Morningstar

Artisan Mid Cap Fund Investor Class ARTMX

Morningstar Medalist Rating
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Medalist Rating as of See Artisan Partners Investment Hub
  • NAV / 1-Day Return $34.14  /  +0.62 %
  • Fund Size $2.9B
  • Adjusted Expense Ratio 1.210%
  • Net Expense Ratio 1.200%
  • Fee Level: Distribution Above Average
  • Share Class Type No Load
  • Morningstar Category Mid-Cap Growth
  • Equity Style Box (Funds) Mid Growth
  • Minimum Initial Investment $1,000
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 63%
NAV and 1-Day Return as of

Morningstar’s Analysis ARTMX

Will ARTMX 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 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.

Continued patience is warranted.

Principal Jack Shannon

Jack Shannon

Principal

Summary

Artisan Mid Cap remains mired in a multiyear performance rut, but a thoughtful investment process and experienced leadership are reasons to remain optimistic. The team is sticking to its core investment philosophy, but the managers made changes to the analyst team, showing that they're not just hoping things will turn around.

by Jack Shannon
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Portfolio Holdings ARTMX

More ARTMX Holdings
  • 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

argenx SE ADR

4.94 157M
Healthcare

Ascendis Pharma AS

4.52 144M
Healthcare

Comfort Systems USA Inc

3.90 124M
Industrials

West Pharmaceutical Services Inc

3.78 121M
Healthcare

Lattice Semiconductor Corp

3.38 108M
Technology

RBC Bearings Inc

3.03 97M
Industrials

Woodward Inc

2.82 90M
Industrials

Twist Bioscience Corp

2.78 89M
Healthcare

BlackRock Liquidity T-Fund Instl

2.72 87M
Cash and Equivalents

Spotify Technology SA

2.58 82M
Communication Services

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