ARTQX Mutual Fund
ARTQX Mutual Fund
NAV$16.13
TER1.18%
Holdings53
See how much of ARTQX you already own
ARTQX Mutual Fund
NAV$16.13
Artisan Mid Cap Value Fund Investor Class
TER1.18%
Holdings53
See how much of ARTQX you already own
ARTQX Mutual Fund Overlap Analysis
ARTQX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
ARTQX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 53 holdings, ARTQX may share significant positions with broad-market funds.
ARTQX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. ARTQX tax-loss harvesting finds highly correlated but non-identical funds.