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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-2.48% 3 years+6.03%
3 months+11.15% 5 years--
1 year-11.92% Since inception+9.52%
Data through --

Peer Comparisonvs. Small growth

Performance 5-yr return--+6.48%
Expense ratio1.02%1.34%
Risk 5 year sharpe ratio0.520.43
Net assets$1.2B$811.2M
Average market cap$3.1B$2.8B
Average P/E34.024.6
Portfolio turnover45%45%

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Fund Management and Purchase Info

Fund familyArtisan
Fund manager & tenureCraigh Cepukenas / 11 Years
Minimal initial investment$1,000,000.00
Minimum IRA investment--


U.S. stock90.70%
International stock3.80%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
AYI Acuity Brands Inc6.32%
DXCM DexCom Inc4.42%
ATHN athenahealth Inc3.70%
ULTI Ultimate Software Group Inc3.65%
CSGP CoStar Group Inc3.52%
GWRE Guidewire Software Inc3.37%
DNKN Dunkin' Brands Group Inc3.13%
CGNX Cognex Corp3.05%
TASR TASER International Inc2.74%
LKQ LKQ Corp2.49%

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