Nasdaq - Delayed Quote USD

Artisan Mid Cap Fund (APHMX)

40.91
+1.19
+(3.00%)
At close: 8:04:10 PM EDT
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  • Previous Close 39.72
  • YTD Return -6.27%
  • Expense Ratio 0.96%
  • Category Mid-Cap Growth
  • Last Cap Gain 35.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 3.59B
  • Beta (5Y Monthly) 1.06
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 44.94%
  • Last Dividend 0.16
  • Inception Date Apr 1, 2015

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. The advisor 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 the index.

Artisan Partners Funds

Fund Family

Mid-Cap Growth

Fund Category

3.59B

Net Assets

2015-04-01

Inception Date

More about Artisan Mid Cap Fund

Performance Overview: APHMX

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Trailing returns as of 5/12/2025. Category is Mid-Cap Growth.

YTD Return

APHMX
6.27%
Category
10.80%
 

1-Year Return

APHMX
1.64%
Category
48.17%
 

3-Year Return

APHMX
4.51%
Category
21.26%
 

5-Year Return

APHMX
7.40%
Category
20.18%
 

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Holdings: APHMX

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Sector Weightings

SectorAPHMX
Technology   32.84%
Healthcare   22.83%
Communication Services   12.99%
Consumer Cyclical   9.58%
Industrials   9.33%
Financial Services   6.71%
Energy   2.56%
Consumer Defensive   1.61%
Real Estate   1.54%
Basic Materials   0.00%
Utilities   0.00%
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Recent News: APHMX

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Research Reports: APHMX

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