Skip to Content

Artisan Small Cap Investor ARTSX

Medalist Rating as of | See Artisan Partners Investment Hub
  • NAV / 1-Day Return 30.33  /  0.37 %
  • Total Assets 1.4 Bil
  • Adj. Expense Ratio
    1.200%
  • Expense Ratio 1.200%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield
  • Turnover 34%

Morningstar’s Analysis ARTSX

Will ARTSX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Stay the course.

Senior Analyst Jack Shannon

Jack Shannon

Senior Analyst

Summary

Investors should look beyond Artisan Small Cap’s recent struggles.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings ARTSX

  • Current Portfolio Date
  • Equity Holdings 58
  • Bond Holdings 0
  • Other Holdings 1
  • % Assets in Top 10 Holdings 45.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
8.06
131,005,527
Technology
6.59
107,168,949
Healthcare
5.82
94,543,969
Healthcare
3.93
63,902,250
Technology
3.86
62,791,597
Technology
3.70
60,147,848
Consumer Cyclical
3.59
58,300,264
Healthcare
3.57
58,087,027
Healthcare
3.17
51,496,225
Technology
3.15
51,201,338
Technology