Artisan Mid Cap Value Fd Investor Shs

Frequently Asked Questions About ARTQX

What does ARTQX invest in?

This fund aims to achieve the highest possible capital appreciation over an extended period. Ordinarily, it commits at least 80% of its total assets—including any capital borrowed for investment—to purchasing common shares of mid-sized enterprises. This investment is valued at the market price at the moment of acquisition. The fund's management characterizes a medium-sized company as one whose market capitalization is larger than that of the smallest company within the Russell Midcap® Index, but simultaneously less than three times the weighted average market capitalization of all companies in that index.

What is the expense ratio of ARTQX?

Artisan Mid Cap Value Fd Investor Shs (ARTQX) charges an expense ratio of 1.18%. This is the annual fee deducted from fund assets to cover management and operations.

How big is ARTQX?

Artisan Mid Cap Value Fd Investor Shs (ARTQX) 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 ARTQX actively managed or an index fund?

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

When was ARTQX launched?

Artisan Mid Cap Value Fd Investor Shs (ARTQX) launched in March 2001 and is managed by the fund issuer.

How has ARTQX performed?

ARTQX'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.