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Artisan Small Cap Investor ARTSX

Medalist Rating as of | See Artisan Partners Investment Hub
  • NAV / 1-Day Return 34.35  /  +1.36 %
  • Total Assets 1.5 Bil
  • Adj. Expense Ratio
    1.230%
  • Expense Ratio 1.230%
  • 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 30%

USD | NAV as of Jul 11, 2024 | 1-Day Return as of Jul 11, 2024, 10:12 PM GMT+0

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
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 39.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Lattice Semiconductor Corp

6.10 105.4 Mil
Technology

Shockwave Medical Inc

5.00 86.3 Mil
Healthcare

Ascendis Pharma A/S ADR

4.82 83.1 Mil
Healthcare

Halozyme Therapeutics Inc

4.33 74.8 Mil
Healthcare

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