Artisan Small Cap’s proven leadership and well-executed process for identifying growing companies earns it a Morningstar Analyst Rating of Silver or Bronze, depending on share-class fees.
Will APHSX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable APHSX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the APHSX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of APHSX’s parent organization’s priorities and whether they’re in line with investors’ interests.