Morningstar

Artisan Small Cap Fund Investor Shares ARTSX

Morningstar Medalist Rating
Medalist Rating as of | See Artisan Partners Investment Hub
  • NAV / 1-Day Return 41.49  /  −1.26 %
  • Total Assets 1.0B
  • Adj. Expense Ratio
    1.250%
  • Expense Ratio 1.250%
  • 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 0.00
  • Turnover 65%

USD | NAV as of Jul 11, 2026 | 1-Day Return as of Jul 11, 2026, 12:11 AM GMT+0

Morningstar’s Analysis ARTSX

Will ARTSX outperform in the future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable ARTSX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the ARTSX 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 ARTSX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Ride it out.

Principal Jack Shannon

Jack Shannon

Principal

Summary

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.

by Jack Shannon
Rated on Published on

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Portfolio Holdings ARTSX

More ARTSX Holdings
  • 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

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