Artisan Mid Cap Value Investor ARTQX
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Fill Up on These Diversified Funds to Gain Energy Exposure
… unreasonable 0.97%. Artisan Value ARTLX Run by the same team behind Artisan Small Cap Value ARTVX and Artisan Mid Cap Value ARTQX , this large-blend fund slightly has an overweighting in energy at 13.7% of holdings, with much larger overweightings …
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When Target Date Funds Miss
… Rowe’s Mid-Cap Value ( TRMCX ) , one of its top 10 holdings in the 2025 roster, lags behind Artisan Mid Cap Value ( ARTQX ) by from one to three percentage points, going back three years, five and 10. And that’s despite the Artisan fund …
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Analyst Rating Question
… APPLX) is rated as bronze and Artisan Midcap Value ( ARTQX ) is rated gold. In the first four pillars, they ..... the last pillar, Price, APPLX scores higher than ARTQX . Why does ARTQX have the higher rating if APPLX has a better score …
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Bloated Fund in My Portfolio
… allocation of my portfolio. Right now I have ~50% of my assets in equities, allocated as follows: OAKBX--27% PRWCX--27% ARTQX --16% FCNTX--17% SGROX--13% I have been in most of these funds for 3-6 years, so, although some are currently …
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Announcing the Morningstar Fund Managers of the Year for 2011
… Domestic-Stock Fund Manager of the Year for 2011 Scott Satterwhite, James Kieffer, and George Sertl Artisan Mid Cap Value ARTQX : 2011 Return/Category Rank: 6.42%/2 Artisan Value ARTLX: 2011 Return/Category Rank: 5.49%/15 Artisan Small …
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These Big Funds Had Happy Shareholders in 2011
… and its complete output; here's a look at a handful of the funds that made it through the screen. Artisan Mid Cap Value Investor ARTQX Although most of 2011's best-performing stock funds focus on large-cap issues, this closed fund …
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Our Five Nominees for Domestic-Stock Manager of the Year 2011
… have certainly made it up to shareholders who stuck with them. Scott Satterwhite and James Kieffer-- Artisan Mid Cap Value ARTQX , Artisan Small Cap Value ARTVX , Artisan Value ARTLX Satterwhite and Kieffer have built quite a record. They started at Wachovia …
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Almost in to my retirement.......
… thru employer plan. pttrx has 20% of total allocation rgagx has 10% of total allocation vwnax has 20% of total allocation artqx has 10% of total allocation lrsyx has 20% of total allocation dfivx has 20% of total allocation so far i have contributed …
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Where to Use Active Funds, Where to Go Passive
… higher fees that come with them." Jscarr00 , who invests in individual stocks, uses two active funds, Artisan Mid Cap Value ARTQX and Wasatch Small Cap Growth WAAEX, for small- and mid-cap exposure. "I like doing my research and picking stocks, but …
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Another MisLabeling Of a Fund
… s a fraction of the size of other top mid-cap value funds , such as Perkins Mid Cap Value JMCVX , Artisan Mid Cap Value ARTQX , and Vanguard Selected Value VASVX . That's a real head scratcher because for as good as those funds have been--and they …