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+0.88% 3 years+13.39%
3 months+5.99% 5 years+13.75%
1 year+25.71% Since inception+12.90%
Data through --

Peer Comparisonvs. World large stock

Performance 5-yr return+13.75%+10.76%
Expense ratio0.93%1.20%
Risk 5 year sharpe ratio1.110.92
Net assets$3.1B$1.5B
Average market cap$40.0B$77.8B
Average P/E29.920.4
Portfolio turnover34%34%

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Fund Management and Purchase Info

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


International stock48.73%
U.S. stock47.35%
Fixed income0.00%
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%