Artisan Mid Cap Fund Quote
| ARTQX Fund | USD 17.26 0.01 0.06% |
Performance7 of 100
| Odds Of DistressLess than 20
|
Artisan Mid is trading at 17.26 as of the 29th of November 2024; that is 0.06 percent down since the beginning of the trading day. The fund's open price was 17.27. Artisan Mid has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Artisan Mid Cap are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 10th of December 2022 and ending today, the 29th of November 2024. 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 Partners Funds, Large Funds, Mid-Cap Value Funds, Mid-Cap Value, Artisan Partners Funds (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of February 2023 |
| Fiscal Year End | September |
Artisan Mid Cap [ARTQX] is traded in USA and was established 29th of November 2024. Artisan Mid is listed under Artisan Partners Funds category by Fama And French industry classification. The fund is listed under Mid-Cap Value category and is part of Artisan Partners Funds family. This fund presently has accumulated 1.18 B in assets under management (AUM) with minimum initial investment of 1 K. Artisan Mid Cap is currently producing year-to-date (YTD) return of 11.98% with the current yeild of 0.01%, while the total return for the last 3 years was 5.14%.
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
| PGR | Progressive Corp | Stock | Financials | |
| GL | Globe Life | Stock | Financials | |
| UHAL | U Haul Holding | Stock | Industrials | |
| MTCH | Match Group | Stock | Communication Services | |
| AL | Air Lease | Stock | Industrials | |
| AVT | Avnet Inc | Stock | Information Technology | |
| APA | APA Corporation | Stock | Energy | |
| HES | Hess Corporation | Stock | Energy |
Artisan Mid Cap Risk Profiles
| Mean Deviation | 0.6265 | |||
| Semi Deviation | 0.6114 | |||
| Standard Deviation | 0.8326 | |||
| Variance | 0.6932 |
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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