Artisan Small Cap Fund Institutional Shares (APHSX)

32.49
Net Asset Value
-0.67%
1 Day
+4.94%
Year-to-Date
Overall Morningstar Rating
Small growth
Style or Category
No Load
Sales Expenses
1.01%
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.

Performance

1 month+0.58% 3 years+11.88%
3 months+5.18% 5 years+13.87%
1 year+22.88% Since inception+14.19%
Data through --

Peer Comparisonvs. Small growth

 APHSXCategory
Performance 5-yr return+13.87%+13.96%
Expense ratio1.01%1.28%
Risk 5 year sharpe ratio0.940.98
Net assets$1.4B$1.1B
Average market cap$4.7B$4.0B
Average P/E36.132.3
Portfolio turnover35%35%

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Fund Management and Purchase Info

Fund familyArtisan
Fund manager & tenureCraigh Cepukenas / 13 Years
Minimal initial investment$1,000,000.00
Minimum IRA investment--

Holdings

U.S. stock95.67%
Cash2.86%
International stock1.47%
Fixed income0.00%
Other0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
TDY Teledyne Technologies Inc3.90%
BWXT BWX Technologies Inc3.38%
JBT John Bean Technologies Corp3.38%
GWRE Guidewire Software Inc3.15%
PFPT Proofpoint Inc3.04%
VC Visteon Corp3.00%
VEEV Veeva Systems Inc2.94%
WBS Webster Financial Corp2.93%
QTWO Q2 Holdings Inc2.75%
TTWO Take-Two Interactive Software Inc2.46%