fundvisualizer.com

Artisan Mid Cap AdvisorAPDMX

Performance (before sales charge)

As of 04/30/2023

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 03/31/2023
Stock
87.22%
Non-U.S. Stock
9.12%
Bond
0.00%
Non-U.S. Bond
0.00%
Preferred
0.00%
Convertible
0.00%
Cash
3.66%
Other
0.00%

Due to rounding, percentages may not equal 100%.

Sectors

As of 03/31/2023

Basic materials

0.00%

Consumer cyclical

7.86%

Financial services

7.87%

Real estate

1.36%

Consumer defensive

1.26%

Health care

29.68%

Utilities

0.00%

Communication services

1.55%

Energy

0.00%

Industrials

12.17%

Technology

34.59%

Top 10 holdings

As of 03/31/2023

Veeva Systems Inc Class A
4.64%
HubSpot Inc
4.48%
Lattice Semiconductor Corp
4.39%
Global Payments Inc
3.30%
argenx SE ADR
3.23%
Catalent Inc
3.22%
West Pharmaceutical Services Inc
3.22%
Chipotle Mexican Grill Inc
3.16%
Ascendis Pharma A/S ADR
3.12%
Atlassian Corp A
3.05%
Fund assets

$4.29 Billion

Share class

Adv

Morningstar category

Mid-Cap Growth

Expense ratio

1.05%

Investment objective

Growth

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