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Artisan Mid Cap Investor (ARTMX) Fund Ranking and Research

Ranking, Research and Recommendation of Artisan Mid Cap Investor (ARTMX) Fund

    Last Trade: $39.18 on 4/21/2017, Change: -0.04 (-0.1%)

 

Graph of Artisan Mid Cap Investor Fund (ARTMX) ManagerFund Manager - Matthew H. Kamm

Fund Manager Information

Fund Manager Tenure: 7.3 years
Fund Family: Artisan
Fund Category: Mid-Cap Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.71)     (What does this score mean?)

 

Graph of Artisan Mid Cap Investor Fund (ARTMX) ProfileArtisan Mid Cap Investor Fund (ARTMX) Profile

Fund Profile and Description

Artisan Mid Cap Investor Fund seeks maximum long-term capital growth. Artisan Mid Cap Investor Fund invests primarily in U.S. companies and invests no less than 80% in the common stocks of medium-sized companies with market caps greater than the market cap of the smallest company and less than three times the weighted average market cap of companies in the Russell Midcap® Index. The maximum investment in any single industry is 25% of the fund's net assets and no more than 5% of net assets may be invested in the securities of a single issuer. Artisan Mid Cap Investor Fund tries to maintain a cash position of no more than 5% of assets.

 

Artisan Mid Cap Investor (ARTMX) Fund Strength What we like about Artisan Mid Cap Investor (ARTMX) Fund

Data for Artisan Mid Cap Investor Fund (ARTMX) as of May 30, 2016

  • Artisan Mid Cap Investor Fund (ARTMX) management has been with Artisan Mid Cap Investor Fund for 7.3 years
  • Artisan Mid Cap Investor Fund (ARTMX) has good short-term performance (1-year return -3.45% vs -5.73% Mid-Cap Growth category median performance)
  • Artisan Mid Cap Investor Fund (ARTMX) has good mid-term performance (3-year return 8.89% vs 8.38% Mid-Cap Growth category median performance)
  • Artisan Mid Cap Investor Fund (ARTMX) has good Long-term performance (5-year return 9.28% vs 7.70% Mid-Cap Growth category median performance)
  • Artisan Mid Cap Investor Fund (ARTMX) ratio of up-years vs down years is greater than 2
  • Artisan Mid Cap Investor Fund (ARTMX) has a Morningstar rating of 4 and above
  • Artisan Mid Cap Investor Fund (ARTMX) has a lower expense ratio than its Mid-Cap Growth average: 1.19% vs 1.28%
  • Artisan Mid Cap Investor Fund (ARTMX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Artisan Mid Cap Investor Fund (ARTMX) Weakness What we are cautious about Artisan Mid Cap Investor (ARTMX) Fund

Data for Artisan Mid Cap Investor Fund (ARTMX) as of May 30, 2016

  • Artisan Mid Cap Investor Fund (ARTMX) has an annual stock turnover rate of 51.39% that is higher than the Mid-Cap Growth average of 50.96%. This could mean Artisan Mid Cap Investor is more nimble, but also signal potential high tax impact and high trading fees
  • Artisan Mid Cap Investor Fund (ARTMX) is more volatile than its peers as it has a 3-year Standard Deviation of 15.11 that is higher than category average of 13.49
See Artisan Mid Cap Investor Fund (ARTMX) performance details as of May 30, 2016

 

What do you think?

