APDQX : Artisan Mid Cap Value Fund Advisor Class

APDQX is a US Stocks Market Mid-Cap Value with MODERATE fees.

APDQX

Artisan Mid Cap Value Fund Advisor Class

FI Score

46 /100

Expense Ratio Rating

5 /10

Expense Rating

0 /10

Market Score

7 /10

Category Score

5 /10

Market Size

7 /10

46% FI Score
  • apdqx
  • Mutual Fund
  • US Stocks
  • Mid-Cap Value

Artisan Mid Cap Value Fund Advisor Class

Expenses: 1.06% (Better than 1% of similar funds)

This is a bad choice for a Mid-Cap Value US Stocks fund. See why »

Fund Summary

The investment seeks maximum long-term capital growth. 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. It 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 that index.

Largest Holdings

Amount Holding
3.69% Analog Devices Inc
3.42% Globe Life Inc
3.36% Gentex Corp
3.32% Thor Industries Inc
3.19% Arch Capital Group Ltd
3.07% Amerco Inc
2.88% IAC/InterActiveCorp
2.86% Air Lease Corp Class A
2.86% Progressive Corp
2.85% Dentsply Sirona Inc
2.84% AutoNation Inc
2.60% M&T Bank Corp
2.56% Moelis & Co Class A
2.52% Celanese Corp Class A
2.50% Omnicom Group Inc
2.48% The Kroger Co
2.40% Expedia Group Inc
2.36% Lamar Advertising Co Class A
2.35% AmerisourceBergen Corp
2.31% Fifth Third Bancorp
2.23% Aon PLC
2.23% BorgWarner Inc
2.09% Marriott International Inc Class A
2.05% Axalta Coating Systems Ltd
2.03% NetApp Inc

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo