9 important things you should know about Artisan APHMX mutual fund
Updated: December 06, 2021
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. What is APHMX dividend yield?
  5. What is APHMX minimum initial investment amount?
  6. Does APHMX have any sales loads or 12b-1 distribution expenses?
  7. What is APHMX Finny Score? APHMX buy or sell?
  8. What are the pros of investing in APHMX? What are APHMX buy reasons?
  9. 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 64 stock holdings and 0 bond holdings.

The top 10 holdings represent 29.52% of total assets. Here are the top holdings:

Name Symbol % Assets
Global Payments Inc GPN 3.99%
Veeva Systems Inc Class A VEEV 3.95%
Atlassian Corporation PLC A TEAM 3.36%
DexCom Inc DXCM 2.85%
Genmab A/S GMAB 2.85%
Zynga Inc Class A ZNGA 2.82%
Zoom Video Communications Inc ZM 2.63%
HubSpot Inc HUBS 2.40%
Ascendis Pharma A/S ADR ASND 2.35%
West Pharmaceutical Services Inc WST 2.32%

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

APHMX has generated the following returns:

  • 1-month return is -9.85%;
  • 3-month return is -8.79%;
  • 1-year return is -8.79%;
  • 3-year return is 27.88%;
  • 5-year return is 22.24%;
  • 10-year return is 16.66%;
  • 15-year return is 13.29%.

4. What is APHMX dividend yield?

APHMX yield is 0%.

5. What is APHMX minimum initial investment amount?

APHMX minimum initial investment amount is N/A.

6. 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.

Analysis

7. 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.

8. 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 27.88%, which is higher than the 3-year return of the benchmark index (Russell Mid Cap TR USD), 17.68%.
  • APHMX 5-year return is 22.24%, which is higher than the 5-year return of the benchmark index (Russell Mid Cap TR USD), 14.64%.
  • APHMX 10-year return is 16.66%, which is higher than the 10-year return of the benchmark index (Russell Mid Cap TR USD), 14.51%.
  • APHMX 15-year return is 13.29%, which is higher than the 15-year return of the benchmark index (Russell Mid Cap TR USD), 9.98%.
  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

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

The following are APHMX weaknesses from our perspective:

  • APHMX expense ratio is 0.95%, 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.