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Artisan Mid Cap Value Investor ARTQX

Analyst rating as of
NAV / 1-Day Return
17.55  /  2.57 %
Total Assets
1.6 Bil
Adj. Expense Ratio
1.210%
Expense Ratio
1.210%
Fee Level
Above Average
Longest Manager Tenure
10.67 years
Category
Mid-Cap Value
Investment Style
Mid Blend
Min. Initial Investment
1,000
Status
Open
TTM Yield
0.20%
Turnover
16%

Morningstar’s Fund Analysis ARTQX

Will ARTQX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A solid process here, but the new management team needs time to prove itself.

Summary

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Artisan Mid Cap Value’s rigorous bottom-up approach is a plus, but a generational change in leadership warrants caution, leading to a Morningstar Analyst Rating of Bronze or Neutral, depending on share class fees.

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