Back to top

Artisan Global Opportunities Fd: (MF: ARTRX)

(MF) As of Apr 16, 2014 06:05 PM ET

 Add to portfolio

$18.03 USD

+0.21 (1.18%)

Zacks MF Rank : 3 - Hold [?]     3    

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

General Information as of Mar 31, 2014

% Yield 0.00
% SEC Yield NA
% YTD Return (as of Mar 31, 2014) -0.10
Objective* Equity - Growth
Peer* GR LG

*Key

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 [?] Hold 3
MF Research Report

( = Change in last 30 days)

Zacks Mutual Fund #1 Ranked Funds

View the Zacks Mutual Fund Rank Guide

Portfolio Statistics

%Unrealized Gain YTD 20.36
Net Assets (Mil $) 3/31/2014 542.24
%Turnover 3/31/2014 41.76

Allocation

% of Portfolio
Large Growth 64.98
Large Value 0.00
Small Growth 0.00
Small Value 0.00
Foreign Stock 7.01
Emerging Market 13.41
Precious Metal 2.00
Intermediate Bond 0.00
Foreign Bond 0.00
High Yield Bond 0.00

Sector / Country Weightings

As of 3/31/2014 % of Portfolio
Technology 23.50
Other 17.93
Industrial Cyclical 16.16
Services 15.05
Finance 9.33
Health 6.77
Retail Trade 4.35
Energy 3.41
Consumer Durables 2.06
Utilities 1.44

Portfolio Holdings

Top Equity Holdings
(As of 12/31/2013)
% of Portfolio Value (Mil$)
GOOGLE INC 6.48 58.64
REGENERON PHARMACEUTICALS 5.40 48.90
HEXAGON AB-B 4.40 39.83
IHS INC CLASS A 4.13 37.43
GILEAD SCIENCES INC 3.87 35.07
CITIGROUP INC 3.45 31.23
APPLIED MATERIALS INC 3.23 29.24
FANUC CORP 3.13 28.39
EBAY INC 2.87 25.98

Stock Holding % of Net Assets

As Of 12/31/2013
Total Issues 43
Avg. P/E 27.26
Avg. P/Book 4.68
Avg. EPS Growth 18.99
Avg. Market Value (Mil $) 102,686

Risk

3 Year 5 Year 10 Year
Beta 1.14 1.13 NA
Alpha -3.72 -0.55 NA
R Squared 0.78 0.84 NA
Std. Dev. 16.16 17.26 NA
Sharpe 0.84 1.43 NA