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Artisan Small Cap Fund Institutional Shares

Artisan Small Cap Fund Institutional Shares

APHSX Β· NMFQS
APHSX Β· NMFQS
33.07
USD-1.15-3.36%
Artisan Small Cap Fund Institutional Shares
APHSX
33.07
USD-1.15-3.36%

Sector weight

Sector
Equity %
Category Average
Technology
41.12%
24.39%
Healthcare
28.02%
19.65%
Industrials
15.20%
21.53%
Consumer Cyclical
7.79%
10.33%
Financial Services
3.15%
9.73%
Consumer Defensive
2.54%
4.22%
Real Estate
2.17%
2.35%
Basic Materials
0.00%
2.70%
Utilities
0.00%
0.76%
Communication Services
0.00%
1.54%
Energy
0.00%
2.81%
Government
0.00%
1.21%
Municipal
0.00%
0.00%
Corporate
0.00%
1.10%
Securitized
0.00%
0.00%
Cash and Equivalents
0.00%
97.69%
Derivative
0.00%
0.00%

World Regions

Region
Equity %
Category Average
North America
99.16%
96.81%
United Kingdom
0.22%
0.78%
Asia Developed
0.20%
0.09%
Europe Developed
0.15%
0.91%
Africa/Middle East
0.13%
0.70%
Asia Emerging
0.10%
0.31%
Latin America
0.06%
0.36%
Japan
0.00%
0.01%
Australasia
0.00%
0.01%
Europe Emerging
0.00%
0.03%

Market Capitalization

Size
Portfolio
Category Average
Benchmark
AverageMarketCap
6.75K USD
6.91K USD
5.76K USD
Small
63.76%
71.43%
72.31%
Medium
20.24%
16.57%
11.61%
Micro
10.36%
7.88%
15.99%
Large
2.53%
0.73%
0.10%
Giant
0.00%
0.02%
0.00%

Valuation and Growth

Growth Rates
APHSX.US
Category Average
Price/Prospective Earnings
29.52%
26.18%
Price/Cash Flow
18.22%
17.36%
Price/Book
4.87%
3.70%
Price/Sales
2.68%
2.71%
Dividend Yield
0.10%
0.45%
Valuation Rates
APHSX.US
Category Average
Cash-Flow Growth
31.33%
11.67%
Historical Earnings
18.42%
5.63%
Long-Term Earnings
15.04%
10.91%
Sales Growth
13.55%
4.12%
Book-Value Growth
12.55%
10.42%

FAQs

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