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Artisan Global Opportunities Inv (ARTRX)

36.18 -0.48 (-1.31%)
At close: 8:06 AM EDT
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DELL
  • Previous Close 36.66
  • YTD Return 16.89%
  • 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 2.57B
  • Beta (5Y Monthly) 1.14
  • 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

2.57B

Net Assets

2008-09-22

Inception Date

Performance Overview: ARTRX

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Trailing returns as of 10/15/2024. Category is World Large-Stock Growth.

YTD Return

ARTRX
16.89%
Category
9.95%
?

1-Year Return

ARTRX
32.13%
Category
40.81%
?

3-Year Return

ARTRX
1.58%
Category
19.17%
?

5-Year Return

ARTRX
11.70%
Category
18.49%
?

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Holdings: ARTRX

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Top 9 Holdings (35.96% of Total Assets)

SymbolCompany% Assets
NOVO-B.CO
Novo Nordisk A/S 5.98%
BSX
Boston Scientific Corporation 5.21%
AMD
Advanced Micro Devices, Inc. 4.24%
NFLX
Netflix, Inc. 3.94%
TSM
Taiwan Semiconductor Manufacturing Company Limited 3.82%
INTU
Intuit Inc. 3.39%
AMZN
Amazon.com, Inc. 3.20%
MSFT
Microsoft Corporation 3.14%
LSEG.L
London Stock Exchange Group plc 3.04%

Sector Weightings

Recent News: ARTRX

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Research Reports: ARTRX

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