Artisan Mid Cap Inv
(ARTMX)
-0.27
-0.62%
| Symbol | Value ($) |
|---|---|
| Morningstar Rating | |
| Previous Close | 43.33 |
| Category | Mid-Cap Growth |
| Net Assets | 5.00 Bil |
| Yield | 0.00% |
| Morningstar Risk | Above Average |
| Morningstar Return | High |
- Last NAV update 5/24/2013 4:00 PM ET
| NA |
|---|
| The investment seeks maximum long-term capital growth. The fund normally invests no less than 80% of its net assets in the common stocks of medium-sized companies. It defines a medium-sized company as one with a market capitalization greater than the market capitalization of the smallest company in the Russell Midcap® Index and less than three times the weighted average market capitalization of companies in the index. The fund maintains a weighted average market capitalization of not more than 1.5 times the weighted average market capitalization of the companies included in the Russell Midcap® Index. |
| 2009 | 2010 | 2011 | 2012 | 2013 | |
|---|---|---|---|---|---|
| Return | 50.26% | 31.57% | -2.08% | 19.52% | 14.70% |
| Value ($) | 15,026.00 | 19,769.71 | 19,358.50 | 23,137.28 | 26,538.46 |
- Year to date performance as of 5/23/2013 8:00 PM ET
| Symbol | Value ($) |
|---|---|
| Fund Family | Artisan |
| Fund Manager | Andrew Stephens |
| Tenure (Years) | 16 |
| Fund Status | Open |
| Minimum Initial Purchase | 1,000.00 |
| Minimum IRA Investment | NA |
| Front Load | 0.00 |
| Expense Ratio | 1.22% |
| Symbol | Value ($) |
|---|---|
| 1 Month | 5.13% |
| 3 Months | 9.04% |
| 1 Year | 21.68% |
| 3 Years* | 21.26% |
| 5 Years* | 9.80% |
- * Annualized returns
- Performance as of 5/23/2013 8:00 PM ET
| ARTMX | Mid-Cap Growth | |
|---|---|---|
| 5-Yr Return | 9.80% | 5.29% |
| Sharpe Ratio | 0.92 | 0.69 |
| Net Assets | 5.00 Bil | 359.02 Mil |
| Avg Market Cap | 8.90 Bil | 6.91 Bil |
| Avg P/E | 24.74 | 18.56 |
| Portfolio Turnover | 46 | 72 |
| Symbol | Value ($) |
|---|---|
| Stocks | 94.90% |
| Cash | 5.08% |
| Fixed Income | 0.00% |
| Other | 0.02% |
| NAME | % NET ASSETS |
|---|---|
| Regeneron Pharmaceuticals, Inc. | 3.74% |
| IHS, Inc. Class A | 3.43% |
| Discover Financial Services | 3.33% |
| Cerner Corporation | 2.85% |
| Verisk Analytics, Inc. | 2.76% |
| ARM Holdings PLC ADR | 2.74% |
| Trimble Navigation Ltd. | 2.58% |
| Ralph Lauren Corp | 2.31% |
| AthenaHealth, Inc. | 2.29% |
| Cigna Corp | 2.24% |
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