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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 | 27.4% | -22.6% | 30.8% | 15.75% |
| 1 Yr | -11.4% | -45.4% | 17.4% | 79.51% |
| 3 Yr | -1.7%* | -24.5% | 26.1% | 84.39% |
| 5 Yr | -4.5%* | -28.9% | 15.2% | 79.80% |
| 10 Yr | 6.3%* | -10.4% | 18.0% | 63.55% |
* 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 | 27.4% | -22.6% | 30.8% | 15.75% |
| 1 Yr | 12.1% | -45.4% | 26.3% | 14.23% |
| 3 Yr | 14.6%* | -14.5% | 27.5% | 30.06% |
| 5 Yr | 10.2%* | -21.6% | 17.9% | 26.73% |
| 10 Yr | 15.7%* | -6.3% | 20.7% | 15.06% |
* 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 | 5.31 B | 1.44 M | 32.8 B | 12.14% |
| Number of Holdings | 72 | 7 | 2229 | 62.24% |
| Net Assets in Top 10 | 1.82 B | 607 K | 6.08 B | 8.92% |
| Weighting of Top 10 | 35.36% | 6.7% | 93.6% | 19.92% |
| Weighting | Return Low | Return High | ARTMX % Rank | |
|---|---|---|---|---|
| Stocks | 97.92% | 5.68% | 128.37% | 44.78% |
| Cash | 2.08% | -28.36% | 90.76% | 53.13% |
| Preferred Stocks | 0.00% | 0.00% | 8.95% | 52.75% |
| Other | 0.00% | -9.13% | 12.79% | 58.06% |
| Convertible Bonds | 0.00% | 0.00% | 8.41% | 49.91% |
| Bonds | 0.00% | 0.00% | 60.37% | 50.66% |
| Weighting | Return Low | Return High | ARTMX % Rank | |
|---|---|---|---|---|
| Technology | 37.55% | 0.00% | 64.91% | 7.21% |
| Industrials | 19.96% | 0.00% | 40.82% | 28.65% |
| Healthcare | 19.72% | 0.00% | 35.79% | 12.33% |
| Consumer Cyclical | 11.31% | 1.18% | 47.93% | 79.89% |
| Financial Services | 7.74% | 0.00% | 42.38% | 51.42% |
| Basic Materials | 1.14% | 0.00% | 13.91% | 74.95% |
| Consumer Defense | 0.50% | 0.00% | 16.94% | 89.18% |
| Utilities | 0.00% | 0.00% | 11.40% | 64.14% |
| Real Estate | 0.00% | 0.00% | 41.91% | 92.79% |
| Energy | 0.00% | 0.00% | 14.77% | 88.61% |
| Communication Services | 0.00% | 0.00% | 18.08% | 82.54% |
| Weighting | Return Low | Return High | ARTMX % Rank | |
|---|---|---|---|---|
| US | 89.99% | 5.51% | 123.87% | 74.57% |
| 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% | 51.80% |
| Management Fee | 0.93% | 0.06% | 1.50% | 84.06% |
| 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% | 55.60% |
| ARTMX | Category Low | Category High | Category Mode | |
|---|---|---|---|---|
| Dividend Distribution Frequency | Annually | Annually | Semi-Annually | Annually |
| ARTMX | Category Low | Category High | ARTMX % Rank | |
|---|---|---|---|---|
| Net Income Ratio | -0.62% | -2.55% | 4.79% | 69.26% |
| ARTMX | Category Low | Category High | Capital Mode | |
|---|---|---|---|---|
| Capital Gain Distribution Frequency | Annually | Annually | Semi-Annually | Annually |
Manager
Start Date
Tenure
Tenure Rank
Oct 01, 2001
17.59
17.6%
James D. Hamel, CFA, is a managing director of Artisan Partners and a portfolio manager on the Growth team. In this role, he is the lead portfolio manager for the Artisan Global Opportunities Strategy and a portfolio manager for the Artisan U.S. Mid-Cap Growth, U.S. Small-Cap Growth and Global Discovery Strategies. Prior to joining Artisan Partners in May 1997, Mr. Hamel was a financial associate, cost analyst and operations manager of Kimberly-Clark Corporation from March 1990 through May 1997. He began his career at Carlson, Posten & Associates. Mr. Hamel holds a bachelor’s degree in finance from the University of Minnesota-Minneapolis where he was a three-time Academic All-American.
Manager
Start Date
Tenure
Tenure Rank
Jan 13, 2010
9.3
9.3%
Matthew H. Kamm, CFA, is a managing director of Artisan Partners and a portfolio manager on the Growth team. In this role, he is the lead portfolio manager for the Artisan U.S. Mid-Cap Growth Strategy and a portfolio manager for the Artisan Global Opportunities, U.S. Small-Cap Growth and Global Discovery Strategies. Prior to joining Artisan Partners in May 2003, Mr. Kamm was an associate equity research analyst at Banc of America Securities. Earlier in his career, he was a senior operations analyst for NYU Medical Center. Mr. Kamm holds a bachelor’s degree in public policy from Duke University and a master’s degree in business administration, with a specialty in finance and operations management, from New York University.
Manager
Start Date
Tenure
Tenure Rank
Jan 28, 2011
8.26
8.3%
Jason L. White, CFA, is a managing director of Artisan Partners and a portfolio manager on the Growth team. In this role, he is the lead portfolio manager for the Artisan Global Discovery Strategy and a portfolio manager for the Artisan Global Opportunities, U.S. Mid-Cap Growth and U.S. Small-Cap Growth Strategies. Prior to joining Artisan Partners in June 2000, Mr. White was a Lieutenant in the U.S. Navy, serving aboard the USS Lake Erie as the ship’s fire control officer. Mr. White holds a bachelor’s degree in history from the United States Naval Academy, where he graduated with distinction.
Manager
Start Date
Tenure
Tenure Rank
Sep 30, 2013
5.58
5.6%
Craigh A. Cepukenas, CFA, is a managing director of Artisan Partners and a portfolio manager on the Growth team. In this role, he is the lead portfolio manager for the Artisan U.S. Small-Cap Growth Strategy and a portfolio manager for the Artisan Global Opportunities, U.S. Mid-Cap Growth and Global Discovery Strategies. Prior to joining Artisan Partners in November 1995 as an analyst, Mr. Cepukenas was an equity research associate at Stein Roe & Farnham, where he began his career in 1989. Mr. Cepukenas holds a bachelor’s degree in economics from the University of Wisconsin-Madison and a master’s degree in business administration from the University of Chicago Booth School of Business.
Tenure Analysis
Category Low
0.0
Category High
33.21
Category Average
8.53
Category Mode
8.67
MUTUAL FUND EDUCATION
MUTUAL FUND EDUCATION
