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 Dow Down 0.16% Nasdaq Up 0.40%

Artisan Small Cap Investor (ARTSX)

26.83 Up 0.14(0.52%) Jul 23
Prev Close:26.69
YTD Return*:-3.98%
Net Assets*:1.63B
Yield*:N/A

* As of 30-Jun-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Top Holdings

Symbol% AssetsYTD Return %
AYI4.027.83
DXCM3.8812.06
CGNX3.852.96
ATHN3.44-3.03
CPHD3.325.76

Fund Basics

Morningstar Overall Rating:
Total Assets:1.63B
Category:Small Growth
Annual Report Expense Ratio (net):1.25%

Performance & Risk

YTD Return:-3.98%
5y Avg Return:21.37%
Rank in Category (ytd):91
% Rank in Category (ytd):12.35%
Beta (3y):1.06
Morningstar Risk Rating:3

Fund Summary

The investment seeks maximum long-term capital growth. The fund invests no less than 80% of its net assets plus any borrowings for investment purposes at market value at the time of purchase in the common stocks of small companies. It defines a small company as one with a market capitalization less than three times the weighted average market capitalization of companies in the Russell 2000® Index. The fund will not initiate a position in a company unless it has a market capitalization below $2.5 billion. It may invest in the securities of non-U.S. companies, but only if the securities are purchased or sold in the U.S. View More
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