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Artisan Mid Cap Investor (ARTMX)

33.82 -1.17 (-3.34%)
At close: October 30 at 8:08:17 PM EDT
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  • Previous Close 34.99
  • YTD Return 6.29%
  • Expense Ratio 1.21%
  • Category Mid-Cap Growth
  • Last Cap Gain 35.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Net Assets 2.88B
  • Beta (5Y Monthly) 1.17
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover --
  • Last Dividend 0.08
  • Inception Date Apr 1, 2015

The fund normally invests no less than 80% of its net assets plus any borrowings for investment purposes at market value at the time of purchase in the common stocks of medium-sized companies. The advisor defines a medium-sized company as one with a market capitalization greater than the market capitalization of the smallest company in the Russell Midcap® Index and less than three times the weighted average market capitalization of companies in the index.

Artisan Partners Funds

Fund Family

Mid-Cap Growth

Fund Category

2.88B

Net Assets

2015-04-01

Inception Date

Performance Overview

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Trailing returns as of 10/30/2026. Category is Mid-Cap Growth.

YTD Return

ARTMX
6.29%
Category
10.80%

1-Year Return

ARTMX
5.83%
Category
48.17%

3-Year Return

ARTMX
14.13%
Category
21.26%

5-Year Return

ARTMX
1.21%
Category
20.18%

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