fundvisualizer.com

Artisan Mid Cap AdvisorAPDMX

Performance (before sales charge)

As of 08/31/2023

All information is historical and not indicative of future results. Current performance may be lower or higher than the quoted past performance, which cannot guarantee results. Share price, principal value, and return will vary, and you may have a gain or a loss when you sell your shares. Performance assumes reinvestment of distributions and does not account for taxes. After-sales-charge returns reflect the maximum sales charge applicable to the fund. Performance may not reflect any expense limitation or subsidies currently in effect. Short-term trading fees may apply. To obtain the most recent month-end performance, visit Morningstar.com.

Asset allocation

As of 06/30/2023
Stock
90.47%
Non-U.S. Stock
7.25%
Bond
0.00%
Non-U.S. Bond
0.00%
Preferred
0.00%
Convertible
0.00%
Cash
2.29%
Other
0.00%

Due to rounding, percentages may not equal 100%.

Sectors

As of 06/30/2023

Basic materials

0.00%

Consumer cyclical

8.05%

Financial services

6.45%

Real estate

1.67%

Consumer defensive

0.78%

Health care

27.66%

Utilities

0.00%

Communication services

3.86%

Energy

0.00%

Industrials

13.00%

Technology

36.25%

Top 10 holdings

As of 06/30/2023

Veeva Systems Inc Class A
5.05%
HubSpot Inc
4.63%
Lattice Semiconductor Corp
4.51%
Chipotle Mexican Grill Inc
3.77%
ON Semiconductor Corp
3.56%
Ingersoll Rand Inc
3.17%
argenx SE ADR
3.15%
Atlassian Corp A
2.95%
West Pharmaceutical Services Inc
2.89%
Synopsys Inc
2.81%
Fund assets

$4.77 Billion

Share class

Adv

Morningstar category

Mid-Cap Growth

Expense ratio

1.05%

Investment objective

Growth

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