Artisan Mid Cap Value Fund Investor Class
ARTQX
NASDAQ
| Weiss Ratings | ARTQX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Good | |||
| Risk Grade | B- | |||
| Company Info | ARTQX-NASDAQ | Click to Compare |
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| Provider | Artisan Partners Funds | |||
| Manager/Tenure (Years) | Daniel L. Kane (13), Thomas A. Reynolds (7), Craig Inman (6) | |||
| Website | -- | |||
| Fund Information | ARTQX-NASDAQ | Click to Compare |
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| Fund Name | Artisan Mid Cap Value Fund Investor Class | |||
| Category | Mid-Cap Value | |||
| Sub-Category | US Equity Mid Cap | |||
| Prospectus Objective | Growth | |||
| Inception Date | Mar 28, 2001 | |||
| Open/Closed To New Investors | Closed | |||
| Minimum Initial Investment | 1,000.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | ARTQX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.47% | |||
| Dividend | ARTQX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 2.28% | |||
| Asset Allocation | ARTQX-NASDAQ | Click to Compare |
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| Cash | 0.77% | |||
| Stock | 99.23% | |||
| U.S. Stock | 91.95% | |||
| Non-U.S. Stock | 7.28% | |||
| 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 | ARTQX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -0.18% | |||
| 30-Day Total Return | 4.80% | |||
| 60-Day Total Return | 0.50% | |||
| 90-Day Total Return | 5.36% | |||
| Year to Date Total Return | 2.11% | |||
| 1-Year Total Return | 0.42% | |||
| 2-Year Total Return | 14.50% | |||
| 3-Year Total Return | 25.94% | |||
| 5-Year Total Return | 65.02% | |||
| Price | ARTQX-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 | ARTQX-NASDAQ | Click to Compare |
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| Nav | $15.92 | |||
| 1-Month Low NAV | $15.16 | |||
| 1-Month High NAV | $16.08 | |||
| 52-Week Low NAV | $13.57 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $17.38 | |||
| 52-Week High Price (Date) | Nov 25, 2024 | |||
| Beta / Standard Deviation | ARTQX-NASDAQ | Click to Compare |
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| Beta | 1.03 | |||
| Standard Deviation | 17.88 | |||
| Balance Sheet | ARTQX-NASDAQ | Click to Compare |
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| Total Assets | 912.25M | |||
| Operating Ratios | ARTQX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.17% | |||
| Turnover Ratio | 23.41% | |||
| Performance | ARTQX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 12.94% | |||
| Last Bear Market Total Return | -13.41% | |||