Artisan Global Opportunities Fund Investor Class

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

Performance

Trailing returns

1 day
   
-0.19%  
1 week   +0.34%
   
4 week
   
-2.61%  
3 month   +5.58%
   
YTD   +4.39%
   
1 year   +25.69%
   
3 years*   +13.42%
   
5 years*   +13.79%
   
*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 High Above Average
10 years     -     - -
Overall High Above Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets3.12B 
Front load-  
Deferred load-  
Expense ratio1.15%  
Management fee-  
Fund familyArtisan 

Asset allocation

Cash3.92%  
Stocks96.08%  
Bonds0.00%  
Other0.00%  

Purchase information

Initial$1,000  
AIP Additional$50  
26.96+0.11(0.41%)
Feb 21, 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* -2.65 7.39 7.48     -
Beta* 1.20 0.87 0.88     -
Mean annual return 2.41 1.36 1.18     -
R-squared* 78.94 76.22 72.34     -
Standard deviation 6.87 12.30 12.02     -
Sharpe ratio 4.06 1.29 1.16     -
* Against standard index

Top 10 holdings

Security Net Assets  
IHS Markit Ltd A (INFO) 6.08%  
Visa Inc Class A (V) 5.67%  
Facebook Inc A (FB) 3.43%  
Bank of America Corporation (BAC) 3.29%  
State Street Corporation (STT) 3.08%  
S&P Global Inc (SPGI) 3.04%  
Alphabet Inc A (GOOGL) 3.00%  
LKQ Corp (LKQ) 2.95%  
Treasury Wine Estates Ltd (TWE) 2.87%  
Shiseido Co Ltd (4911) 2.73%