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After reading discussions below on Artisan Partners I decided to check on son's holding of ARTMX. 20 yrs mfo gives it a 5 rating on return. 10 yrs = 3, 5 &3 yrs =1 , & 1 yr =2 rating. Does anyone care to chime in about this fund. Thanks, Derf
Just a guess because I don't know the fund well, but Andrew Stephens started this fund and managed it until he retired in 2014. I can't look at the category rankings before 2008 but it seems like performance suffered after he retired, or maybe after he announced his retirement. If I held the fund I'd want to believe someone else on the team was just as good.
Just like most other funds in its category, no? I'm just glad I timed my buys in my Artisan funds properly which is what has kept me in them for such long time while I have reduced my positions.
Although POAGX is similar to ARTMX as both are mid-cap growth oriented, POAGX has been closed to new investors for several years. The larger cap version, PRIMECAP Odyssey Aggressive Growth Fund, POGRX is still open.
Thanks for all the replies . I'll take this up with son & see what he wants to do. As he has a limited number of funds to choose from I'll suggest sell some & invest in something he's short of, like bonds. Derf
Comments
I’m inclined to sell all shares. As previously stated it runs hot and cold AND there are better options I believe.
Derf