Artisan Small Cap Fund Inv Shs

Frequently Asked Questions About ARTSX

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 $855.6M 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 is actively managed: the manager selects holdings rather than tracking an index. Active funds typically charge higher expense ratios than index funds (ARTSX's is 1.25%) in exchange for the discretion to over- or under-weight positions.

When was ARTSX launched?

Artisan Small Cap Fund Inv Shs (ARTSX) launched in February 1996 and is managed by Artisan Partners.

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.