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Morningstar

Artisan Mid Cap Investor ARTMX

Morningstar Analyst Rating
Analyst rating as of | See Artisan Partners Investment Hub
  • NAV / 1-Day Return 32.07  /  0.51 %
  • Total Assets 4.1 Bil
  • Adj. Expense Ratio
    1.180%
  • Expense Ratio 1.190%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.26%
  • Turnover 34%

USD | NAV as of Feb 08, 2023 | 1-Day Return as of Feb 08, 2023, 12:05 AM GMT+00:00

Morningstar’s Analysis ARTMX

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

People Pillar

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

Long-run winner.

Senior Analyst

Summary

| by Jack Shannon

Artisan Mid Cap’s well-defined, consistently executed process is overseen by a skilled and experienced leadership team. It earns a Morningstar Analyst Rating of Silver or Bronze, depending on share-class fees.

Unlock our full analysis with Morningstar Investor