Dow Up 0.76% Nasdaq Up 0.69%

Artisan Mid Cap Value Institutional (APHQX)

26.63 Up 0.15(0.57%) Oct 24
Prev Close:26.48
YTD Return*:0.19%
Net Assets*:11.01B
Yield*:0.59%

* As of 30-Sep-14

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

Headlines

  • No Headlines available for APHQX at this time.

Top Holdings

Symbol% AssetsYTD Return %
KR3.2231.79
CI3.152.29
ADI2.65-3.08
ARW2.650.13
ALL2.6213.04

Fund Basics

Morningstar Overall Rating:
Total Assets:11.01B
Category:Mid-Cap Value
Annual Report Expense Ratio (net):0.98%

Performance & Risk

YTD Return:0.19%
5y Avg Return:14.69%
Rank in Category (ytd):91
% Rank in Category (ytd):20.54%
Beta (3y):1.10
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
Your browser doesn't support canvas
SETTINGS
Scrolling
Speed
Display
Price
Submit Feedback