• FirefoxTry Yahoo Finance on Firefox »
  •  Dow Up 0.83% Nasdaq Up 0.73%

    Artisan Mid Cap Value Investor (ARTQX)

    25.31 Up 0.05(0.20%) Jun 2
    Prev Close:25.31
    YTD Return*:2.68%
    Net Assets*:9.01B
    Yield*:0.61%

    * As of 30-Apr-15

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

    Top Holdings

    Symbol% AssetsYTD Return %
    ADI2.9914.64
    Y2.933.87
    ARW2.916.20
    AVT2.783.11
    CI2.6423.19

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:9.01B
    Category:Mid-Cap Value
    Annual Report Expense Ratio (net):1.19%

    Performance & Risk

    YTD Return:2.68%
    5y Avg Return:12.57%
    Rank in Category (ytd):40
    % Rank in Category (ytd):7.84%
    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. View More
    Your browser doesn't support canvas
    SETTINGS
    Scrolling
    Speed
    Display
    Price
    Submit Feedback