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Artisan Small Cap Institutional (APHSX)

40.34 -0.96 (-2.32%)
As of 8:05:07 AM EST. Market Open.
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  • Previous Close 41.30
  • YTD Return 10.82%
  • Expense Ratio 1.02%
  • Category Small Growth
  • Last Cap Gain 24.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Net Assets 845.39M
  • Beta (5Y Monthly) 1.30
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover --
  • Last Dividend 0.15
  • Inception Date Mar 28, 1995

The fund’s 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% 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.

Artisan Partners Funds

Fund Family

Small Growth

Fund Category

845.39M

Net Assets

1995-03-28

Inception Date

Performance Overview

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Trailing returns as of 10/30/2026. Category is Small Growth.

YTD Return

APHSX
10.82%
Category
12.40%

1-Year Return

APHSX
14.61%
Category
55.69%

3-Year Return

APHSX
14.75%
Category
19.34%

5-Year Return

APHSX
0.06%
Category
20.72%

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