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Fund |
| Fund name: Artisan Mid Cap
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| Symbol: ARTMX
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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
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| Minimum Investment: $1,000
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| 1-Year Profit Projection: N/A
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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.
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Expenses
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| Annual expense ratio: 1.4
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| Tax Efficiency: N/A
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Load Type:
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| Load Percentage: N/A
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Performance
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| Performance 3 Months: 18.8
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| Performance Year to Date: 38.7
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| Performance 12 Months: 86.6
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| Performance 3 Years: 48.6
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| Performance 5 Years: N/A
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Additional Comments
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Fund Features:
N/A
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Fund Strategy:
N/A
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