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    Artisan Mid Cap Value Institutional (APHQX)

    20.64 Up 0.05(0.24%) May 27
    Prev Close:20.59
    YTD Return*:9.56%
    Net Assets*:4.85B
    Yield*:0.71%

    * As of 30-Apr-16

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

    Headlines

    • No Headlines available for APHQX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    ARW3.09N/A
    AVT3.08N/A
    AL2.98N/A
    Y2.91N/A
    MOS2.69N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:4.85B
    Category:Mid-Cap Value
    Annual Report Expense Ratio (net):0.96%

    Performance & Risk

    YTD Return:9.56%
    5y Avg Return:7.52%
    Rank in Category (ytd):4
    % Rank in Category (ytd):0.83%
    Beta (3y):0.96
    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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