Artisan Mid Cap Value Fund
APHQX
NASDAQ- -
USD
- -
- -
- -
- -
(- -)
Recent
price
- -
P/E
ratio
- -
div
yld
- -
ROIC.AI
Capital Structure
FRC
•
in mil. unless spec.Working Capital
FRC
•
in mil. unless spec.Growth Rates
FRC
•
in mil. unless spec.Quarterly Revenue
FRC
•
in mil. unless spec.Quarterly Earnings Per Share
FRC
•
in mil. unless spec.Quarterly Dividends Per Share
FRC
•
in mil. unless spec.- Similar Companies
- Business
- Artisan Mid Cap Value Fund (APHQX) is an open-end mutual fund managed by Artisan Partners Asset Management Inc., focusing on mid-cap value equities through a bottom-up investment process that targets cash-producing businesses in strong financial condition selling at undemanding valuations; the strategy emphasizes U.S. stocks (approximately 90%) with selective non-U.S. exposure (around 7%), diversified across sectors including financial services, consumer cyclical, healthcare, technology, and communication services; top holdings typically include companies such as Genpact Ltd., First Citizens BancShares Inc., U-Haul Holding Co., OGE Energy Corp., and Lamar Advertising Co., comprising about 15% of the portfolio. The fund, launched on February 1, 2012, as an institutional share class with a minimum initial investment of $1 million and a net expense ratio of 0.95%, is led by a portfolio management team comprising Daniel Kane (since inception), Thomas Reynolds (since 2017), and Craig Inman (since 2019), all managing directors on Artisan Partners' U.S. Value Team. Artisan Partners Asset Management Inc., founded in 1994 and headquartered at 875 East Wisconsin Avenue, Suite 800, Milwaukee, Wisconsin, operates globally with offices in the U.S., Dublin, Hong Kong, London, Singapore, and Sydney, managing approximately $182 billion in assets under management across autonomous investment teams offering equity, fixed income, and alternative strategies to institutional and intermediary clients. Recent developments for the fund include portfolio adjustments in Q3 2025, such as exiting Atlassian Corporation (TEAM), alongside strong quarterly performance with the Investor Class (ARTMX) returning 8.80%; at the firm level, Artisan Partners announced in November 2025 a definitive agreement to acquire Grandview Property Partners, a U.S. middle-market real estate private equity firm, expected to close in Q1 2026 and expand into private real estate alternatives while maintaining investment team autonomy.