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Artisan Small Cap Fund Inv Shs: (MF: ARTSX)

(NASDAQ Mutual Funds) As of Jul 11, 2025 08:00 PM ET

$34.03 USD

-0.36 (-1.05%)

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 Jun 30, 2025

Total Return %* Percentile Rank Objective
YTD -3.57 67
3 months 7.29 45
6 months -3.57 67
1 Year 5.76 48
3 Year 9.86 46
5 Year 1.40 97
10 Year 8.14 30

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 145.94
Bear Market (10/07 - 2/09) -57.76
Bull Market (2/09 - 3/21) 812.91

Load Adjusted Returns as of Jun 30, 2025

1 Year 5.76
5 Year 1.39
10 Year 8.14
Since Inception 9.76

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -10.13 7.29 NA NA
2024 9.43 -4.45 8.57 1.01
2023 7.59 1.10 -7.98 9.18
2022 -18.04 -21.52 3.22 6.27
2021 -5.02 4.36 -1.19 -6.97
2020 -14.97 37.25 8.57 27.06

Annual Return

20252024202320222021202020192018201720162015
% Total Return -3.5714.689.29-29.43-8.8960.9840.162.2526.825.540.32
% Total Return Rel to Index -9.78-10.33-16.95-11.23-37.5742.588.676.645.02-6.39-1.06
% Total Return Rel to Peer -1.782.76-6.78-9.92-28.2041.9914.7213.0211.22-10.405.05
% Perf Quintile vs Peer* 0.000.005.005.005.001.001.001.001.005.001.00
% Dividends 0.000.000.000.070.000.000.000.000.000.000.00
% Yield 0.000.000.000.250.000.000.000.000.000.000.00
Capital Gains ($) 0.001.830.000.005.082.702.655.434.970.332.71
Expense Ratio 1.241.231.231.201.191.201.201.201.211.251.23

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