Artisan Global Opportunities Fund Investor Class (ARTRX)

18.04
Net Asset Value
+0.06%
1 Day
-1.47%
Year-to-Date
Overall Morningstar Rating
World stock
Style or Category
No Load
Sales Expenses
1.28%
Expense Ratio
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-3.06% 3 years+11.77%
3 months-0.82% 5 years+20.30%
1 year+15.94% Since inception+11.98%
Data through --

Peer Comparisonvs. World stock

 ARTRXCategory
Performance 5-yr return+20.30%+18.38%
Expense ratio1.28%1.43%
Risk 5 year sharpe ratio1.291.11
Net assets$999.9M$1.3B
Average market cap$28.7B$41.4B
Average P/E31.016.2
Portfolio turnover----

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Fund Management and Purchase Info

Fund familyArtisan
Fund manager & tenureAndrew Stephens / 5 Years
Minimal initial investment$1,000.00
Minimum IRA investment--

Holdings

U.S. stock51.91%
International stock40.21%
Cash5.37%
Fixed income2.51%
Other0.00%
Top 5 Sectors
Portfolio weighting
Hardware 22.31%
Industrial materials 12.47%
Telecommunication 10.44%
Consumer goods 10.04%
Consumer service 8.18%
Top 10 Holdings
Portfolio weighting
GOOGL Google Inc Class A6.71%
REGN Regeneron Pharmaceuticals, Inc.6.14%
IHS IHS, Inc. Class A5.31%
-- Hexagon AB Class B4.91%
AMAT Applied Materials, Inc.4.41%
BIIB Biogen Idec Inc3.38%
-- Fanuc Corp3.28%
DFS Discover Financial Services3.10%
BIDU Baidu, Inc. ADR2.72%
-- James Hardie Industries PLC DR2.51%

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