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Mutual Fund Insights: Artisan Small Cap Value Fund (ARTVX)
In-depth Analysis of Artisan Small Cap Value (ARTVX)
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Last Trade: $13.59 on 11/20/2009, Change: -0.03 (-0.22%)
Fund Manager - Scott C. Satterwhite
Fund Manager Tenure: 12.2 yearsFundmojo Fund Grade: A (Score: 0.7) (What does this score mean?)Scott C. Satterwhite is the Managing Director of Artisan Partners and has co-managed Artisan Partners? Mid-Cap Value Strategy for over 5 years. Scott C. Satterwhite joined Artisan Partners in 1997. Scott C. Satterwhite holds the Chartered Financial Analyst designation.
Category Average: 11.22% , -7.72% , 1.02% | Category Average: 1.51% | Category Average: 86.21% |
What we like about Artisan Small Cap Value Fund (ARTVX)
Data for Artisan Small Cap Value Fund (ARTVX) as of October 31, 2009
- Artisan Small Cap Value Fund (ARTVX) management has been with Artisan Small Cap Value Fund for 12.2 years
- Artisan Small Cap Value Fund (ARTVX) has good short-term performance (1-year return 26.44% vs 11.22% Small Value category average)
- Artisan Small Cap Value Fund (ARTVX) has good mid-term performance (3-year return -1.51% vs -7.72% Small Value category average)
- Artisan Small Cap Value Fund (ARTVX) has good Long-term performance (5-year return 6.14% vs 1.02% Small Value category average)
- Artisan Small Cap Value Fund (ARTVX) has a Morningstar rating of 4 and above
- Artisan Small Cap Value Fund (ARTVX) has an annual stock turnover rate of 75.00% vs Small Value average of 86.21%. It is good that Artisan Small Cap Value management does not trade extensively for its return.
- Artisan Small Cap Value Fund (ARTVX) has a lower management fee than its Small Value average: 1.20% vs 1.51%
- Artisan Small Cap Value Fund (ARTVX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses
What we are cautious about Artisan Small Cap Value Fund (ARTVX)
Data for Artisan Small Cap Value Fund (ARTVX) as of October 31, 2009
- Artisan Small Cap Value Fund (ARTVX) ratio of up-years vs down years can be improved
- Artisan Small Cap Value Fund (ARTVX) is less safe compared to its Small Value peers
- Artisan Small Cap Value Fund (ARTVX) is more volatile than its peers as it has a 3-year Standard Deviation of 25.18 that is higher than category average of 24.9
Interested in other top mutual funds in similar Small Value category?
Below are some additional Small Value mutual funds generated out of our database
- American Century Small Cap Value Inv (ASVIX) [ Compare ASVIX with ARTVX ]
- Heartland Value Plus (HRVIX) [ Compare HRVIX with ARTVX ]
- Perkins Small Cap Value S (JISCX) [ Compare JISCX with ARTVX ]
- Browse other funds in Small Value Category
Artisan Small Cap Value Fund (ARTVX) Net Asset
Track net asset change of Artisan Small Cap Value fund (ARTVX)
| Date | Net Asset |
| 10/2009 | $2.13B |
| 09/2009 | $2.02B |
| 08/2009 | $1.86B |
Artisan Small Cap Value Fund (ARTVX) Portfolio Allocation
Track portfolio allocation change of Artisan Small Cap Value fund (ARTVX)
| Date | Cash | Stock | Bond | Other |
| 09/2009 | 8.15% | 91.85% | 0% | 0% |
| 06/2009 | 7.33% | 92.67% | 0% | 0% |
| 03/2009 | 2.82% | 97.18% | 0% | 0% |
Most Recent Top 10 Holdings in Artisan Small Cap Value Fund (ARTVX)
Discover what Artisan Small Cap Value Fund (ARTVX) manager is buying
Varian, Inc. [1.49%] EL PASO ELECTRIC CO [1.45%] Manhattan Associates, Inc. [1.41%] Lawson Software, Inc. [1.39%] ARROW ELCTS [1.38%] CLECO CP(HLDG CO) [1.36%] QUANEX BLDG PRODS CP [1.35%] MONSTER WORLDWIDE [1.34%] ACUITY BRANDS INC [1.34%] | Lawson Software, Inc. [1.58%] MicroStrategy Incorporated [1.49%] ACUITY BRANDS INC [1.47%] Cymer, Inc. [1.47%] Orbotech Ltd. [1.47%] REGAL BELOITE CP [1.47%] Varian, Inc. [1.45%] Varian Semiconductor Equipment [1.4%] QUANEX BLDG PRODS CP [1.4%] | MAXIMUS INC [2.04%] STEWART INFO SVC [1.96%] Manhattan Associates, Inc. [1.91%] SPSS Inc. [1.71%] MCDERMOTT INT PANAMA [1.59%] Standard Microsystems Corporati [1.58%] Varian Semiconductor Equipment [1.56%] Cymer, Inc. [1.51%] Lawson Software, Inc. [1.49%] |
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Latest News on Artisan Small Cap Value (ARTVX)
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- Fund Mojo Score is 0.75 (A+) and above
- Fund Manager has been with the fund for more than 5 years
- Key performances (1-year, 3-year and 5-year performance) beat its category peers
- 5-year return is positive
- Initial investment requirement is less or equal to $10,000
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| Data is provided for informational purposes only, and is not intended for trading purposes. Although data are gathered from sources believed to be reliable, Fund Mojo and its content providers cannot guarantee completeness and accuracy. Performance data quoted represents past performance. Fund Mojo and its content providers accept no liability for reliance on this data. |
