Artisan Mid Cap Fund Advisor Class (APDMX)

Fund Assets	2.88B
Expense Ratio	1.123%
Min. Investment	$250,000
Turnover	n/a
Dividend (ttm)	n/a
Dividend Yield	n/a
Dividend Growth	n/a
Payout Frequency	n/a
Ex-Dividend Date	Dec 10, 2025

Previous Close	35.82
YTD Return	3.76%
1-Year Return	2.53%
5-Year Return	15.54%
52-Week Low	30.48
52-Week High	41.48
Beta (5Y)	0.94
Holdings	64
Inception Date	Apr 1, 2015

About APDMX

The Artisan Mid Cap Fund Advisor Class is a mutual fund designed to seek long-term capital growth primarily by investing in a diversified portfolio of common stocks issued by medium-sized companies. These companies are typically defined as those with market capitalizations within the range of the Russell Midcap Index, aiming to capture opportunities presented by dynamic, growing firms that have moved beyond the small-cap stage but are not yet large-cap entities. The fund focuses mainly on mid-cap growth stocks, with notable sector exposures including healthcare, technology, and communication services, and maintains a globally aware portfolio with a portion invested in foreign equities. The Artisan Mid Cap Fund Advisor Class is distinguished by its active management approach and a relatively high minimum investment threshold, targeting investors seeking diversified exposure to established yet still-growing companies. Its strategy is rooted in fundamental research and disciplined portfolio construction, making it a tool for those aiming to participate in the robust potential of the mid-cap segment of the equity market.

• Fund Family: Artisan Partners Funds
• Category: Mid-Cap Growth
• Performance Rating: Average
• Risk Rating: Average
• Stock Exchange: Nasdaq
• Ticker Symbol: APDMX
• Share Class: Advisor Shares
• Index: Russell MidCap TR

Performance

APDMX had a total return of 2.53% in the past year, including dividends. Since the fund's inception, the average annual return has been 10.85%.

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol	Share Class	Expense Ratio
APHMX	Institutional Shares	0.98%
ARTMX	Investor Shares	1.21%

Top 10 Holdings

34.49% of assets

Name	Symbol	Weight
argenx SE	ARGX	4.93%
Ascendis Pharma A/S	ASND	4.51%
Comfort Systems USA, Inc.	FIX	3.89%
West Pharmaceutical Services, Inc.	WST	3.78%
Lattice Semiconductor Corporation	LSCC	3.37%
RBC Bearings Incorporated	RBC	3.03%
Twist Bioscience Corporation	TWST	2.88%
Woodward, Inc.	WWD	2.82%
BlackRock Liquidity Funds Treasury Trust Fund - Institutional Class	n/a	2.71%
Spotify Technology S.A.	SPOT	2.58%

Dividend History

Ex-Dividend	Amount	Pay Date
Dec 10, 2025	$6.32828	Dec 10, 2025
Dec 10, 2024	$5.23204	Dec 10, 2024
Nov 22, 2022	$0.13017	Nov 22, 2022
Nov 23, 2021	$8.5891	Nov 23, 2021
Nov 24, 2020	$7.1775	Nov 24, 2020
Nov 21, 2019	$4.5263	Nov 21, 2019

Data Sources: Tiingo, Twelve Data, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Twelve Data. Several fund data points are also provided by Finnhub.

Last checked:

Oct 15, 2026

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