Artisan Mid Cap Investor (ARTMX)

Fund Assets	3.82B
Expense Ratio	1.19%
Min. Investment	$1,000
Turnover	44.94%
Dividend (ttm)	5.23
Dividend Yield	13.12%
Dividend Growth	n/a
Payout Frequency	n/a
Ex-Dividend Date	Dec 10, 2024

Previous Close	39.88
YTD Return	18.38%
1-Year Return	24.19%
5-Year Return	26.59%
52-Week Low	27.82
52-Week High	41.65
Beta (5Y)	1.06
Holdings	68
Inception Date	Jun 27, 1997

About ARTMX

The fund normally invests no less than 80% of its net assets plus any borrowings for investment purposes at market value at the time of purchase in the common stocks of medium-sized companies. The advisor 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.

• Fund Family: Artisan Partners Funds
• Category: Mid-Cap Growth
• Stock Exchange: NASDAQ
• Ticker Symbol: ARTMX
• Share Class: Investor Shares
• Index: Russell MidCap TR

Performance

ARTMX had a total return of 24.19% in the past year, including dividends. Since the fund's inception, the average annual return has been 11.99%.

Other Share Classes

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

Symbol	Share Class	Expense Ratio
APHMX	Institutional Shares	0.96%
APDMX	Advisor Shares	1.05%

Top 10 Holdings

31.76% of assets

Name	Symbol	Weight
argenx SE	ARGX	5.16%
Ascendis Pharma A/S	ASND	4.28%
Spotify Technology S.A.	SPOT	3.14%
Insmed Incorporated	INSM	3.13%
West Pharmaceutical Services, Inc.	WST	2.97%
DoorDash, Inc.	DASH	2.81%
Baker Hughes Company	BKR	2.66%
iRhythm Technologies, Inc.	IRTC	2.58%
Live Nation Entertainment, Inc.	LYV	2.51%
Shopify Inc.	SHOP	2.50%

Dividend History

Ex-Dividend	Amount	Pay Date
Dec 10, 2024	$5.23204	Dec 10, 2024
Nov 22, 2022	$0.0809	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
Nov 20, 2018	$7.9674	Nov 20, 2018