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Morningstar

Artisan Small Cap Investor ARTSX

Morningstar Analyst Rating
Analyst rating as of
NAV / 1-Day Return
28.41  /  2.12 %
Total Assets
2.0 Bil
Adj. Expense Ratio
1.190%
Expense Ratio
1.190%
Fee Level
Above Average
Longest Manager Tenure
18.02 years
Category
Small Growth
Investment Style
Small Growth
Min. Initial Investment
1,000
Status
Open
TTM Yield
0.00%
Turnover
40%

Morningstar’s Fund 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

Analyst

Summary

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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.

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