3 / 5 Stars
3 2 2 4 5
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#56 in Small Growth
U.S. News evaluated 219 Small Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 18.55 percent over the past year, 14.15 percent over the past three years, 21.37 percent over the past five years, and 8.01 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||-4.0%|
|3 Years (Annualized)||14.2%|
|5 Years (Annualized)||21.4%|
|10 Years (Annualized)||8.0%|
The investment seeks maximum long-term capital growth. 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. It defines 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. The fund will not initiate a position in a company unless it has a market capitalization below $2.5 billion. It may invest in the securities of non-U.S. companies, but only if the securities are purchased or sold in the U.S.
Fees are Above Average compared to funds in the same category.
Artisan Small Cap Fund has an expense ratio of 1.25 percent.
Risk is Average compared to funds in the same category according to Morningstar.