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    Artisan Small Cap Investor (ARTSX)

    31.67 Down 0.39(1.22%) Aug 3
    Prev Close:32.06
    YTD Return*:10.07%
    Net Assets*:1.35B
    Yield*:N/A

    * As of 30-Jun-15

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

    Headlines

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    Top Holdings

    Symbol% AssetsYTD Return %
    DXCM6.19N/A
    AYI5.05N/A
    TASR3.55N/A
    CSGP3.28N/A
    CGNX3.21N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:1.35B
    Category:Small Growth
    Annual Report Expense Ratio (net):1.21%

    Performance & Risk

    YTD Return:10.07%
    5y Avg Return:20.11%
    Rank in Category (ytd):19
    % Rank in Category (ytd):2.5%
    Beta (3y):0.87
    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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