Artisan Small Cap remains mired in a multiyear performance rut, but a thoughtful investment process and experienced leadership are reasons to remain optimistic. The team is sticking to its core investment philosophy, but the managers made changes to the analyst team, showing that they're not just hoping things will turn around.
Artisan Small Cap Fund Institutional Shares APHSX
- NAV / 1-Day Return $40.53 / +1.33 %
- Fund Size $845.4M
- Adjusted Expense Ratio 1.020%
- Net Expense Ratio 1.020%
- Fee Level: Distribution Above Average
- Share Class Type Institutional
- Morningstar Category Small Growth
- Equity Style Box (Funds) Small Growth
- Minimum Initial Investment $1M
- Investment Status Open
- TTM Yield 0.00%
- Turnover Ratio 65%
Morningstar’s Analysis APHSX
Will APHSX outperform in the 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 33.3
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Twist Bioscience Corp | 3.92 | 33M | Healthcare |
Cognex Corp | 3.77 | 32M | Technology |
Ascendis Pharma AS | 3.60 | 31M | Healthcare |
Madrigal Pharmaceuticals Inc | 3.57 | 30M | Healthcare |
Guardant Health Inc | 3.42 | 29M | Healthcare |
Bruker Corp | 3.35 | 28M | Healthcare |
Marex Group Ltd | 3.31 | 28M | Financial Services |
Glaukos Corp | 2.87 | 24M | Healthcare |
Weatherford International PLC Ordinary Shares - New | 2.72 | 23M | Energy |
The Vita Coco Co Inc | 2.72 | 23M | Consumer Defensive |
United States