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Morningstar

Artisan Mid Cap Value Investor ARTQX

Morningstar Medalist Rating
Medalist Rating as of | See Artisan Partners Investment Hub
  • NAV / 1-Day Return 16.41  /  1.44 %
  • Total Assets 1.2 Bil
  • Adj. Expense Ratio
    1.200%
  • Expense Ratio 1.200%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Mid-Cap Value
  • Investment Style Mid Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.25%
  • Turnover 15%

USD | NAV as of Sep 26, 2023 | 1-Day Return as of Sep 26, 2023, 11:26 PM GMT+0

Morningstar’s Analysis ARTQX

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

People Pillar

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

This contrarian approach is still capable of turning around performance.

Analyst Drew Carter

Drew Carter

Analyst

Summary

Artisan Mid Cap Value’s contrarian process delivers a portfolio of financially strong companies, but after a generational change in leadership, the team needs to prove itself. Its cheapest institutional share class keeps its Morningstar Analyst Rating of Bronze, while the two pricier share classes stay at Neutral.

by Drew Carter
Rated on Published on

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Portfolio Holdings ARTQX

More ARTQX Holdings
  • Current Portfolio Date
  • Equity Holdings 47
  • Bond Holdings 0
  • Other Holdings 3
  • % Assets in Top 10 Holdings 31.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

First Citizens BancShares Inc Class A

4.47
53,802,224
Financial Services

Analog Devices Inc

4.22
50,777,421
Technology

Vontier Corp Ordinary Shares

3.29
39,575,751
Technology

Arch Capital Group Ltd

3.23
38,804,111
Financial Services

Baxter International Inc

3.04
36,534,264
Healthcare

Globe Life Inc

2.87
34,521,750
Financial Services

Dentsply Sirona Inc

2.84
34,208,368
Healthcare

Marriott International Inc Class A

2.67
32,180,100
Consumer Cyclical

U-Haul Holding Co Ordinary Shares - Series N

2.58
31,077,938
Industrials

Lamar Advertising Co Class A

2.57
30,916,176
Real Estate