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Artisan Global Opportunities Fund Investor Class (ARTRX)

Net Asset Value
1 Day
Overall Morningstar Rating
World large 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'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.


1 month+1.04% 3 years+12.57%
3 months+5.45% 5 years+14.00%
1 year+26.72% Since inception+11.76%
Data through --

Peer Comparisonvs. World large stock

Performance 5-yr return+14.00%+10.39%
Expense ratio1.18%1.22%
Risk 5 year sharpe ratio1.161.03
Net assets$2.8B$1.5B
Average market cap$38.6B$71.5B
Average P/E31.721.6
Portfolio turnover35%35%

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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--


U.S. stock50.28%
International stock43.40%
Fixed income0.03%
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 Ltd6.80%
V Visa5.42%
BSX Boston Scientific Corp3.77%
FB Facebook3.44%
GOOGL Google3.30%
-- 3.14%
-- 2.91%
SPGI S&P Global Inc2.91%
STT State Street2.88%
ASML ASML Holding NV2.80%