The Fund Grade · free · no account needed
What grade does ARTMX get?
Morningstar rates funds on what they returned. We grade them on where their money sits today: how much of the book overlaps with the converged buys of the top specialist stock pickers.
Fundprints Fund Grade · as of 2026-10-01
Artisan Mid Cap Fund Inv Shs
#290 of 500 graded active funds · blend · mid segment peer group
The point · specialist footprint
ARTMX puts less of its book behind proven specialists than 85% of graded funds.
● Bottom 20%
Bottom 40%
Middle
Top 40%
Top 20%
That has mattered: over the past 2.7 years, funds with this little specialist backing trailed top-rung funds by about 3.8% per quarter and beat the S&P in only 22% of fund-quarters. If it also charges an active fee, the higher-graded alternatives deserve a look.
10,000+ funds tracked · the graded specialists among them drive every read
3 funds in the same segment carry an A. Members see the names and what they charge. See the alternatives →
The grade scores this fund's specialist share, the slice that overlaps what the top 1% of proven funds are building. We ignore index ballast and names outside our edge on purpose: that slice is small, and it's what decides the outcome.
ARTMX vs the Honor Roll · share card ↗Conviction exposure
3.8%
of the book in specialist-converged names
Late-stage weight
18.2%
of the book in Crowded or Fading names
Active share
94.8%
how far it strays from the index
The best grades have beaten the worst by about +5% a year since we began grading. The gap held in 9 out of 10 months. Measured on filings as they were published, no hindsight.
Inside the book: top names by stage · as of 2026-10-20
We email you the day it crosses 50% crowded, and where you stand every month.
Graded monthly from point-in-time filings. A description of where the money sits, not a recommendation. Evidence, not advice.
The read · what to do with it
Artisan Mid Cap earns a C grade, ranking 290 of 500, with specialist ownership at just 3.8 percent. Five positions totaling over 15 percent of the fund, including INSM at 4.4 percent and FIX at 3.1 percent, show specialists either crowding in or quietly leaving. USFD and APG offer some early-stage interest, but higher graded peers exist in this segment.
→ Watch INSM, FIX, RBC, WWD, and BKR closely, as specialists are exiting or the trade is overcrowded across 15 percent of the fund.
→ Compare this fund against the three higher graded mid cap peers and the better graded options within the Artisan family before holding further.
Support leaving these positions
Same family, higher grade
Read from today's disclosed book. Evidence, not advice.