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Artisan Global Opportunities Fd: (MF: ARTRX)

(MF) As of Sep 15, 2014 06:05 PM ET

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$19.24 USD

-0.09 (-0.47%)

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 Aug 31, 2014

% Yield 0.00
% SEC Yield NA
% YTD Return (as of Aug 31, 2014) 7.59
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 19.18
Net Assets (Mil $) 8/31/2014 684.25
%Turnover 8/31/2014 49.36

Allocation

% of Portfolio
Large Growth 38.76
Large Value 0.00
Small Growth 13.14
Small Value 0.00
Foreign Stock 12.25
Emerging Market 11.26
Precious Metal 1.55
Intermediate Bond 12.45
Foreign Bond 0.00
High Yield Bond 0.00

Sector / Country Weightings

As of 8/31/2014 % of Portfolio
Technology 28.22
Industrial Cyclical 19.48
Other 11.71
Services 9.01
Retail Trade 7.53
Finance 7.38
Health 5.44
Energy 4.92
Non-Durable 3.19
Utilities 2.37
Consumer Durables 0.75

Portfolio Holdings

Top Equity Holdings
(As of 6/30/2014)
% of Portfolio Value (Mil$)
IHS INC CLASS A 5.81 64.23
APPLIED MATERIALS INC 4.92 54.40
REGENERON PHARMACEUTICALS 4.68 51.69
HEXAGON AB-B 4.44 49.06
BIOGEN IDEC INC 3.58 39.58
GOOGLE INC 3.35 37.07
GOOGLE INC 3.30 36.48
DISCOVER FINANCIAL SERVIC 3.14 34.73
ANADARKO PETROLEUM CORP 3.14 34.67

Stock Holding % of Net Assets

As Of 6/30/2014
Total Issues 46
Avg. P/E 38.52
Avg. P/Book 4.37
Avg. EPS Growth 24.87
Avg. Market Value (Mil $) 88,842

Risk

3 Year 5 Year 10 Year
Beta 1.16 1.13 NA
Alpha -4.76 -0.43 NA
R Squared 0.75 0.82 NA
Std. Dev. 15.54 16.50 NA
Sharpe 1.24 1.20 NA