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    Artisan Mid Cap Value Institutional (APHQX)

    24.22 Up 0.14(0.58%) Jan 29
    Prev Close:24.08
    YTD Return*:1.76%
    Net Assets*:10.15B
    Yield*:0.89%

    * As of 31-Dec-14

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

    Headlines

    • No Headlines available for APHQX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    CI3.36-0.08
    ALL3.07-0.19
    ADI3.050.04
    Y2.88-0.30
    EIX2.860.05

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:10.15B
    Category:Mid-Cap Value
    Annual Report Expense Ratio (net):0.95%

    Performance & Risk

    YTD Return:1.76%
    5y Avg Return:13.48%
    Rank in Category (ytd):96
    % Rank in Category (ytd):20.87%
    Beta (3y):1.06
    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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