- What does APHQX invest in?
- The fund normally invests no less than 80% of its net assets plus any borrowings for investment purposes at market value at the time of purchase in the common stocks of medium-sized companies. The advisor defines a medium-sized company as one with a market capitalization greater than the market capitalization of the smallest company in the Russell Midcap® Index and less than three times the weighted average market capitalization of companies in that index.
- What is the expense ratio of APHQX?
- Artisan Mid Cap Value Fund (APHQX) charges an expense ratio of 0.96%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is APHQX?
- Artisan Mid Cap Value Fund (APHQX) manages $902.4M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
- Is APHQX actively managed or an index fund?
- APHQX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.
- When was APHQX launched?
- Artisan Mid Cap Value Fund (APHQX) launched in February 2012 and is managed by the fund issuer.
- How has APHQX performed?
- APHQX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
