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Artisan Global Opportunities Inv (ARTRX)

30.44
-0.55
(-1.77%)
At close: March 28 at 8:03:35 PM EDT
Loading Chart for ARTRX
  • Previous Close 30.99
  • YTD Return 1.45%
  • Expense Ratio 1.19%
  • 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) 1.12
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 52.39%
  • Last Dividend 0.02
  • Inception Date Jul 26, 2011

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

2011-07-26

Inception Date

Performance Overview: ARTRX

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Trailing returns as of 3/28/2025. Category is World Large-Stock Growth.

YTD Return

ARTRX
1.45%
Category
9.95%
 

1-Year Return

ARTRX
8.99%
Category
40.81%
 

3-Year Return

ARTRX
5.01%
Category
19.17%
 

5-Year Return

ARTRX
10.74%
Category
18.49%
 

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Holdings: ARTRX

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Sector Weightings

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

Recent News: ARTRX

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Research Reports: ARTRX

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