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Artisan Small Cap Value Fund Institutional Shares (APHVX)

Net Asset Value
1 Day
Overall Morningstar Rating
Small value
Style or Category
No Load
Sales Expenses
Expense Ratio
Below Average
Morningstar Risk Rating™
Investment Objective The investment seeks 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+1.69% 3 years+5.47%
3 months+7.80% 5 years--
1 year-8.10% Since inception+1.49%
Data through --

Peer Comparisonvs. Small value

Performance 5-yr return--+10.20%
Expense ratio0.99%1.36%
Risk 5 year sharpe ratio0.320.73
Net assets$492.2M$745.8M
Average market cap$1.3B$2.6B
Average P/E16.516.9
Portfolio turnover31%31%

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Fund Management and Purchase Info

Fund familyArtisan
Fund manager & tenureScott Satterwhite / 18 Years
Minimal initial investment$1,000,000.00
Minimum IRA investment--


U.S. stock94.11%
International stock0.64%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
EME EMCOR Group Inc3.50%
INT World Fuel Services Corp3.15%
FUL HB Fuller Co2.88%
CUB Cubic Corp2.75%
TECD Tech Data Corp2.61%
ARW Arrow Electronics Inc2.45%
RCII Rent-A-Center Inc2.06%
KAMN Kaman Corp1.74%
NX Quanex Building Products Corp1.69%
AZZ AZZ Inc1.63%