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 month-1.92% 3 years--
3 months+0.20% 5 years--
1 year-1.40% Since inception+14.58%
Data through --

Peer Comparisonvs. Small growth

Performance 5-yr return--+15.53%
Expense ratio1.00%1.40%
Risk 5 year sharpe ratio1.040.95
Net assets$1.5B$805.4M
Average market cap$3.0B$2.9B
Average P/E32.127.5
Portfolio turnover39%39%

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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. stock91.23%
International stock2.91%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
DXCM DexCom Inc5.11%
AYI Acuity Brands Inc4.31%
CSGP CoStar Group Inc3.28%
ATHN athenahealth Inc3.21%
CPHD Cepheid3.21%
TDY Teledyne Technologies Inc3.06%
GWRE Guidewire Software Inc2.99%
CGNX Cognex Corp2.96%
TASR TASER International Inc2.87%
DNKN Dunkin' Brands Group Inc2.70%

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