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Artisan Mid Cap Value Institutional (APHQX)

17.30 Up 0.41(2.43%) Feb 12
Prev Close:16.89
YTD Return*:-5.24%
Net Assets*:4.89B
Yield*:0.80%

* As of 31-Jan-16

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

Headlines

  • No Headlines available for APHQX at this time.

Top Holdings

Symbol% AssetsYTD Return %
AVT3.30N/A
Y3.10N/A
ARW2.87N/A
ALL2.50N/A
ACGL2.49N/A

Fund Basics

Morningstar Overall Rating:
Total Assets:4.89B
Category:Mid-Cap Value
Annual Report Expense Ratio (net):0.96%

Performance & Risk

YTD Return:-5.24%
5y Avg Return:6.37%
Rank in Category (ytd):19
% Rank in Category (ytd):3.91%
Beta (3y):0.94
Morningstar Risk Rating:2

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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