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Artisan Mid Cap Value Institutional APHQX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Artisan Partners Investment Hub

Morningstar’s Analysis APHQX

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

  • People Pillar

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

Blending value and quality.

Analyst Drew Carter

Drew Carter

Analyst

Summary

Artisan Mid Cap Value’s contrarian process delivers a portfolio of financially strong companies, but its team has more to prove.

by Drew Carter
Rated on Published on

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