Artisan Small Cap
875 East Wisconsin Ave Ste 800 Milwaukee WI 53202
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Phone: 800-344-1770
| Category: | Small Growth | | Fund Family: | Artisan | | Net Assets: | 589.50M | | Year-to-Date Return: | -40.13% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 28-Mar-95 |
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Marina T. Carlson
Lead Manager since
01-Apr-99 | | | Carlson is a managing director of Artisan Partners. Carlson holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $50 | | Min Subsequent Investment: | $50 | | Min Subsequent Investment, IRA: | $50 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks maximum long-term capital growth. The fund invests primarily in U.S. companies and, 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 capitalizations of companies in the Russell 2000 index. The maximum investment in any single industry is 25% and no more than 3% may be invested in securities of a single issuer. The fund tries to maintain a cash position of no more than 5% of net assets. |
| Last Dividend
| N/A | | Last Cap Gain
(19-Dec-07):
| 1.85 | | Annual Holdings Turnover
| 74.00% | | Average for Category:
| 115.78% |
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| Expense | ARTSX | Category
Avg | | Total Expense Ratio: | 1.18%
| 1.59% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.39% | | Max Deferred Sales Load: | 0.00%
| 2.66% | | 3 Yr Expense Projection*: |
$384 | $680 | | 5 Yr Expense Projection*: |
$665 | $1,078 | | 10 Yr Expense Projection*: |
$1,466 | $2,142 |
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1.83% Nasdaq 0.00%
0.08 (0.92%) 
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