Despite a rough stretch of performance, Artisan Small Cap remains a solid long-term play thanks to an experienced management team and a thoughtful investment process. Mistakes were made in recent years, but every portfolio manager goes through slumps, and this strategy has the ingredients to get back on track.
Artisan Small Cap Fund Institutional Shares APHSX
- NAV / 1-Day Return 42.23 / −0.54 %
- Total Assets 1.0B
-
Adj. Expense Ratio
1.020%
- Expense Ratio 1.020%
- Distribution Fee Level Above Average
- Share Class Type Institutional
- Category Small Growth
- Investment Style Small Growth
- Min. Initial Investment 1M
- Status Open
- TTM Yield 0.00
- Turnover 65%
USD | NAV as of Jun 18, 2026 | 1-Day Return as of Jun 18, 2026, 12:11 AM GMT+0
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
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.
Parent Pillar
The Parent Pillar is our rating of APHSX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 36.9
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Modine Manufacturing Co | 6.01 | 53M | Consumer Cyclical |
Ascendis Pharma AS ADR | 5.87 | 52M | Healthcare |
Twist Bioscience Corp | 3.86 | 34M | Healthcare |
VSE Corp | 3.85 | 34M | Industrials |
MACOM Technology Solutions Holdings Inc | 3.68 | 33M | Technology |
Lattice Semiconductor Corp | 3.00 | 27M | Technology |
Cognex Corp | 2.86 | 25M | Technology |
Installed Building Products Inc | 2.67 | 24M | Consumer Cyclical |
Guidewire Software Inc | 2.61 | 23M | Technology |
Flowserve Corp | 2.52 | 22M | Industrials |
United States