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Artisan Small Cap Value Fund Investor Shares (ARTVX)

Net Asset Value
1 Day
Overall Morningstar Rating
Small value
Style or Category
No Load
Sales Expenses
Expense Ratio
Morningstar Risk Rating™
Investment Objective The investment seeks long-term capital growth. The fund invests primarily in U.S. companies and, under normal circumstances, 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. The managers define 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+1.52% 3 years+0.47%
3 months+11.49% 5 years+0.75%
1 year-8.17% Since inception+8.34%
Data through --

Peer Comparisonvs. Small value

Performance 5-yr return+0.75%+6.61%
Expense ratio1.27%1.34%
Risk 5 year sharpe ratio0.090.48
Net assets$354.9M$748.1M
Average market cap$2.1B$2.4B
Average P/E17.718.9
Portfolio turnover40%40%

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Fund Management and Purchase Info

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


U.S. stock80.03%
International stock1.38%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Industrial materials 19.16%
Business service 15.12%
Energy 13.10%
Hardware 9.93%
Utilities 8.24%
Top 10 Holdings
Portfolio weighting
INT World Fuel Services Corp3.56%
ARW Arrow Electronics Inc3.34%
AL Air Lease Corp3.22%
EME EMCOR Group Inc3.13%
FUL HB Fuller Co2.87%
R Ryder System Inc2.72%
TECD Tech Data Corp2.47%
KEX Kirby Corp2.26%
TKR Timken Co1.92%
VMI Valmont Industries Inc1.91%

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