Artisan Small Cap Value Institutional

The investment seeks 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.

Key stats

Management firm  Artisan
Domicile  United States
Fund Administrator  Artisan Partners Holdings LP
Global Branding Name  Artisan
Fund currency  USD
Launch Date  2012-02-01
ISIN  US04314H7668
SEDOL  B7G8JG5
Manager 1 Name  Scott Satterwhite
Manager 2 Name  James Kieffer
Fund Strategy  Small Blend
Benchmark  Russell 2000 TR USD
Fund Structure  Open Ended Investment Company
UCITS 3 compliant  no

Performance/Volatility

Return Date  2014-08-31
Return - 1 Month  3.30%
Return - 2 Months  -2.84 %
Return - 3 Months  -0.43%
Return - 6 Months  -0.80 %
Return - 9 months  -0.54 %
Return - 12 Months  11.79%
Annualized return 24 months  14.65 %
Annualized return 36 months  0.00 %
Annualized return 48 months  0.00 %
Annualized return 60 months  0.00 %
Return 120 months  0.00 %
Annualized return since Inception  8.33%
Return YTD  -2.01%

Ratings

Morning Star Rating Date   2014-08-31
Morning Star Rating - 36 Months  fund has a 1 star rating
Morning Star Rating - 60 Months  fund has a 1 star rating
Morning Star Rating - 120 Months  fund has a 3 star rating fund has a 3 star rating fund has a 3 star rating
Morning Star Rating - Overall  fund has a 2 star rating fund has a 2 star rating

Charges

Initial  0.00 %
Minimum Investment  $1,000,000
Maximum Managment Charge  1.00 %
Exit charge  0.00 %
Performance Fee  0.00 %

Contact

Contact Address  875 E. Wisconsin Avenue, Suite 800
Contact city  Milwaukee
Contact country  United States
Fund Admin Group  Artisan
Web Address  www.artisanfunds.com
Custodian  State Street Bank & Trust Co
Phone  800.344.1770

Price

Last Price Date  2014-09-11
Pre-tax nav  18.25
Pre-tax offer  0.00
Pre-tax bid  0.00
Pre-tax mid  0.00
Post-tax nav  0.00
Post-tax offer  0.00
Post-tax bid  0.00
Price change  $0.12
Price change (percentage)  0.66 %
Guaranteed NAV  0.00000
Close Price  0.00

Funds Disclaimer

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Ratings Disclaimer

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