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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'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+1.81% 3 years+8.13%
3 months+11.34% 5 years--
1 year-0.81% Since inception+9.43%
Data through --

Peer Comparisonvs. World stock

Performance 5-yr return--+5.48%
Expense ratio0.95%1.33%
Risk 5 year sharpe ratio0.630.40
Net assets$1.5B$1.2B
Average market cap$24.5B$41.2B
Average P/E32.617.7
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--


U.S. stock55.72%
International stock36.74%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
V Visa5.18%
IHS IHS Inc4.98%
FB Facebook4.29%
GOOGL Google4.10%
MRKT Markit Ltd4.05%
-- 3.74%
SPGI S&P Global Inc3.37%
-- 3.02%
ABT Abbott Laboratories2.90%
REGN Regeneron Pharmaceuticals2.86%

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