Artisan Mid Cap Value’s contrarian process delivers a portfolio of financially strong companies, but its team has more to prove.
Artisan Mid Cap Value Investor ARTQX
- NAV / 1-Day Return 15.50 / −0.45 %
- Total Assets 1.2 Bil
-
Adj. Expense Ratio
- Expense Ratio 1.220%
- 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 0.60%
- Turnover 28%
USD | NAV as of Apr 25, 2024 | 1-Day Return as of Apr 25, 2024, 10:10 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.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 30.7
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
First Citizens BancShares Inc Class A | 4.03 | 48.4 Mil | Financial Services |
Vontier Corp Ordinary Shares | 3.90 | 46.9 Mil | Technology |
Analog Devices Inc | 3.66 | 44.0 Mil | Technology |
U-Haul Holding Co Ordinary Shares - Series N | 3.11 | 37.4 Mil | Industrials |
Lamar Advertising Co Class A | 2.82 | 33.9 Mil | Real Estate |
Globe Life Inc | 2.78 | 33.4 Mil | Financial Services |
nVent Electric PLC | 2.68 | 32.2 Mil | Industrials |
Expedia Group Inc | 2.61 | 31.4 Mil | Consumer Cyclical |
News Corp Class A | 2.57 | 31.0 Mil | Communication Services |
Arch Capital Group Ltd | 2.54 | 30.5 Mil | Financial Services |