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Artisan Small Cap Fund - Advisor Shares: (MF: APDSX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 06:05 PM ET

$35.32 USD

+0.04 (0.11%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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4-Sell of 5       4  

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 7.33 45
3 months 4.57 69
6 months 12.75 22
1 Year 18.08 47
3 Year 10.86 54
5 Year -1.70 93
10 Year NA NA

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of Feb 28, 2026

1 Year 8.43
5 Year -2.55
10 Year NA
Since Inception 10.38

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -10.09 7.33 8.74 3.33
2024 9.42 -4.40 9.03 0.65
2023 7.63 1.18 -7.96 9.25
2022 -18.05 -21.48 3.27 6.30
2021 -4.98 4.39 -1.17 -6.91

Annual Return

202620252024202320222021202020192018
% Total Return 7.338.4314.809.51-29.36-8.7561.1740.342.37
% Total Return Rel to Index 3.37-9.78-10.21-16.73-11.15-37.4342.778.856.76
% Total Return Rel to Peer 0.181.132.87-6.56-9.84-28.0642.1714.9113.15
% Perf Quintile vs Peer* 3.003.000.005.005.005.001.001.001.00
% Dividends 0.000.000.000.000.100.000.000.000.00
% Yield 0.000.000.000.000.330.000.000.000.00
Capital Gains ($) 0.002.911.830.000.005.082.702.655.42
Expense Ratio 0.001.101.081.071.061.061.081.081.06

* 1 = Top 20%, 5 = Bottom 20%