Artisan Global Opportunities Fund Investor Class (ARTRX)

18.27
Net Asset Value
-0.33%
1 Day
+0.05%
Year-to-Date
Overall Morningstar Rating
World stock
Style or Category
No Load
Sales Expenses
1.28%
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.

Performance

1 month-0.97% 3 years+14.66%
3 months-0.46% 5 years+16.42%
1 year+6.77% Since inception+10.90%
Data through --

Peer Comparisonvs. World stock

 ARTRXCategory
Performance 5-yr return+16.42%+9.54%
Expense ratio1.28%1.40%
Risk 5 year sharpe ratio0.910.69
Net assets$1.2B$1.3B
Average market cap$28.0B$41.2B
Average P/E29.017.8
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--

Holdings

U.S. stock58.63%
International stock33.89%
Cash5.71%
Fixed income1.76%
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
AMAT Applied Materials Inc5.73%
IHS IHS Inc Class A4.92%
REGN Regeneron Pharmaceuticals Inc4.49%
-- Hexagon AB Class B4.29%
BIIB Biogen Idec Inc3.64%
V Visa Inc Class A3.15%
GOOGL Google Inc Class A3.07%
DFS Discover Financial Services3.07%
GOOG Google Inc Class C3.04%
AAPL Apple Inc2.96%

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