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15 important things you should know about Artisan ARTQX mutual fund

Updated: September 09, 2020
14
Bull Case
  • No sales load or distribution fees
Bear Case
  • Low net assets
  • 3-year return below the benchmark
  • 5-year return below the benchmark
  • 10-year return below the benchmark
  • 15-year return below the benchmark
  • High expense ratio

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

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

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

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

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

The Fund seeks maximum long-term capital growth. The Fund invests 80% of its assets in the common stocks of medium-sized US companies. The Fund will generally not initiate a position in a company unless it has a market capitalization between $2 billion and $15 billion and greater than the companies in the Russell Midcap.

2. What are ARTQX top holdings?

ARTQX has 46 stock holdings and 0 bond holdings.

The top 10 holdings represent 31.50% of total assets. Here are the top holdings:

Name Symbol % Assets
Analog Devices Inc ADI 3.69%
Globe Life Inc GL 3.42%
Gentex Corp GNTX 3.36%
Thor Industries Inc THO 3.32%
Arch Capital Group Ltd ACGL 3.19%
Amerco Inc UHAL 3.07%
IAC/InterActiveCorp MTCH 2.88%
Air Lease Corp Class A AL 2.86%
Progressive Corp PGR 2.86%
Dentsply Sirona Inc XRAY 2.85%

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

ARTQX has generated the following returns:

  • 1-month return is 3.54%;
  • 3-month return is 2.90%;
  • 1-year return is -2.79%;
  • 3-year return is 0.63%;
  • 5-year return is 5.04%;
  • 10-year return is 8.02%;
  • 15-year return is 6.57%.

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

In the last 10 years, ARTQX had 8 up years and 2 down years.

5. What is ARTQX dividend yield?

ARTQX yield is 0.62%.

6. What is ARTQX minimum initial investment amount?

ARTQX minimum initial investment amount is $1.00K.

7. What is ARTQX expense ratio?

ARTQX expense ratio is 1.2%. The expense ratio of a fund is the total percentage of fund assets used for administrative, management, and all other expenses.

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

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

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

  • 1-year ax cost ratio is 2.47%;
  • 3-year ax cost ratio is 2.73%.

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

  • 3-year beta is 1.30;
  • 5-year beta is 1.22;
  • 10-year beta is 1.14.

11. What is ARTQX Sharpe ratio?

  • 3-year Sharpe ratio is -0.04;
  • 5-year Sharpe ratio is 0.12;
  • 10-year Sharpe ratio is 0.50.

Analysis

12. What is Finny Score? buy or sell?

Finny Score is 14. Our quantitative analysis shows 1 reason to buy and 6 reasons to sell it, resulting in the Finny Score of 14.

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

The following are ARTQX strengths from our perspective:

  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

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

The following are ARTQX weaknesses from our perspective:

  • ARTQX net assets are $813.90 million. This fund is not a popular choice with retail investors.
  • ARTQX 3-year return is 0.63%, which is lower than the 3-year return of the benchmark index (Russell Mid Cap Value TR USD), 2.36%.
  • ARTQX 5-year return is 5.04%, which is lower than the 5-year return of the benchmark index (Russell Mid Cap Value TR USD), 6.76%.
  • ARTQX 10-year return is 8.02%, which is lower than the 10-year return of the benchmark index (Russell Mid Cap Value TR USD), 10.31%.
  • ARTQX 15-year return is 6.57%, which is lower than the 15-year return of the benchmark index (Russell Mid Cap Value TR USD), 7.32%.
  • ARTQX expense ratio is 1.2%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?
In the ARTQX review, we covered ARTQX 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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