Artisan Mid Cap Value
875 East Wisconsin Ave Ste 800 Milwaukee WI 53202
Map
Phone: 800-344-1770
| Category: | Mid-Cap Value | | Fund Family: | Artisan | | Net Assets: | 2.87B | | Year-to-Date Return: | -2.98% | | Yield: | 0.40% | | Morningstar Rating: |  | | Fund Inception Date: | 28-Mar-01 |
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James C. Kieffer
Lead Manager since
19-Nov-01 | | | Kieffer is a managing director of Artisan Partners. He joined the firm as an investment analyst in 1997. Kieffer was an analyst working with Satterwhite on Artisan Partners small-cap value strategy, including Artisan Small Cap Value Fund, from that Funds inception through June 2000. Kieffer holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $1,000 | | 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, under normal market conditions, the fund invests no less than 80% of net assets in the common stocks of medium-sized companies with a market capitalization greater than $1.5 billion and less than three times the weighted average market capitalization of companies in the Russell Mid-cap index. The maximum investment in any single industry is 25% of net assets and no more than 5% may be invested in securities of a single issuer. |
| Last Dividend
(19-Dec-07):
| 0.08 | | Last Cap Gain
(19-Dec-07):
| 2.33 | | Annual Holdings Turnover
| 54.00% | | Average for Category:
| 81.18% |
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| Expense | ARTQX | Category
Avg | | Total Expense Ratio: | 1.20%
| 1.36% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.40% | | Max Deferred Sales Load: | 0.00%
| 2.51% | | 3 Yr Expense Projection*: |
$381 | $637 | | 5 Yr Expense Projection*: |
$660 | $949 | | 10 Yr Expense Projection*: |
$1,455 | $1,874 |
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