Artisan Mid Cap Value Fd Investor Shs
ARTQX
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- Artisan Mid Cap Value Fund Investor Shares (ARTQX) is an open-end mutual fund that seeks maximum long-term capital growth by investing no less than 80% of its net assets in common stocks of medium-sized companies, defined as those with market capitalizations greater than the smallest company in the Russell Midcap Index and less than three times the weighted average market capitalization of companies in that index; the fund employs a value investment style, focusing on undervalued mid-cap equities across sectors including consumer cyclical, healthcare, financial services, technology, and industrials, with top holdings such as First Citizens BancShares Inc., Vontier Corp., Lamar Advertising Co., Genpact Ltd., and OGE Energy Corp. The fund, part of the Artisan Funds family managed by Artisan Partners Asset Management Inc., offers investor share class with a net expense ratio of 1.17%, daily pricing, and a minimum initial investment of $1,000, primarily targeting U.S. retail and institutional investors through separate accounts, mutual funds, and intermediaries. Launched on March 28, 2001, and domiciled in the United States, ARTQX maintains a diversified portfolio with approximately 91.95% in U.S. stocks, 7.28% in non-U.S. stocks, and a small cash position, managed by portfolio managers Daniel Kane (since 2012), Thomas Reynolds (since 2017), and Craig Inman (since 2019). Artisan Partners Asset Management Inc., the adviser and parent firm founded in 1994 and headquartered at 875 East Wisconsin Avenue in Milwaukee, Wisconsin, provides a broad range of high value-added equity, fixed income, and alternative investment strategies through autonomous investment teams to institutional and individual clients globally, with additional offices in Atlanta, New York City, San Francisco, Leawood, and London. The firm operates in the asset management industry, serving diverse segments including growth and value equities across market capitalizations, credit strategies, and emerging alternatives, with total firm assets under management reaching approximately $182.6 billion as of October 31, 2025, including $87.2 billion in Artisan Funds. In recent developments, Artisan Partners announced on November 18, 2025, a definitive agreement to acquire 100% of the equity interest in Grandview Property Partners, a real estate private equity firm managing $940 million in institutional assets focused on originating, developing, acquiring, and managing middle-market properties across the United States with emphasis on industrial, residential, and powered-land themes; the transaction, expected to close in the first quarter of 2026, marks a strategic expansion into private real estate alternatives and is anticipated to be mildly accretive to earnings per share. This acquisition aligns with Artisan's thoughtful growth strategy, diversifying beyond traditional equities into high value-added alternatives while maintaining investment team autonomy. Additionally, the firm reported preliminary assets under management of $180.8 billion as of November 30, 2025, reflecting resilient growth amid market conditions and ongoing client flows.