Artisan Mid Cap Institutional (APHMX)

Fund Assets	2.87B
Expense Ratio	0.98%
Min. Investment	$1,000,000
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	44.97
YTD Return	7.82%
1-Year Return	12.08%
5-Year Return	5.15%
52-Week Low	37.67
52-Week High	49.74
Beta (5Y)	0.94
Holdings	66
Inception Date	Jul 1, 2000

About APHMX

Artisan Mid Cap Fund Institutional Class is an actively managed mutual fund aimed at achieving long-term capital growth by investing primarily in the common stocks of medium-sized U.S. companies. The fund defines medium-sized companies as those with market capitalizations within the range of the Russell Midcap® Index, ensuring a focused exposure to the mid-cap growth segment of the equity market. Managed by an experienced team since its inception in 2000, the fund employs a distinctive investment process that seeks out companies with strong franchise characteristics, robust profit cycles, and valuations below private market value. The portfolio typically holds 60–70 stocks and maintains sector diversification, often with significant allocations to technology, healthcare, and consumer sectors. With a disciplined capital allocation approach, the fund adjusts position sizes based on the maturity of a company’s profit cycle. Artisan Mid Cap Fund Institutional Class plays a meaningful role for institutional investors seeking diversified access to innovative and high-potential mid-cap businesses, serving as a core component in growth-oriented investment strategies and providing a balance between the higher risk associated with small caps and the stability of large caps.

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

Performance

APHMX had a total return of 12.08% in the past year, including dividends. Since the fund's inception, the average annual return has been 7.53%.

Other Share Classes

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

Symbol	Share Class	Expense Ratio
APDMX	Advisor Shares	1.07%
ARTMX	Investor Shares	1.21%

Top 10 Holdings

34.46% of assets

Name	Symbol	Weight
argenx SE	ARGX	4.94%
Ascendis Pharma A/S	ASND	4.52%
Comfort Systems USA, Inc.	FIX	3.90%
West Pharmaceutical Services, Inc.	WST	3.78%
Lattice Semiconductor Corporation	LSCC	3.38%
RBC Bearings Incorporated	RBC	3.03%
Woodward, Inc.	WWD	2.82%
Twist Bioscience Corporation	TWST	2.78%
BlackRock Liquidity T-Fund Instl	TSTXX	2.72%
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	$0.16134	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, Financial Modeling Prep, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Financial Modeling Prep. Several fund data points are also provided by Finnhub.

Last checked:

Aug 27, 2026

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