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    Artisan Mid Cap Value Institutional (APHQX)

    24.77 Up 0.20(0.81%) Dec 19
    Prev Close:24.57
    YTD Return*:2.05%
    Net Assets*:10.51B
    Yield*:0.60%

    * As of 30-Nov-14

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

    Headlines

    • No Headlines available for APHQX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    KR3.2252.21
    CI3.1518.22
    ADI2.6510.58
    ARW2.657.34
    ALL2.6226.93

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:10.51B
    Category:Mid-Cap Value
    Annual Report Expense Ratio (net):0.95%

    Performance & Risk

    YTD Return:2.05%
    5y Avg Return:14.59%
    Rank in Category (ytd):95
    % Rank in Category (ytd):20.97%
    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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