Artisan Mid Cap Value’s rigorous bottom-up approach is a plus, but a generational change in leadership warrants caution, leading to a Morningstar Analyst Rating of Bronze or Neutral, depending on share class fees.
Morningstar’s Fund Analysis ARTQX
Will ARTQX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
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.
The Parent Pillar is our rating of ARTQX’s parent organization’s priorities and whether they’re in line with investors’ interests.