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Artisan Mid Cap Fd Insti Shs: (MF: APHMX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 06:05 PM ET

$39.88 USD

+0.24 (0.61%)

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

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2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 1.39 49
3 months -1.52 70
6 months 3.49 61
1 Year 14.91 45
3 Year 13.89 68
5 Year 2.24 92
10 Year 12.70 53

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of Feb 28, 2026

1 Year 15.04
5 Year 2.36
10 Year 11.07
Since Inception 10.95

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -7.35 14.49 8.83 -0.34
2024 10.43 -5.63 2.56 4.97
2023 12.43 4.49 -2.90 8.96
2022 -15.46 -22.39 -2.41 -1.07
2021 -2.30 10.51 3.11 -0.66

Annual Return

20262025202420232022202120202019201820172016
% Total Return 1.3915.0412.1924.29-36.6610.6059.1038.46-3.7620.73-0.64
% Total Return Rel to Index -0.92-3.17-12.83-1.94-18.46-18.0840.706.970.62-1.05-12.58
% Total Return Rel to Peer -1.002.33-7.201.29-16.97-11.4539.1810.043.090.06-8.46
% Perf Quintile vs Peer* 4.003.000.003.005.005.001.001.002.003.005.00
% Dividends 0.000.000.000.000.160.000.000.000.000.000.00
% Yield 0.000.000.000.000.460.000.000.000.000.000.00
Capital Gains ($) 0.006.335.230.000.008.597.184.537.975.703.34
Expense Ratio 0.000.970.960.960.950.950.950.960.950.950.95

* 1 = Top 20%, 5 = Bottom 20%