Artisan Mid Cap Fund
Shareclass
Artisan Mid Cap Institutional (APHMX)
Type
Open-end mutual fund
Manager
Gender equality score
47
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: U.S. Equity Fund
Ranking: 1,674 out of 2,554 funds
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Groups
Categories
Gender balance in leadership and workforce
25/40
Equal compensation and work life balance
6/30
Policies promoting gender equality
17/20
Commitment, transparency, and accountability
0/10
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Artisan Mid Cap Fund APHMX
Environment
Social
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Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Xylem Inc1.55% of assets$64.17M invested
- 2. Illumina Inc0.98% of assets$40.51M invested
- 3. Verisk Analytics Inc1.02% of assets$42.35M invested
- 4. GitLab Inc Class A1.17% of assets$48.53M invested
- 5. Atlassian Corp A2.76% of assets$114.48M invested
- 6. Tyler Technologies Inc3.64% of assets$150.89M invested
- 7. Equifax Inc1.29% of assets$53.63M invested
- 8. Best Buy Co Inc0.46% of assets$19.17M invested
- 9. HubSpot Inc1.67% of assets$69.3M invested
- 10. Ingersoll Rand Inc0.93% of assets$38.62M invested
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Shopify Inc Registered Shs -A- Subord Vtg2.07% of assets$85.81M invested
- 2. NVR Inc0.59% of assets$24.63M invested
- 3. Wingstop Inc0.59% of assets$24.53M invested
- 4. Vertiv Holdings Co Class A0.5% of assets$20.79M invested
- 5. Saia Inc1.87% of assets$77.42M invested
- 6. APi Group Corp0.84% of assets$34.88M invested
- 7. CCC Intelligent Solutions Holdings Inc1.38% of assets$57.35M invested
- 8. Westinghouse Air Brake Technologies Corp1.01% of assets$41.88M invested
- 9. Zscaler Inc1.21% of assets$50.19M invested
- 10. Onto Innovation Inc1.38% of assets$57.25M invested
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Financial performance
Performance data provided by
Find more financial data on APHMX at Morningstar.com
Find more financial data on APHMX at Morningstar.comGender Equality and Returns
Enlarge
The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
Benchmarking tool
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