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Artisan Small Cap Fund Institutional Shares: (MF: APHSX)

(NASDAQ Mutual Funds) As of Apr 1, 2026 06:15 PM ET

$36.29 USD

+0.41 (1.14%)

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 7.32 45
3 months 4.58 69
6 months 12.80 22
1 Year 18.19 47
3 Year 10.96 53
5 Year -1.62 93
10 Year 12.89 15

* 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 8.56
5 Year -2.46
10 Year 10.66
Since Inception 11.43

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -10.06 7.36 8.72 3.41
2024 9.48 -4.38 9.05 0.66
2023 7.62 1.19 -7.96 9.27
2022 -18.02 -21.47 3.27 6.38
2021 -4.95 4.41 -1.12 -6.91

Annual Return

20262025202420232022202120202019201820172016
% Total Return 7.328.5614.929.53-29.27-8.6661.2940.492.4527.105.76
% Total Return Rel to Index 3.35-9.65-10.10-16.71-11.07-37.3442.899.006.845.31-6.17
% Total Return Rel to Peer 0.151.252.99-6.54-9.75-27.9742.3015.0613.2311.50-10.18
% Perf Quintile vs Peer* 3.003.000.005.005.005.001.001.001.001.005.00
% Dividends 0.000.000.000.000.140.000.000.000.000.000.00
% Yield 0.000.000.000.000.460.000.000.000.000.000.00
Capital Gains ($) 0.002.911.830.000.005.082.702.655.434.970.33
Expense Ratio 0.001.021.001.000.980.960.990.991.011.011.01

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