Nasdaq - Delayed Quote USD

Artisan Mid Cap Investor (ARTMX)

36.59 +0.08 (+0.22%)
At close: 8:01 PM EDT
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DELL
  • Previous Close 36.51
  • YTD Return 10.41%
  • Expense Ratio 1.20%
  • Category Mid-Cap Growth
  • Last Cap Gain 29.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 5.05B
  • Beta (5Y Monthly) 1.10
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 46.87%
  • Last Dividend 0.08
  • Inception Date Jun 27, 1997

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

5.05B

Net Assets

1997-06-27

Inception Date

Performance Overview: ARTMX

Trailing returns as of 4/25/2024. Category is Mid-Cap Growth.

YTD Return

ARTMX
10.41%
Category
10.80%
 

1-Year Return

ARTMX
21.83%
Category
48.17%
 

3-Year Return

ARTMX
0.76%
Category
21.26%
 

5-Year Return

ARTMX
11.46%
Category
20.18%
 

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Holdings: ARTMX

Top 10 Holdings (30.09% of Total Assets)

SymbolCompany% Assets
CMG
Chipotle Mexican Grill, Inc. 4.28%
ASND
Ascendis Pharma A/S 3.26%
WST
West Pharmaceutical Services, Inc. 3.22%
LSCC
Lattice Semiconductor Corporation 3.14%
DXCM
DexCom, Inc. 3.06%
ARGX
argenx SE 2.89%
IR
Ingersoll Rand Inc. 2.60%
HUBS
HubSpot, Inc. 2.57%
VEEV
Veeva Systems Inc. 2.53%
SAIA
Saia, Inc. 2.52%

Sector Weightings

SectorARTMX
Technology   30.80%
Healthcare   23.86%
Industrials   17.20%
Real Estate   1.50%
Utilities   0.00%
Energy   0.00%

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