Artisan Global Opportunities Fund Investor Class (ARTRX)

27.24
Net Asset Value
+0.48%
1 Day
+5.91%
Year-to-Date
Overall Morningstar Rating
World large stock
Style or Category
No Load
Sales Expenses
1.15%
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.

Performance

1 month-0.48% 3 years+11.87%
3 months+0.07% 5 years+12.80%
1 year+13.95% Since inception+11.88%
Data through --

Peer Comparisonvs. World large stock

 ARTRXCategory
Performance 5-yr return+12.80%+9.21%
Expense ratio1.15%1.19%
Risk 5 year sharpe ratio0.980.80
Net assets$3.2B$1.5B
Average market cap$37.6B$72.2B
Average P/E29.116.6
Portfolio turnover34%34%

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Fund Management and Purchase Info

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

Holdings

International stock49.41%
U.S. stock45.14%
Cash5.45%
Fixed income0.00%
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
INFO IHS Markit Ltd6.20%
V Visa5.67%
-- 3.47%
BAC Bank of America3.33%
STT State Street3.24%
-- 3.03%
-- 2.84%
ASML ASML Holding NV2.72%
LKQ LKQ Corp2.61%
-- 2.51%