Artisan Mid Cap Fund Quote
| APHQX Fund | USD 15.46 0.03 0.19% |
PerformanceGood
| Odds Of DistressLow
|
Artisan Mid is trading at 15.46 as of the 20th of July 2025; that is 0.19 percent down since the beginning of the trading day. The fund's open price was 15.49. Artisan Mid has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. The performance scores are derived for the period starting the 21st of April 2025 and ending today, the 20th of July 2025. Click here to learn more.
The fund normally invests no less than 80 percent 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.. More on Artisan Mid Cap
Moving together with Artisan Mutual Fund
Artisan Mutual Fund Highlights
| Fund Concentration | Artisan Funds, Large Funds, Mid-Cap Value Funds, Mid-Cap Value, Artisan (View all Sectors) |
| Update Date | 30th of June 2025 |
Artisan Mid Cap [APHQX] is traded in USA and was established 20th of July 2025. Artisan Mid is listed under Artisan category by Fama And French industry classification. The fund is listed under Mid-Cap Value category and is part of Artisan family. This fund presently has accumulated 3.3 B in assets under management (AUM) with no minimum investment requirementsArtisan Mid Cap is currently producing year-to-date (YTD) return of 2.26% with the current yeild of 0.01%, while the total return for the last 3 years was 8.79%.
Check Artisan Mid Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Artisan Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Artisan Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Artisan Mid Cap Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Artisan Mid Cap Mutual Fund Constituents
| NOV | NOV Inc | Stock | Energy | |
| GNTX | Gentex | Stock | Consumer Discretionary | |
| PGR | Progressive Corp | Stock | Financials | |
| MAR | Marriott International | Stock | Consumer Discretionary | |
| ARW | Arrow Electronics | Stock | Information Technology | |
| XRAY | Dentsply Sirona | Stock | Health Care | |
| HES | Hess Corporation | Stock | Energy | |
| MTB | MT Bank | Stock | Financials |
Artisan Mid Cap Risk Profiles
| Mean Deviation | 0.773 | |||
| Semi Deviation | 0.8307 | |||
| Standard Deviation | 1.03 | |||
| Variance | 1.06 |
Artisan Mid Against Markets
Other Information on Investing in Artisan Mutual Fund
Artisan Mid financial ratios help investors to determine whether Artisan Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Artisan with respect to the benefits of owning Artisan Mid security.
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