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Artisan Mid Cap Fund Inv Shs: (MF: ARTMX)
(NASDAQ Mutual Funds) As of May 3, 2024 08:00 PM ET
$36.52 USD
+0.28 (0.77%)
Zacks MF Rank
4-Sell of 5 4
Fund Description
The fund was incepted in June 1997 and is managed by Artisan Partners Limited. The fund pursues long-term capital growth through a diversified portfolio of stocks of mid-sized companies that exhibit franchise characteristics. Companies that hold an established franchise often possess a proprietary technology, an established brand name or another competitive advantage that allows them to achieve a dominant position in their marketplace. This franchise can often protect a company from some effects of competition and provide for sustained long-term growth of earnings and profitability. The fund declares dividends and capital gains annually.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| Artisan Mid Cap Investor | ARTMX | NA | NA | 0.00 | 0.00 | 0.94 | 1.20 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| Artisan Mid Cap Fund Inv | ARTMX | 36.52 | 6/27/1997 | 0.00 | 21.83 | -0.76 | 11.46 |
| Artisan Mid Cap Fund Inst | APHMX | 45.84 | 5/26/2011 | 0.00 | 22.09 | -0.53 | 11.72 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| Artisan Mid Cap Investor | ARTMX | 1000 | 0 | 0 | A |
Contact Information
| Family | Artisan Funds |
| Address | c/o Boston Financial Boston, MA 02266-8412 |
| Phone | 800 344-1770 |