Artisan Mid Cap Fund Institutional (APHMX)
44.58
-0.65
(-1.44%)
USD |
Aug 24 2026
APHMX Asset Allocations & Exposures
Asset Allocation
As of June 30, 2026.
| Type | % Net |
|---|---|
| Cash | 2.44% |
| Stock | 96.06% |
| Bond | 1.31% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | 0.19% |
Market Capitalization
As of June 30, 2026
| Large | 15.28% |
| Mid | 42.73% |
| Small | 41.98% |
Region Exposure
| Americas | 86.56% |
|---|---|
|
North America
|
84.57% |
| Canada | 1.48% |
| United States | 83.09% |
|
Latin America
|
1.98% |
As of June 30, 2026. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 12.02% |
|---|---|
| United Kingdom | 0.00% |
|
Europe Developed
|
12.02% |
| Denmark | 4.51% |
| Netherlands | 4.93% |
|
Europe Emerging
|
0.00% |
|
Africa And Middle East
|
0.00% |
| Greater Asia | 0.00% |
|---|---|
| Japan | 0.00% |
|
Australasia
|
0.00% |
|
Asia Developed
|
0.00% |
|
Asia Emerging
|
0.00% |
| Unidentified Region | 1.42% |
|---|
Stock Sector Exposure
| Cyclical |
|
12.19% |
| Materials |
|
0.00% |
| Consumer Discretionary |
|
7.02% |
| Financials |
|
3.71% |
| Real Estate |
|
1.47% |
| Sensitive |
|
53.70% |
| Communication Services |
|
6.84% |
| Energy |
|
1.55% |
| Industrials |
|
22.48% |
| Information Technology |
|
22.82% |
| Defensive |
|
31.37% |
| Consumer Staples |
|
2.22% |
| Health Care |
|
29.15% |
| Utilities |
|
0.00% |
| Not Classified |
|
0.00% |
| Non Classified Equity |
|
0.00% |
As of June 30, 2026
Stock Style Exposure
| Large Cap Value | -- |
| Large Cap Core | -- |
| Large Cap Growth | -- |
| Mid Cap Value | -- |
| Mid Cap Core | -- |
| Mid Cap Growth | -- |
| Small Cap Value | -- |
| Small Cap Core | -- |
| Small Cap Growth | -- |