Dow Up 0.11% Nasdaq Up 0.50%

Artisan Mid Cap Value Institutional (APHQX)

28.41 Up 0.10(0.35%) Aug 29
Prev Close:28.31
YTD Return*:1.56%
Net Assets*:11.56B
Yield*:0.58%

* As of 31-Jul-14

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

Headlines

  • No Headlines available for APHQX at this time.

Top Holdings

Symbol% AssetsYTD Return %
CI3.083.80
KR2.9525.42
ARW2.786.64
AVT2.68-2.74
ADI2.58-0.35

Fund Basics

Morningstar Overall Rating:
Total Assets:11.56B
Category:Mid-Cap Value
Annual Report Expense Ratio (net):0.98%

Performance & Risk

YTD Return:1.56%
5y Avg Return:16.88%
Rank in Category (ytd):88
% Rank in Category (ytd):20.18%
Beta (3y):1.05
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
Your browser doesn't support canvas
SETTINGS
Scrolling
Speed
Display
Price
Submit Feedback