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Artisan Small Cap Investor (ARTSX) Fund Ranking and Research

Ranking, Research and Recommendation of Artisan Small Cap Investor (ARTSX) Fund

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Graph of Artisan Small Cap Investor Fund (ARTSX) ManagerFund Manager - Craigh A. Cepukenas

Fund Manager Information

Fund Manager Tenure: 15.0 years
Fund Family: Artisan
Fund Category: Small Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: B (Score: 0.66)     (What does this score mean?)
Craigh A. Cepukenas, CFA is a managing director of Artisan and portfolio co-manager for Artisan Small Cap Fund and the firm's U.S. small-cap growth separate account portfolios. Prior to joining Artisan in November 1995 as an analyst, Mr. Cepukenas was an equity research associate at Stein Roe & Farnham in Chicago, where he began his career in 1989.  Get more insights on Craigh A. Cepukenas

 

Graph of Artisan Small Cap Investor Fund (ARTSX) ProfileArtisan Small Cap Investor Fund (ARTSX) Profile

Fund Profile and Description

Artisan Small Cap Investor Fund seeks maximum long-term capital growth. Artisan Small Cap Investor Fund invests primarily in U.S. companies. It normally invests no less than 80% of net assets plus any borrowings for investment purposes at market value at the time of purchase in the common stocks of small companies with market capitalizations less than three times the weighted average market capitalization of companies in the Russell 2000® Index. The maximum investment in any single industry is 25% of net assets and no more than 3% of assets may be invested in the securities of a single issuer. Artisan Small Cap Investor Fund tries to maintain a cash position of no more than 5% of net assets.

 

Artisan Small Cap Investor (ARTSX) Fund Strength What we like about Artisan Small Cap Investor (ARTSX) Fund

Data for Artisan Small Cap Investor Fund (ARTSX) as of May 30, 2016

  • Artisan Small Cap Investor Fund (ARTSX) management has been with Artisan Small Cap Investor Fund for 15.0 years
  • Artisan Small Cap Investor Fund (ARTSX) has good mid-term performance (3-year return 7.25% vs 6.86% Small Growth category median performance)
  • Artisan Small Cap Investor Fund (ARTSX) has good Long-term performance (5-year return 8.80% vs 7.01% Small Growth category median performance)
  • Artisan Small Cap Investor Fund (ARTSX) ratio of up-years vs down years is greater than 2
  • Artisan Small Cap Investor Fund (ARTSX) has an annual stock turnover rate of 45.31% vs Small Growth average of 63.11%. It is good that Artisan Small Cap Investor management does not trade extensively for its return.
  • Artisan Small Cap Investor Fund (ARTSX) has a lower expense ratio than its Small Growth average: 1.23% vs 1.31%
  • Artisan Small Cap Investor Fund (ARTSX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Artisan Small Cap Investor Fund (ARTSX) Weakness What we are cautious about Artisan Small Cap Investor (ARTSX) Fund

Data for Artisan Small Cap Investor Fund (ARTSX) as of May 30, 2016

  • Artisan Small Cap Investor Fund (ARTSX) has a Morningstar rating of 3 and below
  • Artisan Small Cap Investor Fund (ARTSX) is more volatile than its peers as it has a 3-year Standard Deviation of 17.25 that is higher than category average of 15.82
See Artisan Small Cap Investor Fund (ARTSX) performance details as of May 30, 2016

 

What do you think?

 

Compare Artisan Small Cap Investor Fund (ARTSX)Compare with other top Small Growth category mutual funds

Aadditional top Small Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Artisan Small Cap Investor-1.27-7.747.258.80
Thrivent Small Cap Stock A (AASMX)5.33-2.128.136.23Compare
Invesco Small Cap Growth A (GTSAX)2.31-6.349.449.20Compare
Brown Advisory Small-Cap Growth Inv (BIASX)1.441.9610.719.36Compare

See top fund managers for Small Growth Category Funds

 

Compare Artisan Small Cap Investor Fund (ARTSX)Compare with Small Growth category ETFs

Some Small Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
First Trust Small Cap Gr AlphaDEX ETF (FYC)2.08%0.72%8.41%
iShares S&P Small-Cap 600 Growth (IJT)3.38%0.39%10.55%
SPDR S&P 600 Small Cap Growth ETF (SLYG)3.30%0.18%10.49%
Vanguard S&P Small-Cap 600 Growth ETF (VIOG)2.78%0.08%10.38%
Vanguard Small-Cap Growth ETF (VBK)000

 

Graph of Artisan Small Cap Investor Fund (ARTSX) Net Asset TrackingArtisan Small Cap Investor (ARTSX) Fund Net Asset

Track net asset change of Artisan Small Cap Investor fund (ARTSX)

DateNet Asset
05/2016$1.15B
03/2016$1.16B
02/2016$1.10B
More historic net asset information on Artisan Small Cap Investor Fund (ARTSX)

  

Graph of Artisan Small Cap Investor Fund (ARTSX) Portfolio TrackingArtisan Small Cap Investor (ARTSX) Fund Portfolio Allocation

Track portfolio allocation change of Artisan Small Cap Investor fund (ARTSX)

DateCashStockBondOther
03/20165.5%94.5%0%0%
12/20155.16%94.84%0%0%
09/20156.94%93.06%0%0%
Click here to see more historic asset allocation information on Artisan Small Cap Investor Fund (ARTSX)

 

graph of Artisan Small Cap Investor Fund (ARTSX) Top 10 Position TrackingTop 10 Holdings in Artisan Small Cap Investor (ARTSX) Fund

Discover what Artisan Small Cap Investor Fund (ARTSX) manager is buying

Mar 30, 2016
Acuity Brands Inc (Holding Comp [6.32%]
DexCom, Inc. [4.42%]
athenahealth, Inc. [3.7%]
The Ultimate Software Group, In [3.65%]
CoStar Group, Inc. [3.52%]
Guidewire Software, Inc. Common [3.37%]
Cognex Corporation [3.05%]
TASER International, Inc. [2.74%]
LKQ Corporation [2.49%]

Dec 30, 2015
Acuity Brands Inc (Holding Comp [6.37%]
DexCom, Inc. [5.03%]
athenahealth, Inc. [4.05%]
CoStar Group, Inc. [3.65%]
Guidewire Software, Inc. Common [3.51%]
The Ultimate Software Group, In [3.48%]
Tyler Technologies, Inc. Common [2.68%]
Cognex Corporation [2.46%]
Bright Horizons Family Solution [2.4%]

Sep 29, 2015
Acuity Brands Inc (Holding Comp [5.42%]
DexCom, Inc. [5.36%]
athenahealth, Inc. [3.41%]
The Ultimate Software Group, In [3.24%]
Guidewire Software, Inc. Common [3.12%]
CoStar Group, Inc. [3.11%]
TASER International, Inc. [2.94%]
CEPHEID [2.91%]
Cognex Corporation [2.52%]
Click here for Stock Holding Change Map in Artisan Small Cap Investor Fund (ARTSX)

  

Latest News on Artisan Small Cap Investor (ARTSX) Fund

See what is happening with Artisan Small Cap Investor Fund (ARTSX)

 

Artisan Small Cap Investor Fund (ARTSX) Related ResourcesSee more information on Artisan Small Cap Investor (ARTSX) Fund

Popular pages on Artisan Small Cap Investor (ARTSX) Fund

  

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