Artisan Small Cap Fund
Shareclass
Artisan Small Cap Investor (ARTSX)
Type
Open-end mutual fund
Manager
Gender equality score
45
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: U.S. Equity Fund
Ranking: 1,762 out of 2,546 funds
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Groups
Categories
Gender balance in leadership and workforce
24/40
Equal compensation and work life balance
5/30
Policies promoting gender equality
16/20
Commitment, transparency, and accountability
0/10
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Artisan Small Cap Fund ARTSX
Environment
Social
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Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Workiva Inc Class A1.5% of assets$20.95M invested
- 2. Halozyme Therapeutics Inc5.36% of assets$74.8M invested
- 3. GitLab Inc Class A1.12% of assets$15.61M invested
- 4. Tyler Technologies Inc1.09% of assets$15.22M invested
- 5. Twist Bioscience Corp2.7% of assets$37.75M invested
- 6. Crocs Inc1.76% of assets$24.62M invested
- 7. Parsons Corp0.36% of assets$5.02M invested
- 8. Elastic NV0.8% of assets$11.19M invested
- 9. Novanta Inc2.82% of assets$39.36M invested
- 10. MarketAxess Holdings Inc2.04% of assets$28.52M invested
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Interparfums Inc0.53% of assets$7.41M invested
- 2. Saia Inc1.85% of assets$25.88M invested
- 3. Installed Building Products Inc1.31% of assets$18.27M invested
- 4. Allegro Microsystems Inc Ordinary Shares1.07% of assets$14.9M invested
- 5. CCC Intelligent Solutions Holdings Inc2.19% of assets$30.55M invested
- 6. MACOM Technology Solutions Holdings Inc2.93% of assets$40.96M invested
- 7. Onto Innovation Inc1.55% of assets$21.7M invested
- 8. Applied Industrial Technologies Inc1.27% of assets$17.72M invested
- 9. Lattice Semiconductor Corp3.94% of assets$54.98M invested
- 10. Confluent Inc Class A0.69% of assets$9.62M invested
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Financial performance
Performance data provided by
Find more financial data on ARTSX at Morningstar.com
Find more financial data on ARTSX at Morningstar.comGender Equality and Returns
Enlarge
The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
Benchmarking tool
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