Despite a rough stretch of performance, Artisan Mid Cap remains a solid long-term play thanks to an experienced management team and a thoughtful investment process. Mistakes were made in recent years, and the Russell Midcap Growth Index has presented some unique challenges, but this strategy has the ingredients to get back on track.
Artisan Mid Cap Fund Institutional Class APHMX
- NAV / 1-Day Return 44.14 / −0.68 %
- Total Assets 3.0B
-
Adj. Expense Ratio
0.980%
- Expense Ratio 0.970%
- Distribution Fee Level High
- Share Class Type Institutional
- Category Mid-Cap Growth
- Investment Style Mid Growth
- Min. Initial Investment 1M
- Status Open
- TTM Yield 0.00
- Turnover 63%
USD | NAV as of Jun 17, 2026 | 1-Day Return as of Jun 17, 2026, 12:11 AM GMT+0
Morningstar’s Analysis APHMX
Will APHMX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 34.1
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Ascendis Pharma AS ADR | 5.24 | 155M | Healthcare |
argenx SE ADR | 4.59 | 136M | Healthcare |
Insmed Inc | 4.38 | 130M | Healthcare |
West Pharmaceutical Services Inc | 3.13 | 93M | Healthcare |
Comfort Systems USA Inc | 3.09 | 91M | Industrials |
RBC Bearings Inc | 3.03 | 90M | Industrials |
Spotify Technology SA | 2.71 | 80M | Communication Services |
BlackRock Liquidity T-Fund Instl | 2.70 | 80M | Cash and Equivalents |
Woodward Inc | 2.69 | 80M | Industrials |
US Foods Holding Corp | 2.69 | 80M | Consumer Defensive |
United States