Artisan Small Cap Fund Institutional Shares (APHSX)

Net Asset Value
1 Day
Overall Morningstar Rating
Small growth
Style or Category
No Load
Sales Expenses
Expense Ratio
Morningstar Risk Rating™
Investment Objective The investment seeks maximum long-term capital growth. The fund invests no less than 80% of its net assets plus any borrowings for investment purposes at market value at the time of purchase in the common stocks of small companies. It defines a small company as one with a market capitalization less than three times the weighted average market capitalization of companies in the Russell 2000 ® Index. It may invest in the securities of non-U.S. companies, but only if the securities are purchased or sold in the U.S.


1 month0.00% 3 years+18.66%
3 months+5.37% 5 years--
1 year+20.19% Since inception+16.29%
Data through --

Peer Comparisonvs. Small growth

Performance 5-yr return--+15.12%
Expense ratio1.00%1.38%
Risk 5 year sharpe ratio0.980.82
Net assets$1.5B$812.0M
Average market cap$3.2B$2.9B
Average P/E30.528.3
Portfolio turnover39%39%

There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.

Fund Management and Purchase Info

Fund familyArtisan
Fund manager & tenureCraigh Cepukenas / 10 Years
Minimal initial investment$1,000,000.00
Minimum IRA investment--


U.S. stock89.28%
International stock3.28%
Fixed income3.20%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
DXCM DexCom Inc5.71%
AYI Acuity Brands Inc5.10%
CGNX Cognex Corp3.57%
CSGP CoStar Group Inc3.49%
CPHD Cepheid3.32%
GWRE Guidewire Software Inc3.06%
DNKN Dunkin' Brands Group Inc2.97%
ULTI Ultimate Software Group Inc2.80%
TASR TASER International Inc2.78%
ATHN athenahealth Inc2.59%

To view my watchlist

Not a member yet?

Sign up now for a free account