Breaking News
Get 40% Off 0
💰 Buffett reveals a $6.7B stake in Chubb. Copy the full portfolio for FREE with InvestingPro’s Stock Ideas tool Copy Portfolio
Close

Artisan Mid Cap Value Fund Institutional Class (APHQX)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from a Portfolio Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
15.94 -0.03    -0.19%
17/05 - Closed. Currency in USD ( Disclaimer )
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 555.57M
Artisan Mid Cap Value Institutional 15.94 -0.03 -0.19%

APHQX Overview

 
Find basic information about the Artisan Mid Cap Value Fund Institutional Class mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add APHQX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
Loading
Last Update:
  • 1 Day
  • 1 Week
  • 1 Month
  • 3 Months
  • 6 Months
  • 1 Year
  • 5 years
  • Max
Rating
1-Year Change - 2.14%
Prev. Close15.97
Risk Rating
TTM Yield0.84%
ROE23.77%
IssuerN/A
Turnover27.81%
ROA5.78%
Inception Date40940
Total Assets555.57M
Expenses1%
Min. Investment1,000,000
Market Cap16.42B
CategoryMid - Cap Value
What is your sentiment on Artisan Mid Cap Value Institutional?
or
Market is currently closed. Voting is open during market hours.

Artisan Mid Cap Value Fund Institutional Class News


Artisan Mid Cap Value Fund Institutional Class Analysis


Performance

Create Alert
Add to Watchlist
Add to/Remove from a Portfolio  
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 987 993 1107 1073 1417 1845
Fund Return -1.3% -0.72% 10.73% 2.39% 7.22% 6.32%
Place in category 371 395 294 329 257 248
% in Category 90 98 72 83 73 85

Top Equity Funds by Artisan Partners Funds

  Name Rating Total Assets YTD% 3Y% 10Y%
  Artisan International Value Instl 20.39B 2.87 7.24 7.21
  Artisan International Value Advisor 9.42B 2.84 7.14 -
  Artisan Mid Cap Advisor 4.65B 3.44 -4.82 -
  Artisan Mid Cap Institutional 4.65B 3.46 -4.74 10.00
  Artisan Mid Cap Investor 4.65B 3.42 -4.95 9.75

Top Funds for Mid-Cap Value Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Fidelity Low-Priced Stock 24.19B 4.70 5.98 9.15
  JHancock Disciplined Value Mid Cap 14.35B 3.22 5.93 9.67
  Vanguard Mid-Cap Value Index Admira 11.94B 3.31 4.18 8.39
  Victory Sycamore Established Value6 10.3B 3.71 6.17 11.09
  MFS Mid Cap Value R6 9.54B 4.19 5.72 8.95

Top Holdings

Name ISIN Weight % Last Change %
First Citizens BancShares Inc Class A - 4.03 - -
Vontier Corp Ordinary Shares - 3.90 - -
Analog Devices Inc - 3.66 - -
U-Haul Holding Co Ordinary Shares - Series N - 3.11 - -
Lamar Advertising Co Class A - 2.82 - -

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Neutral Sell
Technical Indicators Strong Buy Strong Buy Strong Sell
Summary Strong Buy Buy Strong Sell
Comment Guidelines

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind: 

  • Enrich the conversation
  • Stay focused and on track. Only post material that’s relevant to the topic being discussed.
  • Be respectful. Even negative opinions can be framed positively and diplomatically.
  •  Use standard writing style. Include punctuation and upper and lower cases.
  • NOTE: Spam and/or promotional messages and links within a comment will be removed
  • Avoid profanity, slander or personal attacks directed at an author or another user.
  • Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

APHQX Comments

Write your thoughts about Artisan Mid Cap Value Fund Institutional Class
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

Are you sure you want to block %USER_NAME%?

By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.

%USER_NAME% was successfully added to your Block List

Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Google
or
Sign up with Email