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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. It may invest in the securities of non-U.S. companies, but only if the securities are purchased or sold in the U.S.


1 month-0.27% 3 years+12.45%
3 months-8.57% 5 years+15.04%
1 year+8.51% Since inception+8.66%
Data through --

Peer Comparisonvs. Small growth

Performance 5-yr return+15.04%+12.11%
Expense ratio1.21%1.37%
Risk 5 year sharpe ratio1.090.78
Net assets$1.3B$770.2M
Average market cap$3.5B$2.8B
Average P/E35.526.5
Portfolio turnover39%39%

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Fund Management and Purchase Info

Fund familyArtisan
Fund manager & tenureCraigh Cepukenas / 10 Years
Minimal initial investment$1,000.00
Minimum IRA investment--


U.S. stock91.98%
International stock3.75%
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
DXCM DexCom Inc6.19%
AYI Acuity Brands Inc5.05%
TASR TASER International Inc3.55%
CSGP CoStar Group Inc3.28%
CGNX Cognex Corp3.21%
CPHD Cepheid3.18%
DNKN Dunkin' Brands Group Inc3.17%
GWRE Guidewire Software Inc2.85%
ULTI Ultimate Software Group Inc2.69%
TDY Teledyne Technologies Inc2.29%

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