Artisan Mid Cap Value Fund (APHQX) Fund Overview
Educational signal · not a buy or sell recommendation · How to read this
Beta 0.91: the stock has moved about 9% less than the S&P 500.
For informational purposes only. Not financial advice. Machine-generated analysis by Stock Expert AI — model gemini-2.0-flash, generated May 31, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief. Data sources: Financial Modeling Prep, Yahoo Finance, SEC EDGAR
Quick AnswerArtisan Mid Cap Value Fund (APHQX) trades at $16.04. Artisan Mid Cap Value Fund (APHQX) focuses on investing in medium-sized companies, primarily utilizing common stocks. Sector: Financials.
Price as of · Last analyzed: May 31, 2026Analyst Coverage for APHQX: APHQX does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage.
Artisan Mid Cap Value Fund (APHQX) Financial Services Profile
Artisan Mid Cap Value Fund (APHQX) strategically invests in medium-sized companies, targeting those within the Russell Midcap® Index's market capitalization range. With a focus on value investing, the fund seeks undervalued opportunities, offering investors exposure to mid-cap equities without dividend payouts and a beta of 0.91.
What Is the Investment Thesis for APHQX?
The fund's strategy of targeting undervalued companies within the Russell Midcap® Index offers potential for long-term capital appreciation. Key to the fund's success is its rigorous stock selection process, which combines quantitative screening with in-depth fundamental research. With a market capitalization of $0.80 billion and a beta of 0.91, APHQX provides exposure to mid-cap equities with moderate volatility. The fund's ability to identify and capitalize on undervalued opportunities is crucial for outperforming its benchmark. Growth catalysts include the potential for increased investor interest in mid-cap stocks and the fund's ability to attract and retain experienced portfolio managers. However, potential risks include market volatility and the possibility that the fund's investment strategy may not consistently outperform the index. The fund's success hinges on its ability to maintain a disciplined approach to value investing and adapt to changing market conditions.
Based on FMP financials and quantitative analysis
APHQX Key Highlights
The fund focuses on medium-sized companies, aligning with the Russell Midcap® Index, offering targeted exposure to this market segment.
- APHQX maintains a market capitalization of $0.80 billion, reflecting its significant presence in the mid-cap space.
- The fund has a beta of 0.91, indicating moderate volatility compared to the broader market.
- The fund does not distribute dividends, reinvesting all earnings to enhance capital appreciation.
- Artisan Partners actively manages the fund, aiming to outperform the Russell Midcap® Index through careful stock selection.
Who Are APHQX's Competitors?
APHQX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | MoonshotScore |
|---|---|---|---|---|
| BLK BlackRock, Inc. | $1070.77 | +0.41% | $165B | 51 5-pillar |
| BX Blackstone Inc. | $112.20 | +0.50% | $136B | 66 5-pillar |
| APOS Apollo Global Management, Inc. | $25.60 | +0.04% | $74.8B | 56 5-pillar |
| BAM Brookfield Asset Management | $44.76 | +0.07% | $71.4B | 56 5-pillar |
| AMP Ameriprise Financial, Inc. | $495.43 | +0.10% | $44.4B | 78 5-pillar |
| ARES Ares Management Corporation | $117.91 | +0.67% | $38.5B | 56 5-pillar |
| TROW T. Rowe Price Group, Inc. | $104.50 | +0.55% | $22.3B | 80 5-pillar |
| ATHS Athene Holding Ltd. | $23.59 | -0.38% | $18.9B | 56 5-pillar |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are APHQX's Key Strengths?
Focused investment strategy on mid-cap value stocks.
- Experienced portfolio management team.
- Disciplined investment process.
- Moderate volatility with a beta of 0.91.
What Are APHQX's Weaknesses?
Reliance on the performance of mid-cap equities.
- Potential for underperformance relative to the Russell Midcap® Index.
- No dividend payouts may deter some investors.
- Sensitivity to market volatility.
What Are the Key Risks for APHQX?
Market volatility and economic downturns may negatively impact fund performance.
- Increased competition from other asset managers could reduce AUM.
- Changes in interest rates and regulatory policies may affect investment strategies.
- Risk of underperformance relative to the Russell Midcap® Index.
What Are APHQX's Competitive Advantages?
- Established track record of value investing in mid-cap stocks.
- Experienced portfolio management team with expertise in stock selection.
- Disciplined investment process that combines quantitative screening with fundamental research.
What Does APHQX Do?
