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Artisan Global Opportunities Fund Investor Class (ARTRX)

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-1.07% 3 years+7.57%
3 months+2.41% 5 years+13.14%
1 year+8.00% Since inception+10.90%
Data through --

Peer Comparisonvs. World stock

Performance 5-yr return+13.14%+10.83%
Expense ratio1.19%1.33%
Risk 5 year sharpe ratio1.130.88
Net assets$1.8B$1.2B
Average market cap$29.6B$49.0B
Average P/E34.518.1
Portfolio turnover56%56%

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Fund Management and Purchase Info

Fund familyArtisan
Fund manager & tenureJames Hamel / 8 Years
Minimal initial investment$1,000.00
Minimum IRA investment--


U.S. stock48.38%
International stock45.15%
Fixed income0.30%
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
INFO IHS Markit Ltd8.62%
V Visa5.08%
SPGI S&P Global Inc4.15%
-- 3.95%
FB Facebook3.89%
GOOGL Google3.86%
BSX Boston Scientific Corp3.43%
LKQ LKQ Corp3.18%
-- 3.07%
REGN Regeneron Pharmaceuticals2.85%