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What grade does APHQX 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.

A

Fundprints Fund Grade · as of 2026-09-01

Artisan Mid Cap Value Fund

#117 of 440 graded active funds · value · mid segment peer group

The point · specialist footprint

APHQX puts less of its book behind proven specialists than 70% of graded funds.

Bottom 20%

● Bottom 40%

Middle

Top 40%

Top 20%

beat the S&P in 22% of quarters+3.8 pts/qtr better · 43% beat rate

That has mattered: over the past 2.7 years, funds with this little specialist backing trailed top-rung funds by about 3.8 points 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.

2,825 graded funds · 2.7 years of filings, measured as they were published · evidence, not advice

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.

Conviction exposure

6.4%

of the book in specialist-converged names

Late-stage weight

13.2%

of the book in Crowded or Fading names

Active share

96.2%

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 2026-09-09

Early Conviction
EXPE 2.1%OMC 1.9%FITB 1.8%+3 locked
Consensus
ADI 3.3%LAMR 3.3%PR 3.1%+19 locked
Emerging
VNT 2.7%LNT 2.4%PB 2.4%+2 locked
Crowded
IT 2.3%BRO 1.7%PII 1.7%+4 locked
Fading
TSN 2.5%ALGN 2%STZ 1.8%
see the names driving this grade, and how early each one is →
Watch this fund — free →X-ray what's inside →

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

Support leaving these positions

TSN 2.5% of the fund · Fading

IT 2.3% of the fund · Crowded

ALGN 2% of the fund · Fading

STZ 1.8% of the fund · Fading

BRO 1.7% of the fund · Crowded

Where it's genuinely early

VNT 2.7% of the fund · Emerging

LNT 2.4% of the fund · Emerging

PB 2.4% of the fund · Emerging

Read from today's disclosed book. Evidence, not advice.

The evidence base updates this week.

The specialists — not the whales — are already positioned for what comes next. Stop finding out last.

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