Artisan Mid Cap Value Fund (APHQX) is an actively managed fund focused on generating long-term capital appreciation by investing primarily in the common stocks of medium-sized companies. The fund's investment strategy centers around identifying companies that are undervalued relative to their intrinsic worth. Artisan Partners, the advisor, defines medium-sized companies as those with market capitalizations greater than the smallest company in the Russell Midcap® Index and less than three times the weighted average market capitalization of companies within that index. The fund adheres to a strict investment policy, requiring that at least 80% of its net assets, plus any borrowings for investment purposes, be allocated to the common stocks of these medium-sized firms. This concentration reflects a deliberate choice to focus on a specific segment of the market where the advisor believes it can generate superior returns through careful stock selection. The fund's investment approach combines quantitative screening with fundamental research to identify companies with strong balance sheets, attractive valuations, and catalysts for future growth. Since its inception, Artisan Mid Cap Value Fund has aimed to provide investors with a diversified portfolio of mid-cap stocks that offer the potential for long-term capital appreciation. The fund's performance is benchmarked against the Russell Midcap® Index, and its investment team actively manages the portfolio to outperform the index over time. The fund does not distribute dividends, reinvesting all earnings to enhance capital appreciation. As of 2026, the fund maintains a market capitalization of $0.80 billion and a beta of 0.91, indicating moderate volatility relative to the broader market.
What Products and Services Does APHQX Offer?
- Invests primarily in common stocks of medium-sized companies.
- Focuses on companies with market capitalizations within the Russell Midcap® Index range.
- Employs a value investing strategy to identify undervalued companies.
- Actively manages the portfolio to outperform the Russell Midcap® Index.
- Reinvests all earnings to enhance capital appreciation.
- Provides investors with exposure to mid-cap equities.
How Does APHQX Make Money?
- Generates revenue through management fees charged on assets under management (AUM).
- Aims to increase AUM by attracting new investors and generating positive investment returns.
- Utilizes a team of portfolio managers and analysts to make investment decisions.
What Industry Does APHQX Operate In?
Artisan Mid Cap Value Fund operates within the asset management industry, which is characterized by intense competition and evolving market dynamics. The fund's focus on mid-cap value stocks positions it within a specific niche of the broader market. The asset management industry is influenced by factors such as market volatility, interest rates, and investor sentiment. The competitive landscape includes both large, established asset managers and smaller, specialized firms. As investors increasingly seek specialized investment strategies, funds like APHQX that offer a focused approach to mid-cap value investing may find opportunities for growth.
Who Are APHQX's Key Customers?
- Individual investors seeking exposure to mid-cap equities.
- Institutional investors, such as pension funds and endowments.
- Financial advisors who recommend the fund to their clients.
Research confidence
Thin evidence — scoring coverage unknown. Treat this as a starting point, not a conclusion.
- ● Scoring coverage unknown
- ● Price is current
- ● No filing on record
- ● No analyst coverage
- ● This is a fund, not an operating company
MoonshotScore History
Recorded daily since 2026-08-23 · 42 snapshots
| 2026-08-23 | 50 |
| 2026-08-31 | 50 |
| 2026-09-08 | 50 |
| 2026-09-16 | 50 |
| 2026-09-24 | 50 |
| 2026-10-04 | 50 |
| 2026-10-05 | 50 |
What changed?
The score has stayed at 50.
Over the same 30 days the stock moved +0.0%.
APHQX Financials
Bull Case vs Bear Case
Bull Case
- Focused investment strategy on mid-cap value stocks.
- Experienced portfolio management team.
- Disciplined investment process.
- Moderate volatility with a beta of 0.91.
Bear Case
- Reliance on the performance of mid-cap equities.
- Potential for underperformance relative to the Russell Midcap® Index.
- No dividend payouts may deter some investors.
- Sensitivity to market volatility.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · July 2026
APHQX Latest News
No recent news available for APHQX.
APHQX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for APHQX.
Price Targets
Wall Street price target analysis for APHQX.
APHQX MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for APHQX; grades run from A+ (80-100) to F (below 30).
APHQX Financials Stock FAQ
What do analysts say about APHQX stock?
As APHQX is a mutual fund, traditional stock analyst ratings do not apply. However, performance is evaluated based on its ability to outperform its benchmark, the Russell Midcap® Index. Key valuation metrics include the fund's expense ratio, turnover rate, and historical performance.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
MoonshotScore is not published for this security.
Data provided for informational purposes only.
- The information provided is based on available data and is subject to change.
- Investment decisions should be made based on individual circumstances and risk tolerance.