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

(NASDAQ Mutual Funds) As of May 11, 2026 06:06 PM ET

$33.58 USD

+0.32 (0.96%)

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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3-Hold of 5     3    

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Mar 31, 2026

Total Return %* Percentile Rank Objective
YTD -5.89 65
3 months -5.89 65
6 months -6.30 69
1 Year 16.62 40
3 Year 10.09 80
5 Year 1.37 92
10 Year 10.77 61

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 149.47
Bear Market (10/07 - 2/09) -52.05
Bull Market (2/09 - 3/21) 963.74

Load Adjusted Returns as of Mar 31, 2026

1 Year 16.62
5 Year 1.36
10 Year 10.77
Since Inception 12.26

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -5.89 NA NA NA
2025 -7.40 14.39 8.80 -0.43
2024 10.40 -5.72 2.51 4.93
2023 12.37 4.44 -2.94 8.85
2022 -15.52 -22.46 -2.43 -1.13
2021 -2.35 10.44 3.05 -0.71

Annual Return

20262025202420232022202120202019201820172016
% Total Return -5.8914.7511.9623.99-36.8110.3458.7538.13-4.0120.47-0.89
% Total Return Rel to Index 0.69-3.46-13.06-2.25-18.61-18.3340.356.640.38-1.32-12.83
% Total Return Rel to Peer -0.422.04-7.430.99-17.12-11.7138.839.702.85-0.20-8.71
% Perf Quintile vs Peer* 3.003.004.003.005.005.001.001.002.003.005.00
% Dividends 0.000.000.000.000.080.000.000.000.000.000.00
% Yield 0.000.000.000.000.270.000.000.000.000.000.00
Capital Gains ($) 0.006.335.230.000.008.597.184.537.975.703.34
Expense Ratio 0.001.201.191.201.181.181.181.191.181.181.18

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