- What does ARTSX invest in?
- The fund’s investment team employs a fundamental investment process to construct a diversified portfolio of U.S. small-cap growth companies. It invests primarily in U.S. companies and, under normal circumstances, 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.
- What is the expense ratio of ARTSX?
- Artisan Small Cap Fund Inv Shs (ARTSX) charges an expense ratio of 1.25%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is ARTSX?
- Artisan Small Cap Fund Inv Shs (ARTSX) manages $950.0M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
- Is ARTSX actively managed or an index fund?
- ARTSX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.
- When was ARTSX launched?
- Artisan Small Cap Fund Inv Shs (ARTSX) launched in February 1996 and is managed by the fund issuer.
- How has ARTSX performed?
- ARTSX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
