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Artisan Global Opportunities Fund Institutional Class (APHRX)

17.13
Net Asset Value
+1.42%
1 Day
-12.74%
Year-to-Date
Overall Morningstar Rating
World stock
Style or Category
No Load
Sales Expenses
0.95%
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.

Performance

1 month-6.60% 3 years+4.72%
3 months-13.01% 5 years--
1 year-9.12% Since inception+8.28%
Data through --

Peer Comparisonvs. World stock

 APHRXCategory
Performance 5-yr return--+6.51%
Expense ratio0.95%1.36%
Risk 5 year sharpe ratio0.650.43
Net assets$1.4B$1.1B
Average market cap$28.1B$43.7B
Average P/E33.017.6
Portfolio turnover56%56%

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Fund Management and Purchase Info

Fund familyArtisan
Fund manager & tenureJames Hamel / 7 Years
Minimal initial investment$1,000,000.00
Minimum IRA investment--

Holdings

U.S. stock56.59%
International stock34.29%
Cash8.56%
Fixed income0.56%
Other0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
V Visa4.89%
IHS IHS Inc4.71%
FB Facebook4.44%
REGN Regeneron Pharmaceuticals4.27%
GOOGL Google4.15%
-- 3.55%
-- 3.47%
MRKT Markit Ltd3.43%
MHFI McGraw Hill Financial Inc3.18%
-- 3.14%

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