Artisan Mid Cap Value Fund Advisor Class (APDQX)

Overview

The described company operates as an investment fund, focusing on allocating its assets predominantly into medium-sized companies' common stocks. It adheres to a specific investment strategy where at least 80% of its net assets, along with any borrowings intended for investment purposes, are invested based on the market value at the time of purchase. The fund has a clear criteria for selecting companies, aiming for those that fall within a particular market capitalization range. This range is defined by comparing potential investments to the Russell Midcap® Index benchmarks, ensuring that the invested companies have a market capitalization greater than the smallest company in the Russell Midcap® Index and less than three times the weighted average market capitalization of companies featured in that index. This meticulous strategy signifies the fund's dedicated focus on investing in what it considers to be medium-sized companies, aiming to leverage the potential growth and performance of this specific market segment.

Products and Services

• Investment in Medium-sized Companies

  This product targets the investment in common stocks of medium-sized companies, which are selected based on specific market capitalization criteria. By focusing on a defined segment of the market, the fund aims to capitalize on the growth potential of medium-sized businesses, which are characterized by a market capitalization that is greater than the smallest entity within the Russell Midcap® Index but less than three times the weighted average market capitalization of the index. This strategic approach allows for a focused investment strategy that seeks to optimize returns while managing the risks associated with this particular market segment.