Morningstar

Artisan Mid Cap Value Fund Advisor Class APDQX

Morningstar Medalist Rating
Medalist Rating as of | See Artisan Partners Investment Hub
  • NAV / 1-Day Return 15.62  /  +0.32 %
  • Total Assets 447.9M
  • Adj. Expense Ratio
    1.070%
  • Expense Ratio 1.070%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Mid-Cap Value
  • Investment Style Mid Value
  • Min. Initial Investment 250,000
  • Status Open
  • TTM Yield 1.45%
  • Turnover 45%

USD | NAV as of Jul 11, 2026 | 1-Day Return as of Jul 11, 2026, 12:11 AM GMT+0

Morningstar’s Analysis APDQX

Will APDQX outperform in the 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 APDQX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Artisan Mid Cap Value Advisor holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings APDQX

More APDQX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 27.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Analog Devices Inc

3.32 16M
Technology

OGE Energy Corp

2.96 14M
Utilities

First Citizens BancShares Inc Class A

2.84 14M
Financial Services

Lamar Advertising Co Class A

2.83 14M
Real Estate

Permian Resources Corp Class A

2.72 13M
Energy

nVent Electric PLC

2.72 13M
Industrials

Vontier Corp Ordinary Shares

2.66 13M
Technology

NOV Inc

2.50 12M
Energy

Tyson Foods Inc Class A

2.46 12M
Consumer Defensive

Alliant Energy Corp

2.40 12M
Utilities

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