Morningstar

Artisan Mid Cap Value Investor ARTQX

Morningstar Medalist Rating
Medalist Rating as of | See Artisan Partners Investment Hub
  • NAV / 1-Day Return 16.88  /  +0.30 %
  • Total Assets 1.2 Bil
  • Adj. Expense Ratio
    1.140%
  • Expense Ratio 1.140%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Mid-Cap Value
  • Investment Style Mid Value
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.59%
  • Turnover 28%

USD | NAV as of Sep 27, 2024 | 1-Day Return as of Sep 27, 2024, 10:44 PM GMT+0

Morningstar’s Analysis ARTQX

Will ARTQX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable ARTQX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the ARTQX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of ARTQX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Blending value and quality.

Analyst Drew Carter

Drew Carter

Analyst

Summary

Artisan Mid Cap Value’s contrarian process delivers a portfolio of financially strong companies, but its team has more to prove.

by Drew Carter
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings ARTQX

More ARTQX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 31.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Analog Devices Inc

4.55 50.7 Mil
Technology

First Citizens BancShares Inc Class A

4.47 49.9 Mil
Financial Services

Vontier Corp Ordinary Shares

3.13 35.0 Mil
Technology

Lamar Advertising Co Class A

3.04 34.0 Mil
Real Estate

U-Haul Holding Co Ordinary Shares - Series N

3.01 33.6 Mil
Industrials

News Corp Class A

2.91 32.5 Mil
Communication Services

Arch Capital Group Ltd

2.78 31.0 Mil
Financial Services

nVent Electric PLC

2.58 28.8 Mil
Industrials

Expedia Group Inc

2.58 28.8 Mil
Consumer Cyclical

NOV Inc

2.50 27.9 Mil
Energy

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