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Artisan Global Opportunities Fd: (MF: ARTRX)

(MF) As of May 4, 2016 06:05 PM ET

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$19.35 USD

-0.05 (-0.26%)

Is ARTRX a
Buy, Hold or Sell?

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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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Latest Performance as of Mar 31, 2016

Total Return %* Percentile Rank Objective
YTD -0.35 49
3 months -0.35 49
6 months 6.84 18
1 Year 2.06 6
3 Year 8.89 54
5 Year 9.19 44
10 Year NA NA

* Annual for three years and beyond.

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
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Portfolio Statistics

%Unrealized Gain YTD 17.30
% Yield 0.08
% SEC Yield NA
Net Assets (Mil $) 3/31/2016 669.85
%Turnover 3/31/2016 55.53

Risk

3 Year 5 Year 10 Year
Beta 1.03 1.09 NA
Alpha -2.69 -2.77 NA
R Squared 0.75 0.78 NA
Std. Dev. 13.51 14.97 NA
Sharpe 0.72 0.69 NA

Sector / Country Weightings

As of 3/31/2016 % of Portfolio
Technology 27.49
Other 15.40
Finance 14.93
Industrial Cyclical 8.81
Retail Trade 7.82
Health 7.38
Services 7.17
Non-Durable 7.01
Consumer Durables 2.57
Utilities 1.42

Portfolio Holdings

Top Equity Holdings
(As of 12/31/2015)
% of Portfolio Value (Mil$)
ALPHABET INC 6.76 103.58
VISA INC 4.90 75.09
IHS INC 4.73 72.43
FACEBOOK INC 4.45 68.21
REGENERON PHARMACEUTICALS 4.28 65.66
TENCENT HOLDINGS LTD 3.56 54.53
GENMAB AS 3.48 53.36
MARKIT LTD 3.44 52.72
MCGRAW HILL 3.19 48.82

Stock Holding % of Net Assets

As Of 12/31/2015
Total Issues 45
Avg. P/E 34.29
Avg. P/Book 5.85
Avg. EPS Growth 12.65
Avg. Market Value (Mil $) 138,240

Allocation

% of Portfolio
Large Growth 64.81
Large Value 0.00
Small Growth 0.00
Small Value 0.00
Foreign Stock 22.26
Emerging Market 6.11
Precious Metal 0.00
Intermediate Bond 0.00
Foreign Bond 0.00
High Yield Bond 0.00