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Artisan Mid Cap Investor (ARTMX)

31.48
+0.09
+(0.29%)
At close: 8:03:44 PM EDT
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  • Previous Close 31.39
  • YTD Return 1.47%
  • Expense Ratio 1.19%
  • Category Mid-Cap Growth
  • Last Cap Gain 35.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 4.01B
  • Beta (5Y Monthly) 1.08
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 44.94%
  • Last Dividend 0.08
  • Inception Date Apr 1, 2015

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 the index.

Artisan Partners Funds

Fund Family

Mid-Cap Growth

Fund Category

4.01B

Net Assets

2015-04-01

Inception Date

Performance Overview: ARTMX

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Trailing returns as of 3/31/2025. Category is Mid-Cap Growth.

YTD Return

ARTMX
1.47%
Category
10.80%
 

1-Year Return

ARTMX
5.43%
Category
48.17%
 

3-Year Return

ARTMX
1.76%
Category
21.26%
 

5-Year Return

ARTMX
9.56%
Category
20.18%
 

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Holdings: ARTMX

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Sector Weightings

SectorARTMX
Technology   35.63%
Healthcare   22.34%
Industrials   13.59%
Real Estate   1.43%
Utilities   0.00%
Energy   0.00%

Recent News: ARTMX

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Research Reports: ARTMX

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