
CI3.1514.05
ADI2.65-0.20
ARW2.654.52
ALL2.6220.21

Fund Basics

Morningstar Overall Rating:
Total Assets:10.78B
Category:Mid-Cap Value
Annual Report Expense Ratio (net):0.98%

Performance & Risk

YTD Return:0.85%
5y Avg Return:15.44%
Rank in Category (ytd):96
% Rank in Category (ytd):21.57%
Beta (3y):1.07
Morningstar Risk Rating:3

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 that Index. View More
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