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Artisan Global Opportunities Fund Investor Class (ARTRX)

19.55
Net Asset Value
-1.01%
1 Day
+0.05%
Year-to-Date
Overall Morningstar Rating
World stock
Style or Category
No Load
Sales Expenses
1.19%
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+2.14% 3 years+8.27%
3 months+9.59% 5 years+8.49%
1 year-2.11% Since inception+10.04%
Data through --

Peer Comparisonvs. World stock

 ARTRXCategory
Performance 5-yr return+8.49%+5.48%
Expense ratio1.19%1.35%
Risk 5 year sharpe ratio0.660.46
Net assets$1.5B$1.2B
Average market cap$24.5B$39.4B
Average P/E32.618.2
Portfolio turnover56%56%

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Fund Management and Purchase Info

Fund familyArtisan
Fund manager & tenureJames Hamel / 7 Years
Minimal initial investment$1,000.00
Minimum IRA investment$1,000.00

Holdings

U.S. stock55.72%
International stock36.74%
Cash7.54%
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
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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