Investors should look beyond Artisan Small Cap’s recent struggles.
Artisan Small Cap Institutional APHSX
- NAV / 1-Day Return 33.61 / −0.68 %
- Total Assets 1.7 Bil
-
Adj. Expense Ratio
1.000%
- Expense Ratio 1.000%
- Distribution Fee Level Above Average
- Share Class Type Institutional
- Category Small Growth
- Investment Style Small Growth
- Min. Initial Investment 1.0 Mil
- Status Open
- TTM Yield —
- Turnover 30%
USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:12 PM GMT+0
Morningstar’s Analysis APHSX
Will APHSX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 39.5
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
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Guidewire Software Inc | 4.24 | 73.2 Mil | Technology |
argenx SE ADR | 3.84 | 66.3 Mil | Healthcare |
SPX Technologies Inc | 3.03 | 52.3 Mil | Industrials |
Novanta Inc | 2.90 | 50.0 Mil | Technology |
Trex Co Inc | 2.65 | 45.8 Mil | Industrials |
Saia Inc | 2.61 | 45.0 Mil | Industrials |