 

Compare Artisan Mid Cap Investor Fund (ARTMX)Compare with other top Mid-Cap Growth category mutual funds

Aadditional top Mid-Cap Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Artisan Mid Cap Investor-0.95-3.458.899.28
Akre Focus Instl (AKRIX)3.591.8011.1515.02Compare
Baron Asset Instl (BARIX)1.54-1.9810.2810.08Compare
Bright Rock Mid Cap Growth Instl (BQMGX)8.534.539.875.79Compare

See top fund managers for Mid-Cap Growth Category Funds

 

Compare Artisan Mid Cap Investor Fund (ARTMX)Compare with Mid-Cap Growth category ETFs

Some Mid-Cap Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
Guggenheim S&P MidCap 400 Pure Gr ETF (RFG)000
PowerShares Russell Midcap Pure Gr ETF (PXMG)-0.83%-6.85%5.24%
RevenueShares NavellierOverall A-100 ETF (RWV)1.16%-5.74%7.25%
iShares Morningstar Mid-Cap Growth (JKH)1.51%-5.25%9.06%
Vanguard Mid-Cap Growth ETF (VOT)3.05%-4.02%9.94%

 

Graph of Artisan Mid Cap Investor Fund (ARTMX) Net Asset TrackingArtisan Mid Cap Investor (ARTMX) Fund Net Asset

Track net asset change of Artisan Mid Cap Investor fund (ARTMX)

DateNet Asset
05/2016$8.12B
03/2016$8.16B
02/2016$7.82B
More historic net asset information on Artisan Mid Cap Investor Fund (ARTMX)

  

Graph of Artisan Mid Cap Investor Fund (ARTMX) Portfolio TrackingArtisan Mid Cap Investor (ARTMX) Fund Portfolio Allocation

Track portfolio allocation change of Artisan Mid Cap Investor fund (ARTMX)

DateCashStockBondOther
03/20164.3%95.7%0%0%
12/20154.66%95.34%0%0%
09/20155.66%94.34%0%0%
Click here to see more historic asset allocation information on Artisan Mid Cap Investor Fund (ARTMX)

 

graph of Artisan Mid Cap Investor Fund (ARTMX) Top 10 Position TrackingTop 10 Holdings in Artisan Mid Cap Investor (ARTMX) Fund

Discover what Artisan Mid Cap Investor Fund (ARTMX) manager is buying

Mar 30, 2016
LKQ Corporation [4.71%]
IHS Inc. IHS Inc. Class A Commo [4.29%]
Boston Scientific Corporation C [3.88%]
McGraw Hill Financial, Inc. Com [3.61%]
Fortune Brands Home & Security, [3.3%]
Global Payments Inc. Common Sto [3.29%]
AMETEK, Inc. [3.25%]
Regeneron Pharmaceuticals, Inc. [3.05%]
Electronic Arts Inc. [2.52%]
Tractor Supply Company [2.33%]

Dec 30, 2015
Regeneron Pharmaceuticals, Inc. [4.32%]
LKQ Corporation [4.15%]
IHS Inc. IHS Inc. Class A Commo [3.98%]
AMETEK, Inc. [3.57%]
Fortune Brands Home & Security, [3.31%]
McGraw Hill Financial, Inc. Com [3.25%]
Electronic Arts Inc. [3.02%]
Global Payments Inc. Common Sto [2.93%]
Boston Scientific Corporation C [2.77%]
Signet Jewelers Limited Common [2.44%]

Sep 29, 2015
Regeneron Pharmaceuticals, Inc. [4.56%]
IHS Inc. IHS Inc. Class A Commo [4.05%]
LKQ Corporation [3.77%]
AMETEK, Inc. [3.57%]
Electronic Arts Inc. [3.09%]
Fortune Brands Home & Security, [2.94%]
Illumina, Inc. [2.87%]
McGraw Hill Financial, Inc. Com [2.77%]
Chipotle Mexican Grill, Inc. Co [2.75%]
Signet Jewelers Limited Common [2.74%]
Click here for Stock Holding Change Map in Artisan Mid Cap Investor Fund (ARTMX)

  

Latest News on Artisan Mid Cap Investor (ARTMX) Fund

See what is happening with Artisan Mid Cap Investor Fund (ARTMX)

 

Artisan Mid Cap Investor Fund (ARTMX) Related ResourcesSee more information on Artisan Mid Cap Investor (ARTMX) Fund

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