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Artisan Global Opportunities Inv (ARTRX)

19.63 Up 0.01(0.05%) Aug 21

Profile as of Jul 30, 2014Get Profile for:
Artisan Global Opportunities Inv
Artisan Funds Inc875 East Wisconsin Avenue Street 800Milwaukee, WI 53202
Phone: 800-344-1770
Fund Overview 
Category:World Stock
Fund Family:Artisan
Net Assets:1.11B
Year-to-Date Return:3.39%
Morningstar Rating:5 stars
Fund Inception Date:Sep 22, 2008
Morningstar Style Box 
World Stock
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Management Information 
James D. Hamel
Lead Manager since Sep 22, 2008
James D. Hamel, CFA, is a managing director of Artisan Partners and a portfolio manager on the Growth team. In this role, he is the lead portfolio manager for the Artisan Global Opportunities strategy and Small-Cap Growth strategies. Prior to joining Artisan Partners in May 1997, Mr. Hamel was a financial associate, cost analyst and operations manager of Kimberly-Clark Corporation from March 1990 to May 1997. He began his career at Carlson, Posten & Associates. Mr. Hamel holds a bachelor’s degree in Finance from the University of Minnesota-Minneapolis where he was a three-time Academic All-American.
Investment Information 
Min Initial Investment:1,000
Min Initial Investment, IRA:N/A
Min Initial Investment, AIP:1,000
Min Subsequent Investment:N/A
Min Subsequent Investment, IRA:N/A
Min Subsequent Investment, AIP:50
ARTRX can be purchased from 66 brokerages.

Fund Summary 
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.

Fund Operations 
Last Dividend : 0.00
Last Cap Gain (Dec 14, 2011) : 0.00
Annual Holdings Turnover (Dec 30, 2012) : N/A
Average for Category:42.01%
Fees & Expenses 
ExpenseARTRXCategory Avg
Annual Report Expense Ratio (net):1.28%1.33%
Prospectus Net Expense Ratio:1.28%N/A
Prospectus Gross Expense Ratio:1.28%N/A
Max 12b1 Fee:N/AN/A
Max Front End Sales Load:N/A5.43%
Max Deferred Sales Load: N/A2.15%
3 Yr Expense Projection*:406677
5 Yr Expense Projection*:7021,099
10 Yr Expense Projection*:1,5452,234
* Per $10,000 invested