Artisan Mid Cap Value Fund

Frequently Asked Questions About APHQX

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 $926.6M 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 Artisan Partners.

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.