Artisan Global Opportunities Fund Institutional Class (APHRX)

27.65
Net Asset Value
-0.11%
1 Day
+6.43%
Year-to-Date
Overall Morningstar Rating
World large stock
Style or Category
No Load
Sales Expenses
0.93%
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+1.73% 3 years+12.36%
3 months+1.51% 5 years+12.25%
1 year+19.16% Since inception+12.41%
Data through --

Peer Comparisonvs. World large stock

 APHRXCategory
Performance 5-yr return+12.25%+9.21%
Expense ratio0.93%1.19%
Risk 5 year sharpe ratio1.010.81
Net assets$3.1B$1.5B
Average market cap$37.6B$74.1B
Average P/E29.116.8
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--

Holdings

International stock49.41%
U.S. stock45.14%
Cash5.45%
Fixed income0.00%
Other0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
INFO IHS Markit Ltd6.20%
V Visa5.67%
-- 3.47%
BAC Bank of America3.33%
STT State Street3.24%
-- 3.03%
-- 2.84%
ASML ASML Holding NV2.72%
LKQ LKQ Corp2.61%
-- 2.51%