24.91 Up unch unch
DETAILS
Symbol Value ($)
Morningstar Rating
Previous Close 24.91
Category Mid-Cap Value
Net Assets 8.86 Bil
Yield 0.50%
Morningstar Risk Average
Morningstar Return High
  • Last NAV update 5/20/2013 4:00 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 $10,000
  2009 2010 2011 2012 2013
Return 39.25% 14.37% 6.42% 11.39% 19.82%
Value ($) 13,925.00 15,926.02 16,948.47 18,878.90 22,620.70
  • Year to date performance as of 5/19/2013 8:00 PM ET
MANAGEMENT & PURCHASE INFO
Symbol Value ($)
Fund Family Artisan
Fund Manager James Kieffer
Tenure (Years) 11
Fund Status Open
Minimum Initial Purchase 1,000.00
Minimum IRA Investment NA
Front Load 0.00
Expense Ratio 1.20%
PERFORMANCE
Symbol Value ($)
1 Month 7.09%
3 Months 8.45%
1 Year 34.28%
3 Years* 18.57%
5 Years* 8.79%
  • * Annualized returns
  • Performance as of 5/19/2013 8:00 PM ET
PEER COMPARISON
  ARTQX Mid-Cap Value
5-Yr Return 8.79% 6.44%
Sharpe Ratio 0.93 0.69
Net Assets 8.86 Bil 328.92 Mil
Avg Market Cap 8.10 Bil 7.80 Bil
Avg P/E 14.81 13.65
Portfolio Turnover 28 58
HOLDINGS
Symbol Value ($)
Stocks 93.78%
Cash 6.19%
Fixed Income 0.00%
Other 0.03%
DATA PROVIDERS

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Financial data in US dollars | Page generated 4:30 AM ET
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[BRIEFING.COM] The Russell 2000 crosssed the 1,000 level for the first time ever today and the S&P 500 established a new all-time, intraday high. Those were some of the more memorable highlights of what was an otherwise nondescript day of trading. By ... More
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