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Artisan Mid Cap Growth Trust (Tier 1)

AS OF 2025-12-31
INVESTMENT STRATEGY:

The investment objective of this Fund is to seek maximum long-term capital growth. There is no guarantee that the Fund will meet its investment objective. The Fund will attempt to meet its objective by investing in U.S. mid-cap growth companies.

Fund Category:
Stock

PORTFOLIO DETAILS

Inception Date 2016-06-28
Gross Expense Ratiof1 (%) 0.85
Net Expense Ratiof1 (%) 0.85

Average Annual Total Returns %

As of 2025-12-31
Artisan Mid Cap Growth Trust
YTD 15.03
1 Year 15.03
3 Year 17.08
5 Year 2.39
10 Year
Since Inception 12.40
Russell Midcap Growth Indexi25
YTD 8.66
1 Year 8.66
3 Year 18.64
5 Year 6.65
10 Year 12.49
Since Inception --
Performance data quoted represents past performance. Past performance is no guarantee of future results. Due to market volatility, current performance may be less or higher than the figures shown. Investment return and principal value will fluctuate so that upon redemption, shares may be worth more or less than their original cost. Performance data does not reflect deduction of redemption fee, which, if such fee exists, would lower performance. For current to the most recent month-end performance information, please log onto myplan.johnhancock.com or call a John Hancock representative at (800) 294-3575.
  YTD 1 Year 3 Year 5 Year 10 Year Since Inception
Artisan Mid Cap Growth Trust 15.03 15.03 17.08 2.39 -- 12.40
Russell Midcap Growth Indexi25 8.66 8.66 18.64 6.65 12.49 --
Performance data quoted represents past performance. Past performance is no guarantee of future results. Due to market volatility, current performance may be less or higher than the figures shown. Investment return and principal value will fluctuate so that upon redemption, shares may be worth more or less than their original cost. Performance data does not reflect deduction of redemption fee, which, if such fee exists, would lower performance. For current to the most recent month-end performance information, please log onto myplan.johnhancock.com or call a John Hancock representative at (800) 294-3575.

Principal Risks

Principal Risks include: Collective Funds, Equity Securities, Growth Investing, Market/Market Volatility and Mid-Cap. See disclosure for details.

Collective Funds The fund is a collective investment fund and is privately offered. Therefore information on this investment is not available in local publications.

Equity Securities The value of equity securities, which include common, preferred, and convertible preferred stocks, will fluctuate based on changes in their issuers' financial conditions, as well as overall market and economic conditions, and can decline in the event of deteriorating issuer, market, or economic conditions.

Growth Investing Growth securities may be subject to increased volatility as the value of these securities is highly sensitive to market fluctuations and future earnings expectations. These securities typically trade at higher multiples of current earnings than do other securities and may lose value if it appears their earnings expectations may not be met.

Market/Market Volatility The market value of the portfolio's securities may fall rapidly or unpredictably because of changing economic, political, or market conditions, which may reduce the value of the portfolio.

Mid-Cap Concentrating assets in mid-capitalization stocks may subject the portfolio to the risk that those stocks underperform other capitalizations or the market as a whole. Mid-cap companies may be subject to increased liquidity risk compared with large-cap companies and may experience greater price volatility than do those securities because of more-limited product lines or financial resources, among other factors.

Important Notes

Other:

f1. The Gross Expense Ratio does not include fee waivers or expense reimbursements which result in lower actual cost to the investor. The Net Expense Ratio represents the effect of a fee waiver and/or expense reimbursement and is subject to change.

Marketing support services are provided by John Hancock Distributors LLC.

Index Description:

i25. Russell Midcap Growth Index: The Russell Midcap Growth Index is an unmanaged index that measures the performance of those Russell Midcap companies with higher price-to-book ratios and higher forecasted growth values. Results assume the reinvestment of all capital gain and dividend distributions. An investment cannot be made directly into an index.