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Artisan Mid Cap Value Investor (ARTQX) Fund Ranking and Research

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

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Graph of Artisan Mid Cap Value Investor Fund (ARTQX) ManagerFund Manager - James C. Kieffer

Fund Manager Information

Fund Manager Tenure: 18.1 years
Fund Family: Artisan
Fund Category: Mid-Cap Value
Fund Performance: May 30, 2016
Fundmojo Fund Grade: C (Score: 0.5)     (What does this score mean?)
James C. Kieffer, CFA is a managing director of Artisan and portfolio co-manager for Artisan Small Cap Value Fund, Artisan Mid Cap Value Fund, Artisan Value Fund and the firm's U.S. value separate account portfolios. Prior to joining Artisan, Mr. Kieffer was a research analyst at the investment firm McColl Partners. Mr. Kieffer began his investment career at Wachovia Corporation working with Scott Satterwhite from 1989 to 1996, initially as a personal trust portfolio manager and later as a general equities and small-cap value research analyst in the institutional portfolio group.  Get more insights on James C. Kieffer

 

Graph of Artisan Mid Cap Value Investor Fund (ARTQX) ProfileArtisan Mid Cap Value Investor Fund (ARTQX) Profile

Fund Profile and Description

Artisan Mid Cap Value Investor Fund seeks maximum long-term capital growth. Artisan Mid Cap Value Investor Fund invests primarily in U.S. companies and, under normal market conditions, the fund invests no less than 80% of net assets in the common stocks of medium-sized companies with a market capitalization greater than the market capitalization of the smallest company in the Russell Mid-cap Index and less than three times the weighted average market capitalization of companies in that index. The maximum investment in any single industry is 25% of net assets and no more than 5% may be invested in securities of a single issuer.

 

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

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

  • Artisan Mid Cap Value Investor Fund (ARTQX) management has been with Artisan Mid Cap Value Investor Fund for 18.1 years
  • Artisan Mid Cap Value Investor Fund (ARTQX) has good short-term performance (1-year return -2.88% vs -3.20% Mid-Cap Value category median performance)
  • Artisan Mid Cap Value Investor Fund (ARTQX) ratio of up-years vs down years is greater than 2
  • Artisan Mid Cap Value Investor Fund (ARTQX) has an annual stock turnover rate of 31.18% vs Mid-Cap Value average of 53.78%. It is good that Artisan Mid Cap Value Investor management does not trade extensively for its return.
  • Artisan Mid Cap Value Investor Fund (ARTQX) is less volatile than its peers as it has a 3-year Standard Deviation of 12.32, lower than category average of 12.6
  • Artisan Mid Cap Value Investor Fund (ARTQX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

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

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

  • Artisan Mid Cap Value Investor Fund (ARTQX) has a less-than-ideal mid-term performance (3-year return 5.07% vs 8.20% Mid-Cap Value category median performance)
  • Artisan Mid Cap Value Investor Fund (ARTQX) has a less-than-ideal Long-term performance (5-year return 7.64% vs 8.87% Mid-Cap Value category median performance)
  • Artisan Mid Cap Value Investor Fund (ARTQX) has a Morningstar rating of 3 and below
  • Artisan Mid Cap Value Investor Fund (ARTQX) is less safe compared to its Mid-Cap Value peers
  • Artisan Mid Cap Value Investor Fund (ARTQX) does not have a good risk adjusted return as its 3-year Alpha of -4.98 is worse than category average of -2.7, and its 3-year Sharpe ratio is 0.46
  • Artisan Mid Cap Value Investor Fund (ARTQX) has a higher expense ratio of 1.19% than its Mid-Cap Value average of 1.18%
  • Asset base in Artisan Mid Cap Value Investor Fund (ARTQX) has been consistently decreasing in the last 2 months. It shows lacks of investor confidence and market support
See Artisan Mid Cap Value Investor Fund (ARTQX) performance details as of May 30, 2016

 

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Compare Artisan Mid Cap Value Investor Fund (ARTQX)Compare with other top Mid-Cap Value category mutual funds

Aadditional top Mid-Cap Value mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Artisan Mid Cap Value Investor10.40-2.885.077.64
American Century Mid Cap Value C (ACCLX)9.334.3411.1311.06Compare
VY American Century Small-Mid Cap Val S2 (ISMSX)8.163.3910.7310.75Compare
JHancock Disciplined Value Mid Cap Adv (JVMVX)4.440.4912.5512.11Compare

See top fund managers for Mid-Cap Value Category Funds

 

Compare Artisan Mid Cap Value Investor Fund (ARTQX)Compare with Mid-Cap Value category ETFs

Some Mid-Cap Value ETFs for your consideration

ETFYear to DateOne YearThree Year
iShares Select Dividend (DVY)11.18%9.44%12.25%
PowerShares High Yld Eq Div Achiev ETF (PEY)14.38%16.97%16.38%
PowerShares Russell Midcap Pure Val ETF (PXMV)11.24%1.03%10.35%
Vanguard Mid-Cap Value ETF (VOE)000
SPDR S&P 400 Mid Cap Value ETF (MDYV)000

 

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

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

DateNet Asset
05/2016$4.77B
03/2016$4.85B
02/2016$4.89B
More historic net asset information on Artisan Mid Cap Value Investor Fund (ARTQX)

  

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

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

DateCashStockBondOther
03/201610.18%89.82%0%0%
12/20155.08%94.92%0%0%
09/20156.19%93.81%0%0%
Click here to see more historic asset allocation information on Artisan Mid Cap Value Investor Fund (ARTQX)

 

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

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

Mar 30, 2016
Arrow Electronics, Inc. Common [3.09%]
Avnet, Inc. Common Stock [3.08%]
Air Lease Corporation Class A C [2.98%]
Alleghany Corporation Common St [2.91%]
Mosaic Company (The) Common Sto [2.69%]
Apache Corporation Common Stock [2.69%]
Devon Energy Corporation Common [2.68%]
Hess Corporation Common Stock [2.5%]
Omnicom Group Inc. Common Stock [2.32%]
Jacobs Engineering Group Inc. C [2.22%]

Dec 30, 2015
Avnet, Inc. Common Stock [3.3%]
Alleghany Corporation Common St [3.1%]
Arrow Electronics, Inc. Common [2.87%]
Allstate Corporation (The) Comm [2.5%]
Arch Capital Group Ltd. [2.49%]
Celanese Corporation Celanese C [2.45%]
SCANA Corporation Common Stock [2.43%]
Omnicom Group Inc. Common Stock [2.34%]
Torchmark Corporation Common St [2.31%]
Aon plc Class A Ordinary Shares [2.27%]

Sep 29, 2015
Avnet, Inc. Common Stock [3.2%]
Alleghany Corporation Common St [2.95%]
Arrow Electronics, Inc. Common [2.85%]
Arch Capital Group Ltd. [2.74%]
Allstate Corporation (The) Comm [2.28%]
Torchmark Corporation Common St [2.23%]
SCANA Corporation Common Stock [2.2%]
FLIR Systems, Inc. [2.16%]
Aon plc Class A Ordinary Shares [2.12%]
Celanese Corporation Celanese C [2.1%]
Click here for Stock Holding Change Map in Artisan Mid Cap Value Investor Fund (ARTQX)

  

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