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Artisan Mid Cap Fund Inv Shs: (MF: ARTMX)

(NASDAQ Mutual Funds) As of Feb 27, 2026 06:00 PM ET

$33.18 USD

-0.26 (-0.78%)

Zacks MF Rank

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Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jan 31, 2026

Total Return %* Percentile Rank Objective
YTD 0.52 65
3 months -2.80 77
6 months 6.23 61
1 Year 7.78 67
3 Year 13.49 61
5 Year 2.71 92
10 Year 12.13 59

* Annual for three years and beyond.

Zacks Premium Research for ARTMX

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Buy 2
MF Report

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Portfolio Statistics

% Unrealized Gain 36.37
% Yield NA
% SEC Yield NA
Net Assets (Mil $) 1/31/2026 982.84
% Turnover 1/31/2026 125.08

Risk

3 Year 5 Year 10 Year
Beta 1.20 1.11 1.06
Alpha -8.77 -11.27 -3.26
R Squared 0.74 0.72 0.73
Std. Dev. 16.27 19.65 18.73
Sharpe 0.60 0.07 3.00

Sector / Country Weightings

As of 1/31/2026 % of Portfolio
Technology 29.71
Industrial Cyclical 13.73
Health 11.99
Non-Durable 11.74
Other 11.08
Retail Trade 8.46
Finance 4.50
Services 4.37
Energy 2.72
Utilities 0.97
Consumer Durables 0.73

Portfolio Holdings

Top Equity Holdings
(As of 9/30/2025)
% of Portfolio Value (Mil$)
ARGENX SE ADR 5.26 196.37
ASCENDIS PHARMA AS ADR 4.36 162.64
SPOTIFY TECHNOLOGY SA 3.20 119.41
INSMED INC 3.19 119.17
WEST PHARMACEUTICAL SERVI 3.03 113.09
DOORDASH INC 2.87 106.97
BAKER HUGHES COMPANY 2.72 101.37
IRHYTHM TECHNOLOGIES INC 2.63 98.20
LIVE NATION ENTERTAINMENT 2.56 95.65

Stock Holding % of Net Assets

As Of 9/30/2025
Total Issues 63
Avg. P/E 27.28
Avg. P/Book 4.00
Avg. EPS Growth 6.3
Avg. Market Value (Mil $) 44,252

Composition

% of Portfolio
Stocks 99.91
Foreign Stocks 16.39
Cash 1.15
Bonds 0.00
Foreign Bonds 0.00
Preferred 0.00
Convertible 0.00
Other -1.05
Foreign Hedged 0.00

Style Analysis

% of Portfolio
Large Growth 14.02
Large Value 0.00
Small Growth 38.43
Small Value 0.00
Foreign Stock 18.25
Emerging Market 0.00
Precious Metal 0.00
Intermediate Bond 0.00
Foreign Bond 0.00
High Yield Bond 10.65