Artisan Global Opportunities Fund Investor Class (ARTRX)

27.30
Net Asset Value
+1.26%
1 Day
+6.14%
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-2.33% 3 years+14.11%
3 months+7.35% 5 years+13.99%
1 year+28.14% Since inception+12.64%
Data through --

Peer Comparisonvs. World large stock

 ARTRXCategory
Performance 5-yr return+13.99%+10.76%
Expense ratio1.15%1.20%
Risk 5 year sharpe ratio1.161.02
Net assets$3.1B$1.6B
Average market cap$40.0B$77.2B
Average P/E29.921.7
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 stock48.73%
U.S. stock47.35%
Cash3.92%
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 Ltd6.08%
V Visa5.67%
FB Facebook3.43%
BAC Bank of America3.29%
STT State Street3.08%
SPGI S&P Global Inc3.04%
GOOGL Google3.00%
LKQ LKQ Corp2.95%
-- 2.87%
-- 2.73%