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Artisan Mid Cap Value Fund (APHQX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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19.98+0.11 (+0.55%)
As of 08:05AM EDT. Market open.

Artisan Mid Cap Value Fund

Artisan Funds Inc

875 East Wisconsin Avenue Street 800

Milwaukee, WI 53202

Management Information
Thomas A. Reynolds,Lead Manager since October 2, 2017
Thomas A. Reynolds IV is a managing director of Artisan Partners and a portfolio manager on the U.S. Value team. In this role, he is a portfolio manager for the Artisan Value Equity, U.S. Mid-Cap Value and Value Income Strategies. Prior to joining Artisan Partners in October 2017, Mr. Reynolds was a portfolio manager for Perkins Investment Management at Janus Henderson, where he co-managed the Perkins Small Cap Value strategy and the Perkins All Cap Value strategy. Mr. Reynolds joined Perkins in 2009 as a research analyst covering the U.S. financials sector and was later promoted to portfolio manager. Earlier in his career, he worked at Lehman Brothers in the financial institutions investment banking group and fixed income sales and trading. Mr. Reynolds holds a bachelor's degree in anthropology from Dartmouth College and a master's degree in business administration from the University of Chicago Booth School of Business, where he graduated with honors.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryMid-Cap Value
Fund FamilyArtisan Partners Limited Partnership
Net Assets1.89B
YTD Return-8.28%
YieldN/A
Morningstar Rating★★
Inception DateJan 31, 2012

Fund Operations

Last Dividend0.13
Last Cap Gain0.00
Holdings TurnoverN/A
Average for CategoryN/A

Fees & Expenses

ExpenseAPHQXCategory Average
Annual Report Expense Ratio (net)0.00%1.01%
Prospectus Net Expense Ratio0.00%N/A
Prospectus Gross Expense Ratio0.00%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.38%
Max Deferred Sales LoadN/A1.14%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A