Artisan Mid Cap Fund Investor Class
ARTMX
NASDAQ
Weiss Ratings | ARTMX-NASDAQ | Click to Compare |
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Rating | ||||
Reward Index | Fair | |||
Reward Grade | C- | |||
Risk Index | Fair | |||
Risk Grade | C- | |||
Company Info | ARTMX-NASDAQ | Click to Compare |
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Provider | Artisan Partners Funds | |||
Manager/Tenure (Years) | James D. Hamel (23), Matthew H. Kamm (15), Jason L. White (14), 1 other | |||
Website | -- | |||
Fund Information | ARTMX-NASDAQ | Click to Compare |
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Fund Name | Artisan Mid Cap Fund Investor Class | |||
Category | Mid-Cap Growth | |||
Sub-Category | US Equity Mid Cap | |||
Prospectus Objective | Growth | |||
Inception Date | Jun 27, 1997 | |||
Open/Closed To New Investors | Closed | |||
Minimum Initial Investment | 1,000.00 | |||
Minimum Subsequent Investment | -- | |||
Front End Fee | -- | |||
Back End Fee | -- | |||
Dividends and Shares | ARTMX-NASDAQ | Click to Compare |
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Dividend Yield | 0.00% | |||
Dividend | ARTMX-NASDAQ | Click to Compare |
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Dividend Yield (Forward) | 0.22% | |||
Asset Allocation | ARTMX-NASDAQ | Click to Compare |
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Cash | 1.85% | |||
Stock | 98.15% | |||
U.S. Stock | 92.08% | |||
Non-U.S. Stock | 6.07% | |||
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 | ARTMX-NASDAQ | Click to Compare |
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7-Day Total Return | 0.76% | |||
30-Day Total Return | 4.30% | |||
60-Day Total Return | 5.99% | |||
90-Day Total Return | 9.81% | |||
Year to Date Total Return | 12.18% | |||
1-Year Total Return | 24.03% | |||
2-Year Total Return | 27.77% | |||
3-Year Total Return | 42.14% | |||
5-Year Total Return | 29.83% | |||
Price | ARTMX-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 | ARTMX-NASDAQ | Click to Compare |
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Nav | $38.03 | |||
1-Month Low NAV | $36.91 | |||
1-Month High NAV | $38.41 | |||
52-Week Low NAV | $27.82 | |||
52-Week Low NAV (Date) | Apr 08, 2025 | |||
52-Week High NAV | $41.65 | |||
52-Week High Price (Date) | Dec 04, 2024 | |||
Beta / Standard Deviation | ARTMX-NASDAQ | Click to Compare |
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Beta | 0.92 | |||
Standard Deviation | 18.69 | |||
Balance Sheet | ARTMX-NASDAQ | Click to Compare |
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Total Assets | 3.69B | |||
Operating Ratios | ARTMX-NASDAQ | Click to Compare |
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Expense Ratio | 1.19% | |||
Turnover Ratio | 44.94% | |||
Performance | ARTMX-NASDAQ | Click to Compare |
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Last Bull Market Total Return | 13.28% | |||
Last Bear Market Total Return | -22.46% | |||