Skip to Content
Morningstar

Artisan Mid Cap Advisor APDMX

Morningstar Medalist Rating
Medalist Rating as of | See Artisan Partners Investment Hub
  • NAV / 1-Day Return 36.36  /  +0.80 %
  • Total Assets 5.0 Bil
  • Adj. Expense Ratio
    1.050%
  • Expense Ratio 1.050%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 250,000
  • Status Open
  • TTM Yield —
  • Turnover 47%

USD | NAV as of Apr 22, 2024 | 1-Day Return as of Apr 22, 2024, 10:10 PM GMT+0

Morningstar’s Analysis APDMX

Will APDMX 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 APDMX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the APDMX 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 APDMX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Stay the course.

Senior Analyst Jack Shannon

Jack Shannon

Senior Analyst

Summary

Investors should look beyond Artisan Mid Cap’s recent struggles.

by Jack Shannon
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings APDMX

More APDMX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 30.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Chipotle Mexican Grill Inc

4.28 216.5 Mil
Consumer Cyclical

Ascendis Pharma A/S ADR

3.26 164.9 Mil
Healthcare

West Pharmaceutical Services Inc

3.22 162.6 Mil
Healthcare

Lattice Semiconductor Corp

3.14 158.9 Mil
Technology

DexCom Inc

3.06 154.7 Mil
Healthcare

argenx SE ADR

2.89 146.3 Mil
Healthcare

Ingersoll Rand Inc

2.60 131.5 Mil
Industrials

HubSpot Inc

2.57 129.8 Mil
Technology

Veeva Systems Inc Class A

2.53 128.1 Mil
Healthcare

Saia Inc

2.52 127.6 Mil
Industrials