Our Terms of Service and Privacy Policy have changed.

By continuing to use this site, you are agreeing to the new Privacy Policy and Terms of Service.

Artisan Small Cap Fund Investor Shares (ARTSX)

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.


1 month+0.08% 3 years+10.99%
3 months+4.58% 5 years+13.75%
1 year+21.19% Since inception+9.09%
Data through --

Peer Comparisonvs. Small growth

Performance 5-yr return+13.75%+13.02%
Expense ratio1.25%1.28%
Risk 5 year sharpe ratio0.991.04
Net assets$1.3B$1.0B
Average market cap$4.4B$3.8B
Average P/E37.129.4
Portfolio turnover35%35%

There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.

Fund Management and Purchase Info

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


U.S. stock94.25%
International stock1.88%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Industrial materials 15.96%
Hardware 15.77%
Healthcare 11.83%
Consumer service 11.37%
Financial service 8.89%
Top 10 Holdings
Portfolio weighting
TDY Teledyne Technologies Inc3.66%
GWRE Guidewire Software Inc3.51%
BWXT BWX Technologies Inc3.34%
JBT John Bean Technologies Corp3.29%
VEEV Veeva Systems Inc3.26%
PFPT Proofpoint Inc3.19%
VC Visteon Corp3.17%
CGNX Cognex Corp3.07%
QTWO Q2 Holdings Inc3.04%
TTWO Take-Two Interactive Software Inc3.02%