Artisan Global Opportunities Fund Institutional Class (APHRX)

20.49
Net Asset Value
-0.34%
1 Day
+11.78%
Year-to-Date
Overall Morningstar Rating
World stock
Style or Category
No Load
Sales Expenses
0.97%
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.

Performance

1 month+1.39% 3 years+17.89%
3 months+5.89% 5 years--
1 year+13.30% Since inception+12.31%
Data through --

Peer Comparisonvs. World stock

 APHRXCategory
Performance 5-yr return--+9.45%
Expense ratio0.97%1.38%
Risk 5 year sharpe ratio0.980.72
Net assets$1.4B$1.3B
Average market cap$29.7B$43.2B
Average P/E31.919.4
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--

Holdings

U.S. stock56.30%
International stock35.62%
Cash6.18%
Fixed income1.90%
Other0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
AMAT Applied Materials Inc4.97%
-- 4.74%
IHS IHS Inc4.71%
REGN Regeneron Pharmaceuticals4.05%
BIIB Biogen3.42%
V Visa3.30%
FB Facebook3.26%
AAPL Apple3.20%
GOOGL Google3.07%
-- 2.95%

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