APHSX:NASDAQArtisan Small Cap Fund Institutional Shares Analysis
Data as of 2026-09-02 - not real-time
$42.05
Latest Price
5/10Risk
Risk Level: Medium
Executive Summary
Artisan Small Cap Institutional is priced at $42.05 and its moving averages line up in bullish order, the shorter sitting above the longer. The last 30 days have gained 3.0%. RSI sits at 45.1, which reads as neutral, and MACD momentum is bearish. Watch $42.67 as support and $44.77 as the nearer resistance level.
The 0.02% expense ratio is very low for its category, and the fund manages $872.9M in assets.
The composite risk read is 5/10, putting it in moderate territory. With 30-day volatility of 20.9%, a beta of 1.45 and a maximum drawdown of 16.5%, position sizing matters here. The wider market backdrop reads extreme greed at 92 on the fear-greed composite.
This one splits by horizon — buy in the near term, hold further out, at 4/10 long-term conviction.
The 0.02% expense ratio is very low for its category, and the fund manages $872.9M in assets.
The composite risk read is 5/10, putting it in moderate territory. With 30-day volatility of 20.9%, a beta of 1.45 and a maximum drawdown of 16.5%, position sizing matters here. The wider market backdrop reads extreme greed at 92 on the fear-greed composite.
This one splits by horizon — buy in the near term, hold further out, at 4/10 long-term conviction.
Top Market Events
Artisan Partners, an investment management company, released its second-quarter 2026 investor letter for its “Artisan...Artisan Partners, an investment management company, released its second-quarter 2026 investor letter for its “Artisan...Artisan Partners, an investment management company, released its second-quarter 2026 investor letter for its “Artisan...
Market Outlook
Short Term
< 1 yearPositive
Model confidence: 5/10
Key Factors
- Short-term moving averages stacked above long-term ones
- Trading above the 200-day average of 40.03
- MACD momentum is negative
Medium Term
1–3 yearsPositive
Model confidence: 4/10
Key Factors
- Short-term moving averages stacked above long-term ones
- Trading above the 200-day average of 40.03
- MACD momentum is negative
Long Term
> 3 yearsNeutral
Model confidence: 4/10
Key Factors
- Low expense ratio of 0.02%
- Short-term moving averages stacked above long-term ones
- 30-day volatility of 20.9%
Key Metrics & Analysis
Mutual Fund Metrics
Expense Ratio0.02%
BenchmarkS&P 500
Max Drawdown-16.48%
Style DriftMedium
Technical Analysis
TrendBullish
RSI45.1
Support$42.67
Resistance$44.77
MA 20$43.65
MA 50$43.16
MA 200$40.03
MACDBearish
VolumeStable
Fear & Greed Index92.25
Risk Assessment
Beta1.45
Volatility20.88%
Sector RiskMedium
Currency RiskLow
Liquidity RiskMedium
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MUTUAL_FUNDThis analysis may contain inaccuracies and is provided for informational and research purposes only. It is not personal investment advice, a recommendation, or an instruction to buy, sell, or hold any asset.