Back to top

Best of Funds

Zacks Equity Research

Quick Guide to Artisan Small Cap Investor Fund (ARTSX)

ARTSX

Trades from $3

Artisan Small Cap Investor (ARTSX - Free Report) a Zacks Rank #1 (Strong Buy) was incepted in March 1995 and is managed by Artisan Partners Limited. ARTSX 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. ARTSX's focus is on well - managed companies whose growth and profit potential are not yet fully recognized. ARTSX declares dividends and capital gains annually.

This fund, as of the last filing, allocates their fund in four major groups; Small Growth, Foreign Bond, Large Growth and Foreign Stock. Further, as of the last filing, Acuity Brands, Dexcom and Ultimate Software Group were the top holdings for ARTSX.

Artisan Small Cap Investor, managed by Artisan Funds, carries an expense ratio of 1.20%. Moreover, ARTSX requires a minimal initial investment of $1,000.

ARTSX has a history of positive total returns for over 10 years. Specifically, the fund’s returns over the 1, 3, 5 year benchmarks; 1 year 3.76%, 3 year 3.03% and 5 year 11.44%. To see how this fund performed compared in its category and other #1 and #2 Ranked Mutual Funds, please click here.

ARTSX’s performance, as of the last filing, when compared to funds in its category was in the top 32% in 1 year, top 53% over the past 3 years, and in the 31% over the past 5 years.

About Zacks Mutual Fund Rank

By applying the Zacks Rank to mutual funds, investors can find funds that not only outpaced the market in the past but are also expected to outperform going forward. Pick the best mutual funds with the Zacks Rank.

Want key mutual fund info delivered straight to your inbox?

Zacks’ free Fund Newsletter will brief you on top news and analysis, as well as top-performing mutual funds, each week. Get it free >>

In-Depth Zacks Research for the Tickers Above

Artisan Small Cap Fund Inv (ARTSX) - FREE report >>