Artisan Global Opportunities Fund Investor Class
ARTRX
NASDAQ
| Weiss Ratings | ARTRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | ARTRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | Artisan Partners Funds | |||
| Manager/Tenure (Years) | James D. Hamel (17), Matthew H. Kamm (15), Jason L. White (14), 1 other | |||
| Website | -- | |||
| Fund Information | ARTRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | Artisan Global Opportunities Fund Investor Class | |||
| Category | Global Large-Stock Growth | |||
| Sub-Category | Global Equity Large Cap | |||
| Prospectus Objective | Growth | |||
| Inception Date | Sep 22, 2008 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 1,000.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | ARTRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 0.00% | |||
| Dividend | ARTRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 0.87% | |||
| Asset Allocation | ARTRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 2.04% | |||
| Stock | 96.47% | |||
| U.S. Stock | 62.37% | |||
| Non-U.S. Stock | 34.10% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 1.50% | |||
| Price History | ARTRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | 0.83% | |||
| 30-Day Total Return | -3.69% | |||
| 60-Day Total Return | -2.86% | |||
| 90-Day Total Return | 2.13% | |||
| Year to Date Total Return | 9.98% | |||
| 1-Year Total Return | 5.57% | |||
| 2-Year Total Return | 34.08% | |||
| 3-Year Total Return | 45.64% | |||
| 5-Year Total Return | 27.57% | |||
| Price | ARTRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 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 | ARTRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $34.91 | |||
| 1-Month Low NAV | $33.96 | |||
| 1-Month High NAV | $36.21 | |||
| 52-Week Low NAV | $27.00 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $37.43 | |||
| 52-Week High Price (Date) | Dec 06, 2024 | |||
| Beta / Standard Deviation | ARTRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 1.06 | |||
| Standard Deviation | 13.44 | |||
| Balance Sheet | ARTRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 1.91B | |||
| Operating Ratios | ARTRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 1.19% | |||
| Turnover Ratio | -- | |||
| Performance | ARTRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 11.01% | |||
| Last Bear Market Total Return | -20.59% | |||