Artisan Small Cap Fund Investor Shares ARTSX

Morningstar Medalist Rating
  • NAV / 1-Day Return$38.43  /  +1.41%
  • Fund Size$845.4M
  • Adjusted Expense Ratio1.250%
  • Net Expense Ratio1.250%
  • Fee Level: DistributionAbove Average
  • Share Class TypeNo Load
  • Morningstar CategorySmall Growth
  • Equity Style Box (Funds)Small Growth
  • Minimum Initial Investment$1,000
  • Investment StatusOpen
  • TTM Yield0.00%
  • Turnover Ratio65%

Morningstar’s Analysis ARTSX

Will ARTSX outperform in the future?

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

Continued patience is warranted.

Principal Jack Shannon

Jack Shannon

Principal

Summary

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.

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 Holdings33.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Twist Bioscience Corp

3.9233M
Healthcare

Cognex Corp

3.7732M
Technology

Ascendis Pharma AS

3.6031M
Healthcare

Madrigal Pharmaceuticals Inc

3.5730M
Healthcare

Guardant Health Inc

3.4229M
Healthcare

Bruker Corp

3.3528M
Healthcare

Marex Group Ltd

3.3128M
Financial Services

Glaukos Corp

2.8724M
Healthcare

Weatherford International PLC Ordinary Shares - New

2.7223M
Energy

The Vita Coco Co Inc

2.7223M
Consumer Defensive

Sponsor Center