Nasdaq - Delayed Quote USD

Artisan Global Opportunities Inv (ARTRX)

32.14
+0.15
+(0.47%)
At close: 8:04:12 PM EDT
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  • Previous Close 31.99
  • YTD Return -2.39%
  • 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 2.01B
  • Beta (5Y Monthly) 1.09
  • 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

2.01B

Net Assets

2011-07-26

Inception Date

Performance Overview: ARTRX

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Trailing returns as of 5/15/2025. Category is World Large-Stock Growth.

YTD Return

ARTRX
2.39%
Category
9.95%
 

1-Year Return

ARTRX
4.64%
Category
40.81%
 

3-Year Return

ARTRX
8.21%
Category
19.17%
 

5-Year Return

ARTRX
9.59%
Category
18.49%
 

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Holdings: ARTRX

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Sector Weightings

SectorARTRX
Healthcare   22.89%
Technology   22.70%
Industrials   12.61%
Energy   3.71%
Utilities   2.11%
Real Estate   1.93%

Recent News: ARTRX

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Research Reports: ARTRX

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