Artisan Mid Cap Inv
875 East Wisconsin Ave Ste 800 Milwaukee WI 53202
Map
Phone: 800-344-1770
| Category: | Mid-Cap Growth | | Fund Family: | Artisan | | Net Assets: | 3.74B | | Year-to-Date Return: | -39.69% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 27-Jun-97 |
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Andrew C. Stephens
Lead Manager since
27-Jun-97 | | | Stephens is a managing director and portfolio manager of Artisan Partners. Prior to joining the firm in 1997, he was a portfolio manager with Strong Corneliuson Capital Management. He also served as the administrative director of trading. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $50 | | Min Subsequent Investment: | $50 | | Min Subsequent Investment, IRA: | $50 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks maximum long-term capital growth. The fund invests primarily in U.S. companies and invests no less than 80% in the common stocks of medium-sized companies with market caps greater than the market cap of the smallest company and less than three times the weighted average market cap of companies in the Russell-Mid cap index. The maximum investment in any single industry is 25% and no more than 5% may be invested in securities of a single issuer. The fund tries to maintain a cash position of no more than 5% of assets. It invests 10% in the securities of non-U.S. companies, but only if the securities are purchased and sold on a U.S. exchange. |
| Last Dividend
| N/A | | Last Cap Gain
(19-Dec-07):
| 5.90 | | Annual Holdings Turnover
| 71.00% | | Average for Category:
| 118.51% |
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| Expense | ARTMX | Category
Avg | | Total Expense Ratio: | 1.22%
| 1.49% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.36% | | Max Deferred Sales Load: | 0.00%
| 2.66% | | 3 Yr Expense Projection*: |
$387 | $697 | | 5 Yr Expense Projection*: |
$670 | $1,075 | | 10 Yr Expense Projection*: |
$1,477 | $2,114 |
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2.51% Nasdaq 0.00%
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