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The Artisan Mid Cap Fund Investor Class (ARTMX) is an actively managed fund that aims to grow investor capital over time. ARTMX does this by investing in domestic mid-cap stocks. The fund’s managers apply screens to find stocks that have certain franchise characteristics and are benefiting from accelerating profit cycles. A focus on price versus value is also applied.
With the fund’s low costs, ARTMX makes for a great subcore choice for investors looking to overweight value in their portfolios. The fund is managed by Artisan Capital Partners.
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| Period | ARTMX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| YTD | 24.6% | 2.3% | 34.4% | 37.57% |
| 1 Yr | -9.1% | -42.5% | 24.6% | 84.63% |
| 3 Yr | -2.4%* | -24.8% | 24.3% | 86.71% |
| 5 Yr | -4.6%* | -29.0% | 15.0% | 84.16% |
| 10 Yr | 6.2%* | -10.1% | 18.6% | 65.36% |
* Annualized
| Period | ARTMX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| 2018 | -24.3% | -52.1% | 9.2% | 80.42% |
| 2017 | 4.8% | -38.9% | 36.0% | 87.07% |
| 2016 | -9.0% | -61.7% | 27.9% | 93.80% |
| 2015 | -12.0% | -82.5% | 12.2% | 74.81% |
| 2014 | -4.6% | -23.5% | 17.9% | 55.13% |
| Period | ARTMX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| YTD | 24.6% | 2.3% | 34.4% | 37.57% |
| 1 Yr | 15.0% | -42.5% | 35.9% | 24.48% |
| 3 Yr | 13.8%* | -14.7% | 25.6% | 35.84% |
| 5 Yr | 10.1%* | -21.6% | 17.0% | 38.61% |
| 10 Yr | 15.5%* | -6.0% | 21.2% | 20.48% |
* Annualized
| Period | ARTMX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| 2018 | -4.3% | -51.7% | 12.2% | 17.11% |
| 2017 | 20.6% | -7.0% | 56.2% | 64.07% |
| 2016 | -0.8% | -61.7% | 27.9% | 90.31% |
| 2015 | 2.2% | -54.0% | 12.2% | 20.16% |
| 2014 | 5.8% | -23.5% | 18.1% | 53.12% |
| ARTMX | Category Low | Category High | ARTMX % Rank | |
|---|---|---|---|---|
| Net Assets | 5.14 B | 1.37 M | 31.6 B | 11.01% |
| Number of Holdings | 72 | 7 | 2233 | 59.77% |
| Net Assets in Top 10 | 1.82 B | 538 K | 6.08 B | 7.97% |
| Weighting of Top 10 | 35.36% | 6.7% | 93.6% | 20.11% |
| Weighting | Return Low | Return High | ARTMX % Rank | |
|---|---|---|---|---|
| Stocks | 97.92% | 5.68% | 128.37% | 49.15% |
| Cash | 2.08% | -28.36% | 90.76% | 48.20% |
| Preferred Stocks | 0.00% | 0.00% | 8.95% | 85.20% |
| Other | 0.00% | -9.62% | 12.79% | 84.82% |
| Convertible Bonds | 0.00% | 0.00% | 8.41% | 85.20% |
| Bonds | 0.00% | 0.00% | 60.37% | 85.20% |
| Weighting | Return Low | Return High | ARTMX % Rank | |
|---|---|---|---|---|
| Technology | 37.55% | 0.00% | 64.91% | 7.21% |
| Industrials | 19.96% | 0.00% | 40.82% | 26.94% |
| Healthcare | 19.72% | 0.00% | 36.62% | 10.06% |
| Consumer Cyclical | 11.31% | 1.18% | 47.93% | 80.08% |
| Financial Services | 7.74% | 0.00% | 42.38% | 52.18% |
| Basic Materials | 1.14% | 0.00% | 15.41% | 75.33% |
| Consumer Defense | 0.50% | 0.00% | 16.94% | 88.61% |
| Utilities | 0.00% | 0.00% | 11.40% | 88.05% |
| Real Estate | 0.00% | 0.00% | 41.91% | 97.72% |
| Energy | 0.00% | 0.00% | 13.78% | 96.96% |
| Communication Services | 0.00% | 0.00% | 18.08% | 96.02% |
| Weighting | Return Low | Return High | ARTMX % Rank | |
|---|---|---|---|---|
| US | 89.99% | 5.51% | 123.87% | 73.43% |
| Non US | 7.93% | 0.00% | 25.73% | 18.98% |
| ARTMX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Expense Ratio | 1.18% | 0.07% | 6.14% | 52.56% |
| Management Fee | 0.93% | 0.06% | 1.50% | 83.68% |
| 12b-1 Fee | N/A | 0.00% | 1.00% | N/A |
| Administrative Fee | N/A | 0.01% | 0.72% | N/A |
| ARTMX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Front Load | N/A | 0.00% | 5.75% | N/A |
| Deferred Load | N/A | 1.00% | 5.50% | N/A |
| ARTMX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Max Redemption Fee | N/A | 0.05% | 2.00% | N/A |
Turnover provides investors a proxy for the trading fees incurred by mutual fund managers who frequently adjust position allocations. Higher turnover means higher trading fees.
| ARTMX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Turnover | 49.83% | 1.85% | 495.00% | 52.94% |
| ARTMX | Category Low | Category High | ARTMX % Rank | |
|---|---|---|---|---|
| Dividend Yield | 0.00% | 0.00% | 0.05% | 87.10% |
| ARTMX | Category Low | Category High | Category Mode | |
|---|---|---|---|---|
| Dividend Distribution Frequency | Annually | Annually | Annually | Annually |
| ARTMX | Category Low | Category High | ARTMX % Rank | |
|---|---|---|---|---|
| Net Income Ratio | -0.62% | -2.55% | 4.79% | 69.64% |
| ARTMX | Category Low | Category High | Capital Mode | |
|---|---|---|---|---|
| Capital Gain Distribution Frequency | Annually | Annually | Annually | Annually |
Tenure Analysis
Category Low
0.03
Category High
33.13
Category Average
8.57
Category Mode
8.59
MUTUAL FUND EDUCATION
MUTUAL FUND EDUCATION
