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Artisan Small Cap Fund Inv Shs: (MF: ARTSX)
(NASDAQ Mutual Funds) As of May 23, 2025 08:00 PM ET
$31.99 USD
-0.04 (-0.13%)
Zacks MF Rank
4-Sell of 5 4
Fund Description
The fund was incepted in March 1995 and is managed by Artisan Partners Limited. The fund seeks maximum long-term capital growth. Artisan uses a bottom-up investment process to construct a diversified portfolio of small-cap U.S. growth companies. The fund's focus is on well - managed companies whose growth and profit potential are not yet fully recognized. The fund declares dividends and capital gains annually.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| Artisan Small Cap Investor | ARTSX | NA | NA | 0.00 | 0.00 | 0.96 | 1.23 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| Artisan Small Cap Fund Inv | ARTSX | 31.99 | 3/27/1995 | 0.00 | 1.25 | 4.52 | 3.47 |
| Artisan Small Cap Fund Inst | APHSX | 32.99 | 5/7/2012 | 0.00 | 1.48 | 4.74 | 3.70 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| Artisan Small Cap Investor | ARTSX | 1000 | 0 | 0 | A |
Contact Information
| Family | Artisan Funds |
| Address | c/o Boston Financial Boston, MA 02266-8412 |
| Phone | 800 344-1770 |