Artisan Small Cap Investor (ARTSX)
* As of 31-Jul-14
Quotes delayed, except where indicated otherwise. Currency in USD.
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||1.25%|
Performance & Risk
|5y Avg Return:||17.65%|
|Rank in Category (ytd):||95|
|% Rank in Category (ytd):||12.89%|
|Morningstar Risk Rating:||3|
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 2000Â® 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