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Artisan Global Opportunities Inv (ARTRX)

33.20 0.00 (0.00%)
At close: 8:06 AM EDT
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DELL
  • Previous Close 33.20
  • YTD Return 10.78%
  • Expense Ratio 1.15%
  • Category World Large-Stock Growth
  • Last Cap Gain 31.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 2.68B
  • Beta (5Y Monthly) 1.16
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 34.14%
  • Last Dividend 0.02
  • Inception Date Sep 22, 2008

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.

Artisan Partners Funds

Fund Family

World Large-Stock Growth

Fund Category

2.68B

Net Assets

2008-09-22

Inception Date

Performance Overview: ARTRX

Trailing returns as of 4/25/2024. Category is World Large-Stock Growth.

YTD Return

ARTRX
10.78%
Category
9.95%
 

1-Year Return

ARTRX
24.90%
Category
40.81%
 

3-Year Return

ARTRX
3.20%
Category
19.17%
 

5-Year Return

ARTRX
11.90%
Category
18.49%
 

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Holdings: ARTRX

Top 10 Holdings (38.33% of Total Assets)

SymbolCompany% Assets
NOVO-B.CO
Novo Nordisk A/S 5.53%
AMD
Advanced Micro Devices, Inc. 4.85%
BSX
Boston Scientific Corporation 4.64%
NFLX
Netflix, Inc. 3.67%
0669.HK
Techtronic Industries Company Limited 3.60%
INTU
Intuit Inc. 3.46%
CMG
Chipotle Mexican Grill, Inc. 3.36%
TSM
Taiwan Semiconductor Manufacturing Company Limited 3.09%
AMZN
Amazon.com, Inc. 3.08%
VEEV
Veeva Systems Inc. 3.06%

Sector Weightings

SectorARTRX
Healthcare   28.06%
Technology   27.76%
Industrials   12.67%
Real Estate   1.56%
Utilities   0.55%
Energy   0.00%

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