27.88 Down -0.13 -0.46%
DETAILS
Symbol Value ($)
Morningstar Rating
Previous Close 28.01
Category Mid-Cap Value
Net Assets 10.05 Bil
Yield 0.37%
Morningstar Risk Average
Morningstar Return Above Average
  • Last NAV update 9/19/2014 4:00 PM ET
INVESTMENT OBJECTIVE
NA
NA
CUMULATIVE PERFORMANCE OF $10,000
  2010 2011 2012 2013 2014
Return 14.37% 6.42% 11.39% 35.80% 3.26%
Value ($) 11,436.57 12,171.26 13,557.60 18,410.85 19,010.91
  • Year to date performance as of 9/19/2014 12:00 AM ET
MANAGEMENT & PURCHASE INFO
Symbol Value ($)
Fund Family Artisan
Fund Manager Scott Satterwhite
Tenure (Years) 13
Fund Status Closed
Minimum Initial Purchase 1,000.00
Minimum IRA Investment NA
Front Load 0.00
Expense Ratio 1.20%
PERFORMANCE
Symbol Value ($)
1 Month -0.39%
3 Months -1.24%
1 Year 9.55%
3 Years* 18.64%
5 Years* 15.00%
  • * Annualized returns
  • Performance as of 9/19/2014 12:00 AM ET
PEER COMPARISON
  ARTQX Mid-Cap Value
5-Yr Return 15.00% 15.55%
Sharpe Ratio 1.37 2.32
Net Assets 10.05 Bil 403.55 Mil
Avg Market Cap 9.90 Bil 8.73 Bil
Avg P/E 15.06 17.75
Portfolio Turnover 26 71
HOLDINGS
Symbol Value ($)
Stocks 92.04%
Cash 7.96%
Fixed Income 0.00%
Other 0.00%
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 10:04 AM ET
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