Back to top
more

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

(NASDAQ Mutual Funds) As of Apr 1, 2026 06:15 PM ET

$31.09 USD

+0.29 (0.94%)

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

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 1.37 49
3 months -1.58 70
6 months 3.37 62
1 Year 14.64 46
3 Year 13.62 69
5 Year 2.01 92
10 Year 12.44 57

* 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

Mutual Funds Research & Tools

Search Similar Mutual Funds

Research similar Mutual Funds with higher ranks and performance ratings.

Mutual Funds Comparison View (minimum of 2)

Mutual Funds Screener

Narrow down the universe of 18,000+ funds we rank with our robust, yet easy-to-use mutual fund screeners. Select from up to 50 different data points to find the mutual funds that best Screen meet your unique criteria.

Portfolio Statistics

% Unrealized Gain 32.35
% Yield 0.00
% SEC Yield NA
Net Assets (Mil $) 2/28/2026 982.84
% Turnover 2/28/2026 125.08

Risk

3 Year 5 Year 10 Year
Beta 1.23 1.10 1.06
Alpha -9.73 -11.11 -2.89
R Squared 0.75 0.72 0.72
Std. Dev. 16.26 19.55 18.70
Sharpe 0.61 0.03 3.00

Sector / Country Weightings

As of 2/28/2026 % of Portfolio
Technology 25.51
Industrial Cyclical 14.15
Health 13.82
Other 13.62
Non-Durable 11.78
Retail Trade 7.81
Services 4.92
Finance 4.31
Energy 2.50
Consumer Durables 0.80
Utilities 0.78

Portfolio Holdings

Top Equity Holdings
(As of 12/31/2025)		 % of Portfolio Value (Mil$)
ARGENX SE ADR 5.00 163.20
ASCENDIS PHARMA AS ADR 4.61 150.37
INSMED INC 4.03 131.45
WEST PHARMACEUTICAL SERVI 3.24 105.72
DOORDASH INC 2.67 87.06
SPOTIFY TECHNOLOGY SA 2.62 85.64
BAKER HUGHES COMPANY 2.50 81.68
RBC BEARINGS INC 2.36 76.98
SHOPIFY INC 2.34 76.45

Stock Holding % of Net Assets

As Of 12/31/2025
Total Issues 64
Avg. P/E 27.81
Avg. P/Book 3.79
Avg. EPS Growth 7.43
Avg. Market Value (Mil $) 38,958

Composition

% of Portfolio
Stocks 98.96
Foreign Stocks 14.57
Cash 0.30
Bonds 0.00
Foreign Bonds 0.00
Preferred 0.00
Convertible 0.00
Other 0.73
Foreign Hedged 0.00

Style Analysis

% of Portfolio
Large Growth 15.07
Large Value 7.39
Small Growth 36.56
Small Value 0.00
Foreign Stock 10.68
Emerging Market 0.00
Precious Metal 0.00
Intermediate Bond 0.00
Foreign Bond 0.00
High Yield Bond 12.15