ARTMX – Artisan Mid Cap Investor Investment Strategy | Morningstar

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Strategy

The investment seeks long-term capital growth. The fund normally invests no less than 80% 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 the index.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
ARTMX	Artisan Mid Cap Fund Investor Class	No Load	Open			Jun 27, 1997	$634.38M	1.210%	Above Average	$1,000	−$418.61M
APHMX	Artisan Mid Cap Fund Institutional Class	Institutional	Open			Jul 3, 2000	$1.86B	0.980%	High	$1M	−$541.05M
APDMX	Artisan Mid Cap Fund Advisor Class	Institutional	Open			Apr 1, 2015	$425.76M	1.070%	High	$250,000	−$144.02M

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