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Artisan Mid Cap Value Investor (ARTQX)
As of 8:06 AM EDT. Market Open.
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15.57 - YTD Return 5.61%
- Expense Ratio 1.22%
- Category Mid-Cap Value
- Last Cap Gain 47.00
- Morningstar Rating
- Morningstar Risk Rating Above Average
- Sustainability Rating
- Net Assets 1.2B
- Beta (5Y Monthly) 0.93
- Yield 0.60%
- 5y Average Return --
- Holdings Turnover 27.81%
- Last Dividend 0.11
- Inception Date Mar 28, 2001
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. The advisor 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.
Artisan Partners Funds
Fund Family
Mid-Cap Value
Fund Category
1.2B
Net Assets
2001-03-28
Inception Date
Performance Overview: ARTQX
Trailing returns as of 4/25/2024. Category is Mid-Cap Value.
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Holdings: ARTQX
Top 10 Holdings (30.69% of Total Assets)
SymbolCompany% Assets
Sector Weightings
SectorARTQX
Financial Services 20.74%
Consumer Cyclical 13.21%
Healthcare 11.84%
Industrials 11.45%
Communication Services 11.16%
Technology 10.88%
Consumer Defensive 7.44%
Real Estate 6.95%
Utilities 3.88%
Energy 2.45%
Basic Materials 0.00%
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