Artisan Global Opportunities Fund Institutional Class (APHRX)

19.35
Net Asset Value
-0.31%
1 Day
+5.56%
Year-to-Date
Overall Morningstar Rating
World stock
Style or Category
No Load
Sales Expenses
0.97%
Expense Ratio
Above Average
Morningstar Risk Rating™
Investment Objective The investment seeks maximum long-term capital growth. The fund primarily invests in common stocks and other equity securities of U.S. and non-U.S. companies, including depositary receipts. Its investments in non-U.S. securities may include investments in developed markets, as well as emerging and less developed markets. The U.S. companies in which the fund invests generally have market capitalizations of at least $3 billion at the time of initial purchase, although the fund may invest in a U.S. company with a lower market capitalization if it already holds a position in that company.

Performance

1 month+4.82% 3 years+14.40%
3 months+2.22% 5 years--
1 year+4.69% Since inception+10.61%
Data through --

Peer Comparisonvs. World stock

 APHRXCategory
Performance 5-yr return--+9.54%
Expense ratio0.97%1.40%
Risk 5 year sharpe ratio1.040.74
Net assets$1.2B$1.3B
Average market cap$28.0B$43.1B
Average P/E29.017.6
Portfolio turnover45%45%

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Fund Management and Purchase Info

Fund familyArtisan
Fund manager & tenureJames Hamel / 6 Years
Minimal initial investment$1,000,000.00
Minimum IRA investment--

Holdings

U.S. stock58.63%
International stock33.89%
Cash5.71%
Fixed income1.76%
Other0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
AMAT Applied Materials Inc5.73%
IHS IHS Inc4.92%
REGN Regeneron Pharmaceuticals4.49%
-- 4.29%
BIIB Biogen3.64%
V Visa3.15%
GOOGL Google3.07%
DFS Discover Financial Services3.07%
GOOG Google3.04%
AAPL Apple2.96%

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