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Artisan Global Opportunities Fd: (MF: ARTRX)

(MF) As of Aug 21, 2014 06:05 PM ET

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$19.63 USD

+0.01 (0.05%)

Zacks MF Rank : 5 - Strong Sell [?]         5

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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General Information as of Jul 31, 2014

% Yield 0.00
% SEC Yield NA
% YTD Return (as of Jul 31, 2014) 4.26
Objective Large Cap Growth
Peer GR LG

Zacks Premium Research for ARTRX

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

Zacks MF Rank [?] Rank Change Trend Strong Sell 5
MF Research Report

( = Change in last 30 days)

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Portfolio Statistics

%Unrealized Gain YTD 17.81
Net Assets (Mil $) 7/31/2014 684.25
%Turnover 7/31/2014 49.36

Allocation

% of Portfolio
Large Growth 54.93
Large Value 0.00
Small Growth 6.39
Small Value 0.00
Foreign Stock 11.30
Emerging Market 11.48
Precious Metal 3.67
Intermediate Bond 0.00
Foreign Bond 0.00
High Yield Bond 0.00

Sector / Country Weightings

As of 7/31/2014 % of Portfolio
Technology 27.42
Industrial Cyclical 19.72
Services 11.31
Other 10.18
Finance 7.82
Health 7.47
Retail Trade 6.60
Energy 3.85
Non-Durable 2.84
Utilities 2.21
Consumer Durables 0.58

Portfolio Holdings

Top Equity Holdings
(As of 3/31/2014)
% of Portfolio Value (Mil$)
GOOGLE INC 6.66 66.55
REGENERON PHARMACEUTICALS 6.09 60.88
IHS INC CLASS A 5.27 52.67
HEXAGON AB-B 4.87 48.69
APPLIED MATERIALS INC 4.37 43.73
BIOGEN IDEC INC 3.35 33.52
FANUC CORP 3.25 32.49
DISCOVER FINANCIAL SERVIC 3.07 30.70
BAIDU INC SPON ADR 2.70 27.01

Stock Holding % of Net Assets

As Of 3/31/2014
Total Issues 46
Avg. P/E 33.69
Avg. P/Book 4.62
Avg. EPS Growth 22.02
Avg. Market Value (Mil $) 88,799

Risk

3 Year 5 Year 10 Year
Beta 1.16 1.13 NA
Alpha -4.98 -1.00 NA
R Squared 0.77 0.82 NA
Std. Dev. 16.22 16.68 NA
Sharpe 0.89 1.27 NA