Morningstar

Artisan Mid Cap Fund Institutional Class APHMX

Morningstar Medalist Rating
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Medalist Rating as of See Artisan Partners Investment Hub
  • NAV / 1-Day Return $43.63  /  +2.30 %
  • Fund Size $2.9B
  • Adjusted Expense Ratio 0.980%
  • Net Expense Ratio 0.970%
  • Fee Level: Distribution High
  • Share Class Type Institutional
  • Morningstar Category Mid-Cap Growth
  • Equity Style Box (Funds) Mid Growth
  • Minimum Initial Investment $1M
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 63%
NAV and 1-Day Return as of

Morningstar’s Analysis APHMX

Will APHMX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable APHMX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the APHMX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of APHMX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Continued patience is warranted.

Principal Jack Shannon

Jack Shannon

Principal

Summary

Artisan Mid Cap remains mired in a multiyear performance rut, but a thoughtful investment process and experienced leadership are reasons to remain optimistic. The team is sticking to its core investment philosophy, but the managers made changes to the analyst team, showing that they're not just hoping things will turn around.

by Jack Shannon
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Portfolio Holdings APHMX

More APHMX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 33.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

argenx SE ADR

4.81 139M
Healthcare

West Pharmaceutical Services Inc

4.17 120M
Healthcare

Lattice Semiconductor Corp

4.12 119M
Technology

Comfort Systems USA Inc

3.15 91M
Industrials

Ascendis Pharma AS

3.03 87M
Healthcare

RBC Bearings Inc

2.94 85M
Industrials

Twist Bioscience Corp

2.85 82M
Healthcare

Spotify Technology SA

2.78 80M
Communication Services

Woodward Inc

2.61 75M
Industrials

Insmed Inc

2.52 73M
Healthcare

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