Artisan Mid Cap Fund

Scorecard
5 / 5 Stars
Lipper
5 5 4 3 2
Zacks Investment Research
3 (Hold)
Standard & Poor's
4 / 5 Stars
TheStreet.com
A (Buy)

U.S. News evaluated 223 Mid-Cap Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 38.98 percent over the past year, 18.43 percent over the past three years, 30.60 percent over the past five years, and 11.76 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date 6.9%
1 Year 39.0%
3 Years (Annualized) 18.4%
5 Years (Annualized) 30.6%
10 Years (Annualized) 11.8%

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Summary

The investment seeks maximum long-term capital growth. The fund normally invests no less than 80% of its net assets 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. The fund maintains a weighted average market capitalization of not more than 1.5 times the weighted average market capitalization of the companies included in the Russell Midcap® Index.

Fees

Fees are Low compared to funds in the same category.
Artisan Mid Cap Fund has an expense ratio of 0.96 percent.

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Risk

Risk is Above Average compared to funds in the same category according to Morningstar.

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