Mutual Funds - Profile

Artisan Mid Cap Fund

US > Mid-Cap > Growth

Rank

Universe Rank

Summary

The fund seeks maximum capital appreciation in the long term by investing in mid-size companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team seeks to invest in companies demonstrating growth potential.

The team favors companies that possess franchise characteristics, are benefiting from an accelerating profit cycle and are trading at a discount to its estimate of private market value.

In addition, the team looks for companies that More

Price

  • Last Close
  • $41.31
    +0.23
  • 52 Week HL
  • $57.65 - $38.2
  • Net Assets
  • $7636 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
Apr 30, 2021

Top 10 Holdings
Apr 30, 2021

Company Holding
Global Payments 5.1
HubSpot Inc 3.5
Atlassian Corp 3.5
Zynga Inc 3.3
Veeva Systems 3.3
Company Holding
Match Group 2.7
Catalent Inc 2.4
Dexcom Inc 2.3
Chegg Inc 2.2
Burlington Stores 2.1
Total 30.4%

Manager

  • Name
  • James D. Hamel
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor

Documents

  • Prospectus
  • Annual Reports

Performance
-14.2 % YTD

  • 3 Year
  • 21.19%
  • 5 Year
  • 46.9%
  • Best
  • 57.96%
    1999
  • Worst
  • -44.12%
    2008

Returns +
A

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
ARTMX -16%12%35%34%-6%24%6%-1%0%0%0%
S&P 500 -8%27%16%29%-6%19%10%-1%11%30%13%

Returns +
Q

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Q1 -14.2% -2.4% -11.6% 21.6% 4% 7.9% -5.6% 3.8% 2.5% 8.7% -
Q2 - 10.5% 37.3% 8.8% 6% 6.8% 3.4% 1.6% -0.2% 4.3% -
Q3 - 8.7% 11.9% -4.6% 9% 1.6% 5.9% -7.3% -2.2% 14.3% -
Q4 - -18.9% 0.4% -5.4% -18.3% 2.3% -4.1% 4.5% 5.5% 6.1% -

Returns +
M

J F M A M J J A S O N D
2022 -14.2% - - - - - - - - - - -
2021 -2.3% 4.4% -4.2% 6.6% -2.3% 6% 3.9% 3.3% 1.3% 0.1% -20.3% -0.8%

Annual
Return

Index Comparison

Alpha

NAV