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Artisan Mid Cap Value Fund Institutional Class (APHQX)

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14.79 +0.08    +0.54%
08/05 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 565.19M
Artisan Mid Cap Value Institutional 14.79 +0.08 +0.54%

APHQX Overview

 
Find basic information about the Artisan Mid Cap Value Fund Institutional Class mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add APHQX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change - 5.95%
Prev. Close14.71
Risk Rating
TTM Yield0.76%
ROE20.07%
IssuerN/A
Turnover23.41%
ROA4.77%
Inception Date40940
Total Assets565.19M
Expenses1.11%
Min. Investment1,000,000
Market Cap14.13B
CategoryMid - Cap Value
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Artisan Mid Cap Value Fund Institutional Class News


Artisan Mid Cap Value Fund Institutional Class Analysis


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 947 928 1005 1100 1842 1780
Fund Return -5.29% -7.21% 0.52% 3.24% 13% 5.94%
Place in category 188 127 309 313 216 222
% in Category 51 34 72 81 64 79

Top Equity Funds by Artisan Partners Funds

  Name Rating Total Assets YTD% 3Y% 10Y%
  Artisan International Value Instl 22.54B 6.80 12.02 7.94
  Artisan International Value Advisor 11.43B 6.74 11.91 7.85
  Artisan Mid Cap Advisor 3.59B -6.33 4.41 8.60
  Artisan Mid Cap Institutional 3.59B -6.27 4.51 8.70
  Artisan Mid Cap Investor 3.59B -6.37 4.27 8.44

Top Funds for Mid-Cap Value Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  JHancock Disciplined Value Mid Cap 13.11B -4.23 6.73 8.41
  Vanguard Mid-Cap Value Index Admira 12.49B -3.03 5.52 7.89
  Victory Sycamore Established Value6 9.66B -5.50 4.86 9.77
  MFS Mid Cap Value R6 8.79B -6.42 6.12 8.15
  Bridge Builder Small/Mid Cap Value 7.86B -7.18 5.45 7.09

Top Holdings

Name ISIN Weight % Last Change %
  Genpact BMG3922B1072 3.38 42.04 -15.16%
  First Citizens BancShares US31946M1036 3.16 1,830.22 +1.98%
U-Haul Holding Co Ordinary Shares - Series N US0235865062 3.09 - -
  OGE Energy US6708371033 3.02 44.34 -1.90%
  Lamar US5128161099 3.01 115.27 -2.65%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Neutral Sell Strong Sell
Technical Indicators Strong Buy Strong Sell Strong Sell
Summary Buy Strong Sell Strong Sell
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