Artisan Small Cap Fund Quote
| APHSX Fund | USD 34.68 0.54 1.58% |
PerformanceVery Weak
| Odds Of DistressLow
|
Artisan Small is trading at 34.68 as of the 20th of March 2025; that is 1.58 percent up since the beginning of the trading day. The fund's open price was 34.14. Artisan Small has about a 21 % 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 20th of December 2024 and ending today, the 20th of March 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
Moving against Artisan Mutual Fund
Artisan Mutual Fund Highlights
| Fund Concentration | Artisan Funds, Large Funds, Small Growth Funds, Small Growth, Artisan (View all Sectors) |
| Update Date | 31st of March 2025 |
Artisan Small Cap [APHSX] is traded in USA and was established 20th of March 2025. Artisan Small is listed under Artisan category by Fama And French industry classification. The fund is listed under Small Growth category and is part of Artisan family. This fund presently has accumulated 1.81 B in assets under management (AUM) with no minimum investment requirementsArtisan Small Cap is currently producing year-to-date (YTD) return of 2.9%, while the total return for the last 3 years was 4.74%.
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
| OLLI | Ollies Bargain Outlet | Stock | Consumer Discretionary | |
| VEEV | Veeva Systems Class | Stock | Health Care | |
| ARGX | argenx NV ADR | Stock | Health Care | |
| TTWO | Take Two Interactive Software | Stock | Communication Services | |
| NEO | NeoGenomics | Stock | Health Care | |
| ACIW | ACI Worldwide | Stock | Information Technology | |
| MPWR | Monolithic Power Systems | Stock | Information Technology | |
| BWXT | BWX Technologies | Stock | Industrials |
Artisan Small Cap Risk Profiles
| Mean Deviation | 1.14 | |||
| Standard Deviation | 1.47 | |||
| Variance | 2.16 | |||
| Risk Adjusted Performance | (0.1) |
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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