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    Artisan Small Cap Investor (ARTSX)

    29.28 Up 0.11(0.38%) Dec 19
    Prev Close:29.17
    YTD Return*:-2.97%
    Net Assets*:1.54B
    Yield*:N/A

    * As of 30-Nov-14

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

    Headlines

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    Top Holdings

    Symbol% AssetsYTD Return %
    DXCM4.0950.95
    AYI3.9926.88
    CGNX3.996.44
    CNQR3.7624.80
    TDY3.4316.99

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:1.54B
    Category:Small Growth
    Annual Report Expense Ratio (net):1.21%

    Performance & Risk

    YTD Return:-2.97%
    5y Avg Return:17.97%
    Rank in Category (ytd):81
    % Rank in Category (ytd):11.19%
    Beta (3y):1.14
    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. 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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