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    Artisan Mid Cap Value Institutional (APHQX)

    24.76 Up 0.01(0.04%) Jul 2
    Prev Close:24.76
    YTD Return*:2.56%
    Net Assets*:8.73B
    Yield*:0.87%

    * As of 31-May-15

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

    Headlines

    • No Headlines available for APHQX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    ADI2.99N/A
    Y2.93N/A
    ARW2.91N/A
    AVT2.78N/A
    CI2.64N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:8.73B
    Category:Mid-Cap Value
    Annual Report Expense Ratio (net):0.95%

    Performance & Risk

    YTD Return:2.56%
    5y Avg Return:14.08%
    Rank in Category (ytd):70
    % Rank in Category (ytd):13.59%
    Beta (3y):1.03
    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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