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Artisan Small Cap Value Investor

ARTVX
9.44
-0.13
-1.36%
2/5/2016
5 Years
  • Previous Close

    9.57

  • Net Assets

    369.99M

  • Yield

    1.27%

  • Front load

    None

  • Expenses

    1.26%

  • Category

    Small Value

  • Morningstar Risk

    Below Average

  • Morningstar Rating ★★
Profile

Name of Issuer

Artisan

Fund Style

Open

Fund Manager

George Sertl, Jr.

Investment Style

Small Value

The investment seeks long-term capital growth. The fund invests primarily in U.S. companies and, under normal circumstances, the fund invests no less than 80% 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. The managers define a small company as one with a market capitalization less than three times the weighted average market capitalization of companies in the Russell 2000® Index.

Purchase Information

Initial Purchase 1,000
Initial Purchase: IRA NA
Initial Purchase: AIP 1,000

Inception

9/29/1997

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