Artisan Mid Cap Value Investor (ARTQX)
24.62 
0.27(1.08%) May 22
| Prev Close: | 24.62 |
|---|
| YTD Return*: | 10.39% |
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| Net Assets*: | 8.01B |
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| Yield*: | 0.52% |
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* As of 28-Feb-13
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Quotes delayed, except where indicated otherwise. Currency in USD.
Top Holdings
| Symbol | % Assets | YTD Return % |
|---|
| ADI | 2.70 | 8.35 |
| Y | 2.66 | 12.40 |
| AVT | 2.65 | 12.71 |
| KR | 2.62 | 14.07 |
| CI | 2.56 | 8.98 |
Fund Basics
| Morningstar Overall Rating: | |
| Total Assets: | 8.01B |
| Category: | Mid-Cap Value |
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| Annual Report Expense Ratio (net): | 1.20% |
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Performance & Risk
| YTD Return: | 10.39% |
| 5y Avg Return: | 9.16% |
| Rank in Category (ytd): | 9 |
| % Rank in Category (ytd): | 2.05% |
| 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. The fund will generally not initiate a position in a company unless it has a market capitalization between $2 billion and $15 billion.
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