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24.89 Up +0.20 +0.81%
DETAILS
Symbol Value ($)
Morningstar Rating
Previous Close 24.69
Category Mid-Cap Value
Net Assets 8.86 Bil
Yield 0.49%
Morningstar Risk Average
Morningstar Return High
  • Last NAV update 6/18/2013 11:30 PM ET
INVESTMENT OBJECTIVE
NA
The investment seeks maximum long-term capital growth. 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. 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 that Index. The fund will generally not initiate a position in a company unless it has a market capitalization between $2 billion and $15 billion.
CUMULATIVE PERFORMANCE OF $10,000
  2009 2010 2011 2012 2013
Return 39.25% 14.37% 6.42% 11.39% 19.72%
Value ($) 13,925.18 15,925.63 16,948.70 18,879.20 22,602.37
  • Year to date performance as of 6/18/2013 12:00 AM ET
MANAGEMENT & PURCHASE INFO
Symbol Value ($)
Fund Family Artisan
Fund Manager Scott Satterwhite
Tenure (Years) 12
Fund Status Closed
Minimum Initial Purchase 1,000.00
Minimum IRA Investment NA
Front Load 0.00
Expense Ratio 1.20%
PERFORMANCE
Symbol Value ($)
1 Month -0.04%
3 Months 4.40%
1 Year 31.69%
3 Years* 16.60%
5 Years* 9.17%
  • * Annualized returns
  • Performance as of 6/18/2013 12:00 AM ET
PEER COMPARISON
  ARTQX Mid-Cap Value
5-Yr Return 9.17% 7.16%
Sharpe Ratio 1.15 3.95
Net Assets 8.86 Bil 341.20 Mil
Avg Market Cap 8.10 Bil 7.84 Bil
Avg P/E 13.60 15.01
Portfolio Turnover 28 54
HOLDINGS
Symbol Value ($)
Stocks 93.78%
Cash 6.19%
Fixed Income 0.00%
Other 0.03%
DATA PROVIDERS

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Fundamental company data and historical chart data provided by Morningstar Inc. Real-time index quotes and delayed quotes supplied by Morningstar Inc. Quotes delayed by up to 15 minutes, except where indicated otherwise. Fund summary, fund performance and dividend data provided by Morningstar Inc. Analyst recommendations provided by Zacks Investment Research. StockScouter data provided by Verus Analytics. IPO data provided by Hoover's Inc. Index membership data provided by Morningstar Inc.

Financial data in US dollars | Page generated 12:14 AM ET
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