Artisan Global Opportunities Fund Institutional Class
APHRX
NASDAQ
| Weiss Ratings | APHRX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | APHRX-NASDAQ | Click to Compare |
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| Provider | Artisan Partners Funds | |||
| Manager/Tenure (Years) | James D. Hamel (16), Matthew H. Kamm (15), Jason L. White (14), 1 other | |||
| Website | -- | |||
| Fund Information | APHRX-NASDAQ | Click to Compare |
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| Fund Name | Artisan Global Opportunities Fund Institutional Class | |||
| Category | Global Large-Stock Growth | |||
| Sub-Category | Global Equity Large Cap | |||
| Prospectus Objective | Growth | |||
| Inception Date | Jul 26, 2011 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 1,000,000.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | APHRX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.00% | |||
| Dividend | APHRX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 0.89% | |||
| Asset Allocation | APHRX-NASDAQ | Click to Compare |
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| Cash | 3.85% | |||
| Stock | 96.15% | |||
| U.S. Stock | 52.02% | |||
| Non-U.S. Stock | 44.13% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | APHRX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 2.09% | |||
| 30-Day Total Return | 2.05% | |||
| 60-Day Total Return | -3.35% | |||
| 90-Day Total Return | -6.60% | |||
| Year to Date Total Return | -1.91% | |||
| 1-Year Total Return | 4.98% | |||
| 2-Year Total Return | 29.33% | |||
| 3-Year Total Return | 27.27% | |||
| 5-Year Total Return | 63.62% | |||
| Price | APHRX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | APHRX-NASDAQ | Click to Compare |
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| Nav | $32.22 | |||
| 1-Month Low NAV | $27.96 | |||
| 1-Month High NAV | $32.22 | |||
| 52-Week Low NAV | $27.96 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $38.60 | |||
| 52-Week High Price (Date) | Dec 06, 2024 | |||
| Beta / Standard Deviation | APHRX-NASDAQ | Click to Compare |
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| Beta | 1.13 | |||
| Standard Deviation | 19.24 | |||
| Balance Sheet | APHRX-NASDAQ | Click to Compare |
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| Total Assets | 2.01B | |||
| Operating Ratios | APHRX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.95% | |||
| Turnover Ratio | 52.39% | |||
| Performance | APHRX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 11.16% | |||
| Last Bear Market Total Return | -20.54% | |||