Artisan Mid Cap Fund Institutional Class
APHMX
NASDAQ
| Weiss Ratings | APHMX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C- | |||
| Risk Index | Fair | |||
| Risk Grade | C- | |||
| Company Info | APHMX-NASDAQ | Click to Compare |
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| Provider | Artisan Partners Funds | |||
| Manager/Tenure (Years) | James D. Hamel (25), Matthew H. Kamm (16), Jason L. White (15), 2 others | |||
| Website | -- | |||
| Fund Information | APHMX-NASDAQ | Click to Compare |
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| Fund Name | Artisan Mid Cap Fund Institutional Class | |||
| Category | Mid-Cap Growth | |||
| Sub-Category | US Equity Mid Cap | |||
| Prospectus Objective | Growth | |||
| Inception Date | Jul 03, 2000 | |||
| Open/Closed To New Investors | Closed | |||
| Minimum Initial Investment | 1,000,000.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | APHMX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.00% | |||
| Dividend | APHMX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 0.18% | |||
| Asset Allocation | APHMX-NASDAQ | Click to Compare |
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| Cash | 2.03% | |||
| Stock | 97.97% | |||
| U.S. Stock | 96.22% | |||
| Non-U.S. Stock | 1.75% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | APHMX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -0.36% | |||
| 30-Day Total Return | -3.59% | |||
| 60-Day Total Return | -2.68% | |||
| 90-Day Total Return | -1.51% | |||
| Year to Date Total Return | 4.21% | |||
| 1-Year Total Return | 3.14% | |||
| 2-Year Total Return | 24.85% | |||
| 3-Year Total Return | 51.04% | |||
| 5-Year Total Return | -1.99% | |||
| Price | APHMX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | APHMX-NASDAQ | Click to Compare |
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| Nav | $43.47 | |||
| 1-Month Low NAV | $42.48 | |||
| 1-Month High NAV | $45.53 | |||
| 52-Week Low NAV | $37.67 | |||
| 52-Week Low NAV (Date) | Mar 30, 2026 | |||
| 52-Week High NAV | $49.60 | |||
| 52-Week High Price (Date) | Dec 04, 2025 | |||
| Beta / Standard Deviation | APHMX-NASDAQ | Click to Compare |
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| Beta | 1.15 | |||
| Standard Deviation | 17.21 | |||
| Balance Sheet | APHMX-NASDAQ | Click to Compare |
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| Total Assets | 2.88B | |||
| Operating Ratios | APHMX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.98% | |||
| Turnover Ratio | -- | |||
| Performance | APHMX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 24.44% | |||
| Last Bear Market Total Return | -22.39% | |||