Morningstar

Artisan Mid Cap Value Fund Institutional Class APHQX

Morningstar Medalist Rating
Medalist Rating as of | See Artisan Partners Investment Hub
  • NAV / 1-Day Return 15.88  /  −0.76 %
  • Total Assets 449.5M
  • Adj. Expense Ratio
    0.960%
  • Expense Ratio 0.950%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Mid-Cap Value
  • Investment Style Mid Value
  • Min. Initial Investment 1M
  • Status Open
  • TTM Yield 1.55%
  • Turnover 45%

USD | NAV as of Jul 17, 2026 | 1-Day Return as of Jul 17, 2026, 10:45 PM GMT+0

Morningstar’s Analysis APHQX

Will APHQX 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 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Artisan Mid Cap Value Institutional 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
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Portfolio Holdings APHQX

More APHQX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 26.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Lamar Advertising Co Class A

3.39 15M
Real Estate

First Citizens BancShares Inc Class A

2.93 13M
Financial Services

U-Haul Holding Co Ordinary Shares - Series N

2.80 13M
Industrials

Globe Life Inc

2.64 12M
Financial Services

OGE Energy Corp

2.59 12M
Utilities

Ralliant Corp

2.55 11M
Technology

Permian Resources Corp Class A

2.50 11M
Energy

Prosperity Bancshares Inc

2.48 11M
Financial Services

Elevance Health Inc

2.48 11M
Healthcare

Alliant Energy Corp

2.44 11M
Utilities

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