Artisan Small Cap Value
875 East Wisconsin Ave Ste 800 Milwaukee WI 53202
Map
Phone: 800-344-1770
| Category: | Small Value | | Fund Family: | Artisan | | Net Assets: | 1.70B | | Year-to-Date Return: | -1.08% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 29-Sep-97 |
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Scott C. Satterwhite
Lead Manager since
29-Sep-97 | | | Satterwhite is a managing director of Artisan Partners. He joined Artisan as a portfolio manager in 1997. Satterwhite holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $1,000 | | Min Subsequent Investment: | $50 | | Min Subsequent Investment, IRA: | $50 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks long-term capital growth. The fund invests primarily in U.S. companies and, under normal market conditions, the fund invests no less than 80% of net assets plus any borrowings in the common stocks of small companies with market capitalizations less than three times the weighted average market cap of companies in the Russell 2000 index. The maximum investment in any single industry is 25% and no more than 5% 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
(15-Nov-01):
| 0.02 | | Last Cap Gain
(19-Dec-07):
| 3.09 | | Annual Holdings Turnover
| 72.00% | | Average for Category:
| 83.07% |
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| Expense | ARTVX | Category
Avg | | Total Expense Ratio: | 1.19%
| 1.51% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.35% | | Max Deferred Sales Load: | 0.00%
| 2.65% | | 3 Yr Expense Projection*: |
$378 | $660 | | 5 Yr Expense Projection*: |
$654 | $1,039 | | 10 Yr Expense Projection*: |
$1,443 | $2,118 |
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