Our Terms of Service and Privacy Policy have changed.

By continuing to use this site, you are agreeing to the new Privacy Policy and Terms of Service.

Artisan Global Opportunities Fund Institutional Class (APHRX)

Net Asset Value
1 Day
Overall Morningstar Rating
World large 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's investment team employs a fundamental investment process to construct a diversified portfolio of U.S. and non-U.S. growth companies across a broad capitalization range. The team seeks to invest in companies that the advisor believes possess franchise characteristics- are benefiting from an accelerating profit cycle and are trading at a discount to its estimate of private market value.


1 month+6.58% 3 years+16.66%
3 months+8.07% 5 years+14.59%
1 year+33.16% Since inception+12.42%
Data through --

Peer Comparisonvs. World large stock

Performance 5-yr return+14.59%+10.76%
Expense ratio0.93%1.21%
Risk 5 year sharpe ratio1.141.02
Net assets$2.8B$1.7B
Average market cap$38.6B$75.4B
Average P/E31.720.7
Portfolio turnover34%34%

There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.

Fund Management and Purchase Info

Fund familyArtisan
Fund manager & tenureJames Hamel / 9 Years
Minimal initial investment$1,000,000.00
Minimum IRA investment--


U.S. stock50.28%
International stock43.40%
Fixed income0.03%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
INFO IHS Markit Ltd6.08%
V Visa5.67%
FB Facebook3.43%
BAC Bank of America3.29%
STT State Street3.08%
SPGI S&P Global Inc3.04%
GOOGL Google3.00%
LKQ LKQ Corp2.95%
-- 2.87%
-- 2.73%