Artisan Opportunistic Growth Inv
875 East Wisconsin Ave Ste 800 Milwaukee WI 53202
Map
Phone: 800-344-1770
| Category: | Large Growth | | Fund Family: | Artisan | | Net Assets: | 45.00M | | Year-to-Date Return: | 35.02% | | Yield: | 0.00% | | Morningstar Rating: | N/A | | Fund Inception Date: | 22-Sep-08 |
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Andrew C. Stephens
Lead Manager since
22-Sep-08 | | | Stephens is a managing director and portfolio manager of Artisan Partners. Prior to joining the firm in 1997, he was a portfolio manager with Strong/Corneliuson Capital Management. He also served as the administrative director of trading. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $50 | | Min Subsequent Investment: | $50 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks maximum long-term capital growth. The fund uses a bottom-up investment process to construct a diversified portfolio of growth companies across a broad capitalization range. It primarily invests in common stocks and other equity securities of U.S. and non-U.S. companies. The fund invests in U.S. companies with market capitalizations of at least $3 billion at the time of initial purchase and there is no restriction on the size of the non-U.S. companies in which the Fund may invest. The maximum investment in any single industry is 25% of net assets. |
| Last Dividend
| YFT_NOT_APPLICABLE_ABBREVIATION | | Last Cap Gain
| YFT_NOT_APPLICABLE_ABBREVIATION | | Annual Holdings Turnover
| 3.00% | | Average for Category:
| 110.55% |
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| Expense | ARTRX | Category
Avg | | Total Expense Ratio: | 1.50%
| 1.33% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.43% | | Max Deferred Sales Load: | %
| 2.63% | | 3 Yr Expense Projection*: |
$ 983 | $672 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,053 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,074 |
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