Artisan Global Opportunities Fund Investor Class (ARTRX)

19.06
Net Asset Value
-0.73%
1 Day
+4.38%
Year-to-Date
Overall Morningstar Rating
World stock
Style or Category
No Load
Sales Expenses
1.20%
Expense Ratio
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-0.88% 3 years+13.05%
3 months+4.18% 5 years+14.80%
1 year+7.10% Since inception+11.53%
Data through --

Peer Comparisonvs. World stock

 ARTRXCategory
Performance 5-yr return+14.80%+9.54%
Expense ratio1.20%1.39%
Risk 5 year sharpe ratio1.030.78
Net assets$1.2B$1.3B
Average market cap$28.0B$44.3B
Average P/E29.018.7
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 Inc4.92%
REGN Regeneron Pharmaceuticals4.49%
-- 4.29%
BIIB Biogen3.64%
V Visa3.15%
GOOGL Google3.07%
DFS Discover Financial Services3.07%
GOOG Google3.04%
AAPL Apple2.96%

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