Returns Chart

Key Stats

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Expense Ratio Total Assets Under Management Dividend Yield Turnover Ratio
0.95% 7.875B 0.00% 40.72%
1 Year Fund Level Flows 1 Year Total Returns (Daily) Annualized All Time Total Returns (Daily) Max Drawdown (All)
-1.237B 17.87% Upgrade Upgrade

Basic Info

Investment Strategy
The investment seeks maximum 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. It 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.
General
Security Type Mutual Fund
Oldest Share Symbol ARTMX
Equity Style Mid Cap/Growth
Fixed Income Style --
Broad Asset Class US Equity
Broad Category Equity
Category Name Mid-Cap Growth
Category Index Russell Mid Cap Growth TR USD
Prospectus Objective Growth
Fund Owner Firm Name Artisan Partners Limited Partnership
Prospectus Benchmark Index
Russell Mid Cap TR USD 100.0%
Broad Asset Class Benchmark Index
^SPXTR 100.0%
Manager Tenure
James Hamel 20.18 yrs
Matthew Kamm 11.89 yrs
Jason White 10.85 yrs
Craigh Cepukenas 8.18 yrs

Net Fund Flows Versus Category

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1M
3M
6M
YTD
1Y
3Y
5Y
10Y
 
80.00B
60.00B
40.00B
20.00B
0
-20.00B
1 Month
% Rank: --
-- Category Low
-- Category High
1 Year
% Rank: 93
-1.237B
-5.478B Category Low
8.060B Category High
3 Months
% Rank: --
-- Category Low
-- Category High
3 Years
% Rank: --
-- Category Low
-- Category High
6 Months
% Rank: --
-- Category Low
-- Category High
5 Years
% Rank: --
-- Category Low
-- Category High
YTD
% Rank: --
-- Category Low
-- Category High
10 Years
% Rank: --
-- Category Low
-- Category High
As of October 31, 2021

Performance Versus Category

 
20%
15%
10%
5%
0
View Category Returns. Upgrade now.
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
--
--
--
--
--
--
--
--
Category Rtn. (NAV)
--
--
--
--
--
--
--
--
% Rank in Cat (NAV)
--
--
--
--
--
--
--
--
As of December 08, 2021. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2014
2015
2016
2017
2018
2019
2020
YTD
5.96%
2.42%
-0.64%
20.75%
-3.78%
38.45%
59.10%
13.14%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
26.85%
--
--
11.47%
21.45%
-2.10%
29.03%
34.42%
17.30%
8.32%
2.00%
3.54%
22.44%
-4.40%
36.75%
43.33%
13.70%
13.48%
-0.98%
6.75%
21.83%
-5.60%
33.86%
34.48%
20.69%
11.82%
2.02%
7.41%
24.81%
-3.23%
37.20%
31.84%
14.34%
As of December 08, 2021.

Fundamentals

General
Distribution Yield Upgrade
Dividend Yield TTM (12-8-21) 0.00%
30-Day SEC Yield --
7-Day SEC Yield --
Number of Holdings Upgrade
Stock
Weighted Average PE Ratio 42.05
Weighted Average Price to Sales Ratio Upgrade
Weighted Average Price to Book Ratio Upgrade
Weighted Median ROE Upgrade
Weighted Median ROA Upgrade
Forecasted Dividend Yield Upgrade
Forecasted PE Ratio Upgrade
Forecasted Price to Sales Ratio Upgrade
Forecasted Price to Book Ratio Upgrade
As of September 30, 2021

Growth Estimates

Forecasted 5 Yr Earnings Growth Upgrade
Forecasted Book Value Growth Upgrade
Forecasted Cash Flow Growth Upgrade
Forecasted Earnings Growth Upgrade
Forecasted Revenue Growth Upgrade
As of September 30, 2021

Asset Allocation

As of September 30, 2021.
Type % Net % Long % Short
Cash 3.37% Upgrade Upgrade
Stock 96.63% Upgrade Upgrade
Bond 0.00% Upgrade Upgrade
Convertible 0.00% Upgrade Upgrade
Preferred 0.00% Upgrade Upgrade
Other 0.00% Upgrade Upgrade

Top 10 Holdings

Name % Weight Price % Change
HubSpot Inc 4.54% 778.48 2.28%
Atlassian Corporation PLC A 4.02% 387.41 1.15%
Veeva Systems Inc Class A 3.23% 272.82 1.05%
Ascendis Pharma A/S ADR 2.93% 146.03 2.15%
Global Payments Inc 2.86% 130.11 0.26%
Catalent Inc 2.70% 127.46 3.21%
DexCom Inc 2.69% 564.85 1.16%
Match Group Inc 2.51% 135.60 0.86%
SVB Financial Group 2.38% 710.21 -0.92%
MSCI Inc 2.28% 646.09 1.42%

Fees & Availability

Fees
Actual 12B-1 Fee --
Actual Management Fee Upgrade
Administration Fee --
Performance Fee --
Switching Fee --
Transaction Fee --
Maximum Front Load --
Maximum Deferred Load --
Maximum Redemption Fee --
General Availability
Available for Insurance Product No
Available for Retirement Plan No
Available for RRSP No
Purchase Details
Open to New Investors Yes
Open to Existing Investors Yes
Minimum Initial Investment Upgrade
Minimum Subsequent Investment Upgrade

Basic Info

Investment Strategy
The investment seeks maximum 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. It 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.
General
Security Type Mutual Fund
Oldest Share Symbol ARTMX
Equity Style Mid Cap/Growth
Fixed Income Style --
Broad Asset Class US Equity
Broad Category Equity
Category Name Mid-Cap Growth
Category Index Russell Mid Cap Growth TR USD
Prospectus Objective Growth
Fund Owner Firm Name Artisan Partners Limited Partnership
Prospectus Benchmark Index
Russell Mid Cap TR USD 100.0%
Broad Asset Class Benchmark Index
^SPXTR 100.0%
Manager Tenure
James Hamel 20.18 yrs
Matthew Kamm 11.89 yrs
Jason White 10.85 yrs
Craigh Cepukenas 8.18 yrs

Fundamentals

General
Distribution Yield Upgrade
Dividend Yield TTM (12-8-21) 0.00%
30-Day SEC Yield --
7-Day SEC Yield --
Number of Holdings Upgrade
Stock
Weighted Average PE Ratio 42.05
Weighted Average Price to Sales Ratio Upgrade
Weighted Average Price to Book Ratio Upgrade
Weighted Median ROE Upgrade
Weighted Median ROA Upgrade
Forecasted Dividend Yield Upgrade
Forecasted PE Ratio Upgrade
Forecasted Price to Sales Ratio Upgrade
Forecasted Price to Book Ratio Upgrade
As of September 30, 2021

Growth Estimates

Forecasted 5 Yr Earnings Growth Upgrade
Forecasted Book Value Growth Upgrade
Forecasted Cash Flow Growth Upgrade
Forecasted Earnings Growth Upgrade
Forecasted Revenue Growth Upgrade
As of September 30, 2021

Fund Details

Key Dates
Inception Date 7/3/2000
Last Annual Report Date 9/30/2021
Last Prospectus Date 2/1/2021
Share Classes
APDMX Adv
ARTMX Inv
Attributes
Enhanced Index Fund No
Index Fund No
Inverse Fund No
Leveraged Fund No
Fund of Funds No
Currency Hedged Fund No
Synthetic Replication Fund No
Has Dividend Investment Plan No
Socially Responsible Fund No