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Artisan Mid Cap Value Fund Institutional Class (APHQX)

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15.23 -0.19 -1.23%

28/03 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 585.07M

Type: Fund

Market: United States

Issuer: Artisan

Asset Class: Equity

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APHQX Overview

Find basic information about the Artisan Mid Cap Value Fund Institutional Class mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add APHQX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Rating

1-Year Change - 6.56%

Prev. Close15.42

Risk Rating

TTM Yield0.71%

ROE20.98%

IssuerArtisan

Turnover23.41%

ROA5.25%

Inception Date40940

Total Assets585.07M

Expenses1.11%

Min. Investment1,000,000

Market Cap14.14B

CategoryMid - Cap Value

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Artisan Mid Cap Value Fund Institutional Class News

Citadel's clients retain profits despite elective distribution offer By Investing.com - Jan 02, 2025

Investing.com -- Citadel, the multistrategy hedge fund, recently offered its clients an opportunity to cash out their profits following a successful year. However, a significant...

The Insight Select Income Fund Declares $0.20 Quarterly Dividend; 5.1% Yield By Investing.com - Dec 08, 2023

The Insight Select Income Fund (INSI) declared a quarterly dividend of $0.20 per share, or $0.8 annualized. The dividend will be payable on December 27, 2023, to stockholders of...

Federal court supports Biden's ESG policy for retirement plans By Investing.com - Sep 22, 2023

In a significant ruling on Thursday, a federal court in Amarillo, Texas, upheld a Biden administration policy that encourages the integration of environmental, social, and...

Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1025	962	1057	1139	1696	1923
Fund Return	2.45%	-3.83%	5.69%	4.43%	11.15%	6.75%
Place in category	136	99	372	321	250	222
% in Category	38	27	89	82	71	79

Top Equity Funds by Artisan Partners Funds

Name	Total Assets	YTD%	3Y%	10Y%
Artisan International Value Instl	22.6B	6.17	10.21	7.91
Artisan International Value Advisor	11.12B	6.13	10.11	-
Artisan Mid Cap Advisor	4.01B	1.47	1.88	-
Artisan Mid Cap Institutional	4.01B	1.51	1.98	9.53
Artisan Mid Cap Investor	4.01B	1.47	1.76	9.28

Top Funds for Mid-Cap Value Category

Name	Total Assets	YTD%	3Y%	10Y%
Fidelity Low-Priced Stock	20.95B	0.88	6.36	8.48
JHancock Disciplined Value Mid Cap	13.29B	2.15	7.34	9.04
Vanguard Mid-Cap Value Index Admira	12.89B	2.61	6.94	8.47
Victory Sycamore Established Value6	9.86B	1.70	7.31	10.52
MFS Mid Cap Value R6	8.94B	0.75	6.83	9.01

Top Holdings

Name	ISIN	Weight %	Last	Change %
First Citizens BancShares	US31946M1036	3.86	1,835.10	-2.39%
U-Haul Holding Co Ordinary Shares - Series N	US0235865062	3.21	-	-
Lamar	US5128161099	3.09	112.46	-0.08%
Vontier	US9288811014	3.04	32.80	-2.21%
Expedia	US30212P3038	3.02	168.10	-0.57%

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Strong Sell	Strong Sell	Strong Sell
Technical Indicators	Strong Sell	Strong Sell	Strong Sell
Summary	Strong Sell	Strong Sell	Strong Sell

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Artisan Mid Cap V.	15.23	-0.19	-1.23%