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 Dow Down 0.72% Nasdaq Down 0.50%

Artisan Mid Cap Value Institutional (APHQX)

28.10 Down 0.20(0.71%) Jul 25
Prev Close:28.30
YTD Return*:4.74%
Net Assets*:12.05B
Yield*:0.56%

* As of 30-Jun-14

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

Headlines

  • No Headlines available for APHQX at this time.

Top Holdings

Symbol% AssetsYTD Return %
AVT2.862.52
CI2.855.92
ARW2.7813.57
KR2.6526.13
ADI2.578.50

Fund Basics

Morningstar Overall Rating:
Total Assets:12.05B
Category:Mid-Cap Value
Annual Report Expense Ratio (net):0.98%

Performance & Risk

YTD Return:4.74%
5y Avg Return:19.39%
Rank in Category (ytd):91
% Rank in Category (ytd):20.87%
Beta (3y):1.04
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. The fund will generally not initiate a position in a company unless it has a market capitalization between $2 billion and $15 billion. View More
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