Advertisement
Skip to Content
Morningstar

Artisan Small Cap Investor ARTSX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 31.88  /  0.25 %
  • Total Assets 1.9 Bil
  • Adj. Expense Ratio
    1.200%
  • Expense Ratio 1.190%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Small Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.26%
  • Turnover 34%

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 11:09 PM GMT+00:00

Morningstar’s Analysis ARTSX

Will ARTSX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable ARTSX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the ARTSX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of ARTSX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Leaning into Biotech

Senior Analyst

Summary

| by Jack Shannon

Artisan Small Cap’s well-defined, consistently executed process is overseen by a skilled and experienced leadership team. It earns it a Morningstar Analyst Rating of Silver or Bronze, depending on share-class fees.

Unlock our full analysis with Morningstar Investor