APHMX – Fund Analysis – Artisan Mid Cap Institutional | Morningstar

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Will APHMX outperform in future?

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

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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.

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 Sep 12, 2023 Published on Sep 12, 2023

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