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Artisan Mid Cap Investor (ARTMX)


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Artisan Mid Cap Investor

Artisan Funds Inc875 East Wisconsin Avenue Street 800Milwaukee, WI 53202
800-344-1770
Management Information
Matthew H. Kamm,Lead Manager since January 12, 2010
Matthew H. Kamm, CFA, is a managing director of Artisan Partners and a portfolio manager on the Growth team. In this role, he is the lead portfolio manager for the Artisan U.S. Mid-Cap Growth Strategy and a portfolio manager for the Artisan Global Opportunities and U.S. Small-Cap Growth Strategies. Prior to joining Artisan Partners in May 2003, Mr. Kamm was an associate equity research analyst at Banc of America Securities. Earlier in his career, he was a senior operations analyst for NYU Medical Center. Mr. Kamm holds a bachelor’s degree in public policy from Duke University and a master’s degree in business administration, with a specialty in finance and operations management, from New York University.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryMid-Cap Growth
Fund FamilyArtisan
Net Assets7.3B
YTD Return15.23%
Yield0.00%
Morningstar Rating★★★★
Inception DateJun 26, 1997

Fund Operations

Last Dividend0.00
Last Cap Gain0.00
Holdings Turnover40.35%
Average for CategoryN/A

Fees & Expenses

ExpenseARTMXCategory Average
Annual Report Expense Ratio (net)1.18%1.24%
Prospectus Net Expense Ratio1.19%N/A
Prospectus Gross Expense Ratio1.19%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.34%
Max Deferred Sales LoadN/A1.70%
3 Yr Expense Projection378N/A
5 Yr Expense Projection654N/A
10 Yr Expense Projection1,443N/A