Dow Down 0.25% Nasdaq Down 0.26%

Artisan Small Cap Investor (ARTSX)

27.53 Down 0.13(0.47%) Aug 28
Prev Close:27.66
YTD Return*:-11.21%
Net Assets*:1.48B
Yield*:N/A

* As of 31-Jul-14

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

Top Holdings

Symbol% AssetsYTD Return %
CGNX4.498.43
AYI4.43-1.31
DXCM3.845.14
BRKR3.5413.30
TDY3.35-0.72

Fund Basics

Morningstar Overall Rating:
Total Assets:1.48B
Category:Small Growth
Annual Report Expense Ratio (net):1.25%

Performance & Risk

YTD Return:-11.21%
5y Avg Return:17.65%
Rank in Category (ytd):95
% Rank in Category (ytd):12.89%
Beta (3y):1.09
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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