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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
Above Average
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.


1 month+3.72% 3 years+10.54%
3 months+3.97% 5 years+11.87%
1 year+15.99% Since inception+12.75%
Data through --

Peer Comparisonvs. Small growth

Performance 5-yr return+11.87%+12.81%
Expense ratio1.01%1.29%
Risk 5 year sharpe ratio0.850.92
Net assets$1.3B$944.4M
Average market cap$4.3B$3.5B
Average P/E36.129.9
Portfolio turnover27%27%

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Fund Management and Purchase Info

Fund familyArtisan
Fund manager & tenureCraigh Cepukenas / 12 Years
Minimal initial investment$1,000,000.00
Minimum IRA investment--


U.S. stock90.19%
International stock2.90%
Fixed income1.59%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
VEEV Veeva Systems Inc3.69%
DXCM DexCom Inc3.62%
AYI Acuity Brands Inc3.49%
JBT John Bean Technologies Corp3.32%
PFPT Proofpoint Inc3.30%
GWRE Guidewire Software Inc3.23%
CGNX Cognex Corp3.17%
TDY Teledyne Technologies Inc3.05%
BWXT BWX Technologies Inc3.03%
VC Visteon Corp2.72%