Artisan Small Cap Fund Quote
| ARTSX Fund | USD 36.49 0.23 0.63% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Artisan Small is trading at 36.49 as of the 17th of January 2025; that is 0.63 percent up since the beginning of the trading day. The fund's open price was 36.26. Artisan Small has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 28th of January 2023 and ending today, the 17th of January 2025. Click here to learn more.
The funds investment team employs a fundamental investment process to construct a diversified portfolio of U.S. small-cap growth companies. It invests primarily in U.S. companies and, under normal circumstances, the fund invests no less than 80 percent of its net assets plus any borrowings for investment purposes at market value at the time of purchase in the common stocks of small companies.. More on Artisan Small Cap
Moving together with Artisan Mutual Fund
| 0.81 | APDWX | Artisan Value Income | PairCorr |
| 0.81 | APDTX | Artisan Thematic | PairCorr |
| 0.92 | APDSX | Artisan Small Cap | PairCorr |
Moving against Artisan Mutual Fund
Artisan Mutual Fund Highlights
| Thematic Ideas | (View all Themes) |
| Fund Concentration | Artisan Partners Funds, Large Funds, Small Growth Funds, Small Growth Funds, Large Growth Funds, Small Growth, Artisan Partners Funds, Large, Small Growth (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 1st of February 2023 |
| Fiscal Year End | September |
Artisan Small Cap [ARTSX] is traded in USA and was established 17th of January 2025. Artisan Small is listed under Artisan Partners Funds category by Fama And French industry classification. The fund is listed under Small Growth category and is part of Artisan Partners Funds family. The entity is thematically classified as Small Growth Funds. This fund presently has accumulated 1.78 B in assets under management (AUM) with minimum initial investment of 1 K. Artisan Small Cap is currently producing year-to-date (YTD) return of 0.23%, while the total return for the last 3 years was -0.85%.
Check Artisan Small Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Artisan Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Artisan Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Artisan Small Cap Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Artisan Small Cap Mutual Fund Constituents
| VC | Visteon Corp | Stock | Consumer Discretionary | |
| BWXT | BWX Technologies | Stock | Industrials | |
| QTWO | Q2 Holdings | Stock | Information Technology | |
| JBT | John Bean Technologies | Stock | Industrials | |
| TYL | Tyler Technologies | Stock | Information Technology | |
| DCI | Donaldson | Stock | Industrials | |
| AYI | Acuity Brands | Stock | Industrials | |
| LSCC | Lattice Semiconductor | Stock | Information Technology |
Artisan Small Cap Risk Profiles
| Mean Deviation | 1.05 | |||
| Semi Deviation | 1.72 | |||
| Standard Deviation | 1.44 | |||
| Variance | 2.09 |
Artisan Small Against Markets
Other Information on Investing in Artisan Mutual Fund
Artisan Small financial ratios help investors to determine whether Artisan Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Artisan with respect to the benefits of owning Artisan Small security.
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