Artisan Mid Cap Fund Inv Shs

Frequently Asked Questions About ARTMX

What does ARTMX invest in?

The fund generally allocates a minimum of 80% of its total assets, which includes any capital borrowed for investment purposes, to common stock issued by mid-sized corporations. These investments are valued at their market price upon acquisition. The fund's management defines a medium-sized company as one with a market capitalization that is greater than the smallest firm in the Russell Midcap® Index, but simultaneously less than three times the weighted average market capitalization of the companies comprising that index.

What is the expense ratio of ARTMX?

Artisan Mid Cap Fund Inv Shs (ARTMX) charges an expense ratio of 1.21%. This is the annual fee deducted from fund assets to cover management and operations.

How big is ARTMX?

Artisan Mid Cap Fund Inv Shs (ARTMX) manages $3.19B 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 ARTMX actively managed or an index fund?

ARTMX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was ARTMX launched?

Artisan Mid Cap Fund Inv Shs (ARTMX) launched in June 1997 and is managed by the fund issuer.

How has ARTMX performed?

ARTMX'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.