Nasdaq - Delayed Quote USD

Artisan Mid Cap Value Investor (ARTQX)

15.24
+0.09
+(0.59%)
At close: 8:04:12 PM EDT
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  • Previous Close 15.15
  • YTD Return -5.39%
  • Expense Ratio 1.17%
  • Category Mid-Cap Value
  • Last Cap Gain 36.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 996.58M
  • Beta (5Y Monthly) 1.06
  • Yield 0.51%
  • 5y Average Return --
  • Holdings Turnover 23.41%
  • Last Dividend 0.08
  • Inception Date Feb 1, 2012

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

996.58M

Net Assets

2012-02-01

Inception Date

Performance Overview: ARTQX

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Trailing returns as of 5/15/2025. Category is Mid-Cap Value.

YTD Return

ARTQX
5.39%
Category
21.28%
 

1-Year Return

ARTQX
0.28%
Category
55.83%
 

3-Year Return

ARTQX
3.00%
Category
11.08%
 

5-Year Return

ARTQX
12.75%
Category
11.93%
 

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Holdings: ARTQX

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Sector Weightings

SectorARTQX
Healthcare   12.62%
Technology   11.05%
Industrials   9.75%
Real Estate   8.23%
Utilities   5.66%
Energy   4.47%

Recent News: ARTQX

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Research Reports: ARTQX

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