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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+1.35% 3 years+12.58%
3 months+4.04% 5 years+12.18%
1 year+6.08% Since inception+10.75%
Data through --

Peer Comparisonvs. World stock

Performance 5-yr return+12.18%+7.37%
Expense ratio1.20%1.37%
Risk 5 year sharpe ratio0.890.64
Net assets$1.5B$1.2B
Average market cap$26.4B$42.2B
Average P/E29.518.5
Portfolio turnover45%45%

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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--


U.S. stock58.12%
International stock32.65%
Fixed income1.25%
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
IHS IHS Inc4.97%
V Visa4.63%
REGN Regeneron Pharmaceuticals4.32%
FB Facebook4.10%
GOOGL Google3.66%
-- 3.29%
MRKT Markit Ltd3.26%
-- 3.21%
EA Electronic Arts Inc2.95%
-- 2.95%