Morningstar

Artisan Mid Cap Institutional APHMX

Morningstar Medalist Rating
Medalist Rating as of | See Artisan Partners Investment Hub
  • NAV / 1-Day Return 44.57  /  +0.45 %
  • Total Assets 4.3 Bil
  • Adj. Expense Ratio
    0.970%
  • Expense Ratio 0.970%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield 0.00
  • Turnover 47%

USD | NAV as of Sep 26, 2024 | 1-Day Return as of Sep 26, 2024, 10:21 PM GMT+0

Morningstar’s Analysis APHMX

Will APHMX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable APHMX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the APHMX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of APHMX’s parent organization’s priorities and whether they’re in line with investors’ interests.

In a rough stretch, but its mistakes are correctable.

Senior Analyst Jack Shannon

Jack Shannon

Senior Analyst

Summary

Artisan Mid Cap has struggled in recent years, but its experienced management team should be able to right the ship. This is still a solid option.

by Jack Shannon
Rated on Published on

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Portfolio Holdings APHMX

More APHMX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 30.1
Top 10 Holdings
% Portfolio Weight
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