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Artisan Mid Cap

Note: The following information has not been updated by the vendor since 08/21/00.

Address:PO Box 8412
Boston, MA 02266-8412
Phone # for sales: 800 344 1770
Website: www.artisanfunds.com
Click link to request additional product information.

CATEGORY: MUTUAL FUNDS

Fund | Expenses | Performance | Additional Comments

Fund TOP

Fund name: Artisan Mid Cap
Symbol: ARTMX
Portfolio contains these types of investments: 

Kinder Morgan - Natl Semicon - SunGard Data Sys - Integrated Device Tech - Voicestream Wireless - Citizens Comms - United Stationers - Veeco Instruments - Watson Pharmaceuticals - American Pwr Conversion
Minimum Investment: $1,000
1-Year Profit Projection: N/A
Brief fund description: 

Artisan Mid Cap Fund seeks long-term capital growth. The fund primarily invests in common stocks of mid-size companies. Management considers a company to be mid-size if it falls within the range of companies in the S&P MidCap 400 index. Management also seeks companies that have or are developing franchise characteristics and that it believes to be undervalued. The fund may invest up to 15% of assets in illiquid securities. Though it intends to fully invest in common stocks, it may invest in investment grade bonds.

Expenses TOP

Annual expense ratio: 1.4
Tax Efficiency: N/A
Load Type: 
  • None
Load Percentage: N/A

Performance TOP

Performance 3 Months: 18.8
Performance Year to Date: 38.7
Performance 12 Months: 86.6
Performance 3 Years: 48.6
Performance 5 Years: N/A

Additional Comments TOP

Fund Features: 

N/A
Fund Strategy: 

N/A

Fund | Expenses | Performance | Additional Comments

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