Artisan Global Opportunities Fund Institutional Class (APHRX)

Net Asset Value
1 Day
Overall Morningstar Rating
World stock
Style or Category
No Load
Sales Expenses
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.


1 month-3.94% 3 years+20.91%
3 months-0.83% 5 years--
1 year+9.74% Since inception+13.89%
Data through --

Peer Comparisonvs. World stock

Performance 5-yr return--+14.83%
Expense ratio1.03%1.42%
Risk 5 year sharpe ratio1.110.86
Net assets$1.2B$1.4B
Average market cap$28.1B$39.8B
Average P/E31.417.3
Portfolio turnover----

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Fund Management and Purchase Info

Fund familyArtisan
Fund manager & tenureAndrew Stephens / 5 Years
Minimal initial investment$1,000,000.00
Minimum IRA investment--


U.S. stock54.84%
International stock37.82%
Fixed income3.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
IHS IHS Inc Class A5.81%
AMAT Applied Materials Inc4.92%
REGN Regeneron Pharmaceuticals Inc4.67%
-- Hexagon AB Class B4.44%
BIIB Biogen Idec Inc3.58%
GOOGL Google Inc Class A3.35%
GOOG Google Inc Class C3.30%
DFS Discover Financial Services3.14%
APC Anadarko Petroleum Corp3.13%
-- Fanuc Corp3.06%

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