About ARTSX
Artisan Small Cap Fund Investor Shares is an actively managed mutual fund focused on long-term capital appreciation through investments in small-cap U.S. companies. The fund primarily targets growth-oriented businesses, constructing a diversified portfolio that spans sectors such as healthcare, technology, and industrials. Its investment approach relies on fundamental analysis, aiming to identify companies with strong competitive positions and the potential for above-average earnings growth. The fund typically maintains at least 80% of its assets in small-cap common stocks, adhering to the standards for the small growth category. Artisan Small Cap Fund Investor Shares is supported by an experienced management team, with several members serving for more than a decade. The fund’s holdings are relatively concentrated, with the top ten positions representing a substantial portion of assets, reflecting a high-conviction strategy. It appeals to investors seeking exposure to dynamic, smaller U.S. companies that may offer significant growth opportunities but also exhibit higher volatility and risk compared to large-cap counterparts. The fund’s role in the market centers on providing access to the small-cap growth segment, a key component of portfolio diversification for investors looking beyond large, established firms.
Fund Family Artisan Partners Funds
Category Small-Cap Growth
Performance Rating Average
Risk Rating Above Average
Stock Exchange Nasdaq
Ticker Symbol ARTSX
Share Class Investor Shares
Index Russell 2000 TR
ARTSX had a total return of 10.46% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.46%.
