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
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 month0.00% 3 years+17.42%
3 months+4.86% 5 years+17.93%
1 year+13.87% Since inception+11.71%
Data through --

Peer Comparisonvs. World stock

Performance 5-yr return+17.93%+9.45%
Expense ratio1.20%1.38%
Risk 5 year sharpe ratio0.970.72
Net assets$1.4B$1.3B
Average market cap$29.7B$43.2B
Average P/E31.919.4
Portfolio turnover45%45%

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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. stock56.30%
International stock35.62%
Fixed income1.90%
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
AMAT Applied Materials Inc4.97%
-- 4.74%
IHS IHS Inc4.71%
REGN Regeneron Pharmaceuticals4.05%
BIIB Biogen3.42%
V Visa3.30%
FB Facebook3.26%
AAPL Apple3.20%
GOOGL Google3.07%
-- 2.95%

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