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Artisan Global Opportunities Fund (APHRX)

28.59
-1.91
(-6.26%)
At close: 8:03:44 PM EDT
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  • Previous Close 30.50
  • YTD Return -4.35%
  • Expense Ratio 0.95%
  • Category World Large-Stock Growth
  • Last Cap Gain 31.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 2.16B
  • Beta (5Y Monthly) 1.13
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 52.39%
  • Last Dividend 0.25
  • Inception Date Apr 1, 2015

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

2.16B

Net Assets

2015-04-01

Inception Date

Performance Overview: APHRX

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Trailing returns as of 4/4/2025. Category is World Large-Stock Growth.

YTD Return

APHRX
4.35%
Category
9.95%
 

1-Year Return

APHRX
0.59%
Category
40.81%
 

3-Year Return

APHRX
3.12%
Category
19.17%
 

5-Year Return

APHRX
11.70%
Category
18.49%
 

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Holdings: APHRX

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Sector Weightings

SectorAPHRX
Technology   26.79%
Healthcare   25.08%
Industrials   12.87%
Real Estate   1.84%
Utilities   0.92%
Energy   0.00%

Recent News: APHRX

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Research Reports: APHRX

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