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Artisan Global Opportunities Fund Inv Shs: (MF: ARTRX)

(NASDAQ Mutual Funds) As of Mar 2, 2026 06:12 PM ET

$33.62 USD

-0.07 (-0.21%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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5-Strong Sell of 5         5

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Latest Performance as of Jan 31, 2026

Total Return %* Percentile Rank Objective
YTD 1.83 74
3 months -2.94 93
6 months 2.75 89
1 Year 5.60 89
3 Year 13.42 62
5 Year 4.63 82
10 Year 12.16 28

* Annual for three years and beyond.

Zacks Premium Research for ARTRX

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Strong Sell 5
MF Report

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Portfolio Statistics

% Unrealized Gain 27.91
% Yield NA
% SEC Yield NA
Net Assets (Mil $) 1/31/2026 600.56
% Turnover 1/31/2026 137.26

Risk

3 Year 5 Year 10 Year
Beta 0.96 1.03 0.96
Alpha -5.93 -9.21 -2.30
R Squared 0.82 0.85 0.81
Std. Dev. 12.33 16.80 15.98
Sharpe 0.74 0.16 2.00

Sector / Country Weightings

As of 1/31/2026 % of Portfolio
United States 57.13
United Kingdom 13.22
China 4.87
Netherlands 4.63
Canada 3.50
Switzerland 3.33
Singapore 2.44
Taiwan 2.19
Ireland 2.04
Austria 1.91

Portfolio Holdings

Top Equity Holdings
(As of 9/30/2025)
% of Portfolio Value (Mil$)
AMAZON.COM INC 4.92 99.10
TENCENT HOLDINGS LTD 4.87 98.02
NETFLIX INC 4.75 95.58
ARGENX SE ADR 4.63 93.30
ORACLE CORP 3.88 78.04
BAE SYSTEMS PLC ADR 3.79 76.23
SHOPIFY INC 3.50 70.42
LONZA GROUP AG ADR 3.33 67.04
TOTAL*OTHER 2.94 59.15

Stock Holding % of Net Assets

As Of 9/30/2025
Total Issues NA
Avg. P/E 32.60
Avg. P/Book 6.20
Avg. EPS Growth 8.83
Avg. Market Value (Mil $) 203,313

Composition

% of Portfolio
Stocks 96.20
Foreign Stocks 42.87
Cash 0.86
Bonds 0.00
Foreign Bonds 0.00
Preferred 0.00
Convertible 0.00
Other 2.94
Foreign Hedged 0.00

Style Analysis

% of Portfolio
Large Growth 22.76
Large Value 0.00
Small Growth 10.92
Small Value 0.00
Foreign Stock 22.04
Emerging Market 6.79
Precious Metal 0.00
Intermediate Bond 9.43
Foreign Bond 0.00
High Yield Bond 7.98