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Artisan Global Opportunities Fund Institutional Class (APHRX)

20.32
Net Asset Value
-0.05%
1 Day
+10.86%
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+0.64% 3 years+16.05%
3 months+2.01% 5 years--
1 year+9.77% Since inception+12.14%
Data through --

Peer Comparisonvs. World stock

 APHRXCategory
Performance 5-yr return--+12.29%
Expense ratio0.97%1.37%
Risk 5 year sharpe ratio1.180.91
Net assets$1.4B$1.3B
Average market cap$31.3B$42.2B
Average P/E32.518.2
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. stock55.45%
International stock37.18%
Cash6.27%
Fixed income1.10%
Other0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
IHS IHS Inc5.09%
REGN Regeneron Pharmaceuticals4.38%
V Visa3.72%
FB Facebook3.52%
-- 3.21%
ABT Abbott Laboratories3.12%
ILMN Illumina Inc3.09%
AAPL Apple3.08%
-- 3.07%
GOOGL Google2.86%