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    Artisan Mid Cap Value Institutional (APHQX)

    25.42 Up 0.07(0.28%) Mar 2
    Prev Close:25.42
    YTD Return*:-2.35%
    Net Assets*:9.55B
    Yield*:0.91%

    * As of 31-Jan-15

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

    Headlines

    • No Headlines available for APHQX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    CI3.364.83
    ALL3.070.94
    ADI3.05-5.81
    Y2.88-2.79
    EIX2.864.29

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:9.55B
    Category:Mid-Cap Value
    Annual Report Expense Ratio (net):0.95%

    Performance & Risk

    YTD Return:-2.35%
    5y Avg Return:13.85%
    Rank in Category (ytd):36
    % Rank in Category (ytd):7.03%
    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 MidcapĀ® Index and less than three times the weighted average market capitalization of companies in that Index. View More
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