Artisan Global Opportunities Fund Investor Class

 (MUTF:ARTRX)   Watch this mutual fund  
Find more results for ARTRX

Performance

Trailing returns

1 day   +0.08%
   
1 week   +1.15%
   
4 week   +1.61%
   
3 month   +2.71%
   
YTD   +29.86%
   
1 year   +27.67%
   
3 years*   +13.69%
   
5 years*   +13.31%
   
*annualized
Best 3 month return+32.60%  
Worst 3 month return-29.83%  

Morningstar statistics

Morningstar category: World Large Stock
  Return Risk Rating
3 years High Above Average
5 years Above Average Above Average
10 years     -     - -
Overall Above Average Above Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets2.78B 
Front load-  
Deferred load-  
Expense ratio1.18%  
Management fee-  
Fund familyArtisan 

Asset allocation

Cash6.30%  
Stocks93.68%  
Bonds0.00%  
Other0.03%  

Purchase information

Initial$1,000  
AIP Additional$50  
25.46+0.02(0.08%)
Dec 10, 7:00PM EST Overall Morningstar RatingTM

Description

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.
Fund filings (PDF) »
Asset managers:
Matthew Kamm (Started: Jan 13, 2010)
Jason White (Started: Jan 28, 2011)
James Hamel (Started: Sep 22, 2008)
Craigh Cepukenas (Started: Sep 30, 2013)
Advisor Company:
Artisan Partners Limited Partnership
Fund family reports on Morningstar »
875 E. Wisconsin Avenue, Suite 800, 875 East Wisconsin Avenue Street 800, Milwaukee, WI 53202, USA

Risk

  1 year 3 years 5 years 10 years  
Alpha* -0.37 7.37 6.97     -
Beta* 1.02 0.85 0.86     -
Mean annual return 2.06 1.07 1.12     -
R-squared* 31.63 76.06 71.11     -
Standard deviation 7.10 11.89 11.72     -
Sharpe ratio 3.35 1.04 1.12     -
* Against standard index

Top 10 holdings

Security Net Assets  
IHS Markit Ltd A (INFO) 6.80%  
Visa Inc Class A (V) 5.42%  
Boston Scientific Corp (BSX) 3.77%  
Facebook Inc A (FB) 3.44%  
Alphabet Inc A (GOOGL) 3.30%  
Genmab A/S (GNMSF) 3.14%  
Treasury Wine Estates Ltd (TSRYF) 2.91%  
S&P Global Inc (SPGI) 2.91%  
State Street Corporation (STT) 2.88%  
ASML Holding NV ADR (ASML) 2.80%