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15 important things you should know about Artisan APHMX mutual fund

Updated: September 09, 2020
83
Bull Case
  • 3-year return above the benchmark
  • 5-year return above the benchmark
  • 10-year return above the benchmark
  • 15-year return above the benchmark
  • No sales load or distribution fees
Bear Case
  • High expense ratio

Before we start: if you’re looking for APHMX “stock” price, you can quickly find it out by visiting Finny and typing "APHMX quote". If you’re looking for a quick scoop on APHMX "stock" (price chart, key stats, buy or sell analysis and holdings), go to Finny and look for "APHMX". You’ll get all this info in one place.

Are you looking to buy or sell APHMX? Or perhaps you’re looking for APHMX fact sheet, and learn about its alternatives? If so, you came to the right place.

In this APHMX mutual fund review, we’ll address key questions our readers have been asking us about this fund, above and beyond what you can find in its prospectus, and on Morningstar or Yahoo Finance.

Here is what you’ll be able to find in this review:

  • Fact Sheet: APHMX performance, returns, expense ratio, holdings and dividend yield;
  • Analysis: APHMX buy or sell; the pros and cons of investing in APHMX mutual fund;
  • Alternatives: other ETFs and mutual funds you should consider as alternatives to APHMX.

And here is the list of questions we’ll answer:

  1. Describe Artisan Partners Funds, Inc: Artisan Mid Cap Fund; Institutional Shares (APHMX).
  2. What are APHMX holdings?
  3. What is APHMX performance? What are APHMX historical returns?
  4. How many up and down years did APHMX have historically?
  5. What is APHMX dividend yield?
  6. What is APHMX minimum initial investment amount?
  7. What is APHMX expense ratio?
  8. Does APHMX have any sales loads or 12b-1 distribution expenses?
  9. What is APHMX tax efficiency (tax-cost ratio)?
  10. What is APHMX beta? How would you assess APHMX risk?
  11. What is APHMX Sharpe ratio?
  12. What is APHMX Finny Score? APHMX buy or sell?
  13. What are the pros of investing in APHMX? What are APHMX buy reasons?
  14. What are the cons of investing in APHMX? What are APHMX sell reasons?

So let’s start. Scroll down to the question that interests you the most.

Fact Sheet

1. Describe Artisan Partners Funds, Inc: Artisan Mid Cap Fund; Institutional Shares (APHMX).

The Fund seeks maximum long-term capital growth by investing primarily in common stocks of medium-sized companies. The Fund defines a medium-sized company as one with a market capitalization within the range of companies in the Russell Midcap Index.

2. What are APHMX top holdings?

APHMX has 65 stock holdings and 0 bond holdings.

The top 10 holdings represent 34.24% of total assets. Here are the top holdings:

Name Symbol % Assets
Global Payments Inc GPN 5.00%
Atlassian Corporation PLC A TEAM 4.30%
Veeva Systems Inc Class A VEEV 4.20%
Zoom Video Communications Inc ZM 3.48%
DexCom Inc DXCM 3.39%
L3Harris Technologies Inc LHX 3.15%
Zynga Inc Class A ZNGA 2.80%
Advanced Micro Devices Inc AMD 2.70%
Lonza Group Ltd LONN 2.63%
IHS Markit Ltd INFO 2.59%

3. What is APHMX performance? What are APHMX historical returns?

APHMX has generated the following returns:

  • 1-month return is -1.35%;
  • 3-month return is 10.83%;
  • 1-year return is 35.14%;
  • 3-year return is 21.49%;
  • 5-year return is 16.36%;
  • 10-year return is 16.02%;
  • 15-year return is 12.41%.

4. How many up and down years did APHMX have historically?

In the last 10 years, APHMX had 7 up years and 3 down years.

5. What is APHMX dividend yield?

APHMX yield is 0%.

6. What is APHMX minimum initial investment amount?

APHMX minimum initial investment amount is N/A.

7. What is APHMX expense ratio?

APHMX expense ratio is 0.96%. The expense ratio of a fund is the total percentage of fund assets used for administrative, management, and all other expenses.

8. Does APHMX have any sales loads or 12b-1 distribution expenses?

APHMX 12b-1 distribution fee is 0. APHMX front-end sales load is 0. APHMX back-end sales load is 0.

9. What is APHMX tax efficiency (tax-cost ratio)?

  • 1-year ax cost ratio is 2.51%;
  • 3-year ax cost ratio is 3.4%.

10. What is APHMX beta? How would you assess APHMX risk?

  • 3-year beta is 1.04;
  • 5-year beta is 1.06;
  • 10-year beta is 1.07.

11. What is APHMX Sharpe ratio?

  • 3-year Sharpe ratio is 0.90;
  • 5-year Sharpe ratio is 0.73;
  • 10-year Sharpe ratio is 0.96.

Analysis

12. What is Finny Score? buy or sell?

Finny Score is 83. Our quantitative analysis shows 5 reasons to buy and 1 reason to sell it, resulting in the Finny Score of 83.

13. What are the pros of investing in APHMX? What are APHMX buy reasons?

The following are APHMX strengths from our perspective:

  • APHMX 3-year return is 21.49%, which is higher than the 3-year return of the benchmark index (Russell Mid Cap TR USD), 8.15%.
  • APHMX 5-year return is 16.36%, which is higher than the 5-year return of the benchmark index (Russell Mid Cap TR USD), 9.93%.
  • APHMX 10-year return is 16.02%, which is higher than the 10-year return of the benchmark index (Russell Mid Cap TR USD), 12.27%.
  • APHMX 15-year return is 12.41%, which is higher than the 15-year return of the benchmark index (Russell Mid Cap TR USD), 8.76%.
  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

14. What are the cons of investing in APHMX? What are APHMX negatives?

The following are APHMX weaknesses from our perspective:

  • APHMX expense ratio is 0.96%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?
In the APHMX review, we covered APHMX key stats (return, performance, yield, expense ratio, and holdings), buy and sell analysis, and alternative investments. If this review was helpful to you, feel free to check out other mutual fund and ETF reviews.
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