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15 important things you should know about Artisan ARTSX mutual fund

Updated: April 07, 2021
83
Bull Case
  • 3-year return above the benchmark
  • 5-year return above the benchmark
  • 10-year return above the benchmark
  • 15-year return above the benchmark
  • No sales load or distribution fees
Bear Case
  • High expense ratio

Before we start: if you’re looking for ARTSX “stock” price, you can quickly find it out by visiting Finny and typing "ARTSX quote". If you’re looking for a quick scoop on ARTSX "stock" (price chart, key stats, buy or sell analysis and holdings), go to Finny and look for "ARTSX". You’ll get all this info in one place.

Are you looking to buy or sell ARTSX? Or perhaps you’re looking for ARTSX fact sheet, and learn about its alternatives? If so, you came to the right place.

In this ARTSX mutual fund review, we’ll address key questions our readers have been asking us about this fund, above and beyond what you can find in its prospectus, and on Morningstar or Yahoo Finance.

Here is what you’ll be able to find in this review:

  • Fact Sheet: ARTSX performance, returns, expense ratio, holdings and dividend yield;
  • Analysis: ARTSX buy or sell; the pros and cons of investing in ARTSX mutual fund;
  • Alternatives: other ETFs and mutual funds you should consider as alternatives to ARTSX.

And here is the list of questions we’ll answer:

  1. Describe Artisan Partners Funds, Inc: Artisan Small Cap Fund; Investor Shares (ARTSX).
  2. What are ARTSX holdings?
  3. What is ARTSX performance? What are ARTSX historical returns?
  4. How many up and down years did ARTSX have historically?
  5. What is ARTSX dividend yield?
  6. What is ARTSX minimum initial investment amount?
  7. What is ARTSX expense ratio?
  8. Does ARTSX have any sales loads or 12b-1 distribution expenses?
  9. What is ARTSX tax efficiency (tax-cost ratio)?
  10. What is ARTSX beta? How would you assess ARTSX risk?
  11. What is ARTSX Sharpe ratio?
  12. What is ARTSX Finny Score? ARTSX buy or sell?
  13. What are the pros of investing in ARTSX? What are ARTSX buy reasons?
  14. What are the cons of investing in ARTSX? What are ARTSX sell reasons?

So let’s start. Scroll down to the question that interests you the most.

Fact Sheet

1. Describe Artisan Partners Funds, Inc: Artisan Small Cap Fund; Investor Shares (ARTSX).

The Fund seeks maximum long-term capital growth by investing in well-managed companies with sustainable growth prospects whose stocks appear undervalued, either because they lack investor recognition or are temporarily out of favor.

2. What are ARTSX top holdings?

ARTSX has 59 stock holdings and 0 bond holdings.

The top 10 holdings represent 35.67% of total assets. Here are the top holdings:

Name Symbol % Assets
Chegg Inc CHGG 4.82%
Halozyme Therapeutics Inc HALO 3.92%
HubSpot Inc HUBS 3.79%
BlackLine Inc BL 3.69%
Q2 Holdings Inc QTWO 3.60%
NeoGenomics Inc NEO 3.38%
Zynga Inc Class A ZNGA 3.35%
LivePerson Inc LPSN 3.28%
Ascendis Pharma A/S ADR ASND 2.97%
argenx SE ADR ARGX 2.87%

3. What is ARTSX performance? What are ARTSX historical returns?

ARTSX has generated the following returns:

  • 1-month return is -8.52%;
  • 3-month return is -2.88%;
  • 1-year return is -2.88%;
  • 3-year return is 27.70%;
  • 5-year return is 26.02%;
  • 10-year return is 16.81%;
  • 15-year return is 11.52%.

4. How many up and down years did ARTSX have historically?

In the last 10 years, ARTSX had 9 up years and 1 down year.

ARTSX up and down years

5. What is ARTSX dividend yield?

ARTSX yield is 0%.

6. What is ARTSX minimum initial investment amount?

ARTSX minimum initial investment amount is N/A.

7. What is ARTSX expense ratio?

ARTSX expense ratio is 1.2%. The expense ratio of a fund is the total percentage of fund assets used for administrative, management, and all other expenses.

ARTSX expenses

8. Does ARTSX have any sales loads or 12b-1 distribution expenses?

ARTSX 12b-1 distribution fee is 0. ARTSX front-end sales load is 0. ARTSX back-end sales load is 0.

9. What is ARTSX tax efficiency (tax-cost ratio)?

  • 1-year ax cost ratio is 1.31%;
  • 3-year ax cost ratio is 2.37%.
ARTSX tax costs

10. What is ARTSX beta? How would you assess ARTSX risk?

ARTSX Beta

11. What is ARTSX Sharpe ratio?

  • 3-year Sharpe ratio is 1.02;
  • 5-year Sharpe ratio is 1.19;
  • 10-year Sharpe ratio is 0.89;
  • 15-year Sharpe ratio is 0.58.
ARTSX Sharpe ratio

Analysis

12. What is Finny Score? buy or sell?

Finny Score is 83. Our quantitative analysis shows 5 reasons to buy and 1 reason to sell it, resulting in the Finny Score of 83.

13. What are the pros of investing in ARTSX? What are ARTSX buy reasons?

The following are ARTSX strengths from our perspective:

  • ARTSX 3-year return is 27.7%, which is higher than the 3-year return of the benchmark index (Russell 2000 TR USD), 15.33%.
  • ARTSX 5-year return is 26.02%, which is higher than the 5-year return of the benchmark index (Russell 2000 TR USD), 16.63%.
  • ARTSX 10-year return is 16.81%, which is higher than the 10-year return of the benchmark index (Russell 2000 TR USD), 11.81%.
  • ARTSX 15-year return is 11.52%, which is higher than the 15-year return of the benchmark index (Russell 2000 TR USD), 8.94%.
  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

14. What are the cons of investing in ARTSX? What are ARTSX negatives?

The following are ARTSX weaknesses from our perspective:

  • ARTSX expense ratio is 1.2%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?
In the ARTSX review, we covered ARTSX key stats (return, performance, yield, expense ratio, and holdings), buy and sell analysis, and alternative investments. If this review was helpful to you, feel free to check out other mutual fund and ETF reviews.
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