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-0.87% 3 years+13.32%
3 months+4.21% 5 years--
1 year+7.36% Since inception+12.01%
Data through --

Peer Comparisonvs. World stock

Performance 5-yr return--+9.54%
Expense ratio0.97%1.39%
Risk 5 year sharpe ratio1.040.78
Net assets$1.2B$1.3B
Average market cap$28.0B$44.3B
Average P/E29.018.7
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--


U.S. stock58.63%
International stock33.89%
Fixed income1.76%
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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