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 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.


1 month-6.20% 3 years+16.02%
3 months-3.97% 5 years+14.32%
1 year+4.31% Since inception+11.55%
Data through --

Peer Comparisonvs. World stock

Performance 5-yr return+14.32%+10.46%
Expense ratio1.28%1.42%
Risk 5 year sharpe ratio0.980.74
Net assets$1.2B$1.4B
Average market cap$29.9B$40.2B
Average P/E29.017.4
Portfolio turnover----

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Fund Management and Purchase Info

Fund familyArtisan
Fund manager & tenureJames Hamel / 6 Years
Minimal initial investment$1,000.00
Minimum IRA investment--


U.S. stock57.27%
International stock36.19%
Fixed income0.76%
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
REGN Regeneron Pharmaceuticals Inc5.42%
IHS IHS Inc Class A5.36%
AMAT Applied Materials Inc4.72%
-- Hexagon AB Class B4.37%
BIIB Biogen Idec Inc3.76%
GOOGL Google Inc Class A3.38%
GOOG Google Inc Class C3.31%
DFS Discover Financial Services3.26%
-- Fanuc Corp3.21%
APC Anadarko Petroleum Corp2.91%

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