The promotion of longtime analyst Jay Warner to comanager on Artisan Partners' growth team, which manages Artisan Small Cap, Artisan Mid Cap, Artisan Global Opportunities, and Artisan Global Discovery, creates a new generation of leadership. It does not alter any of the strategies' Morningstar Analyst Ratings, which range from Silver to Bronze, depending on fees.
Artisan Small Cap Investor ARTSX
NAV / 1-Day Return
28.61
/
3.89
%
Total Assets
2.0 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
1.190%
Expense Ratio
1.190%
Fee Level
Above Average
Longest Manager Tenure
17.74
years
Category
Small Growth
Investment Style
Small GrowthMin. Initial Investment
1,000
Status
Open
TTM Yield
0.00%
Turnover
40%
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
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.
Artisan Adds Manager to Growth Team; Ratings Unchanged
