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Artisan Global Opportunities Fd: (MF: ARTRX)

(MF) As of Sep 2, 2015 06:05 PM ET

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$18.78 USD

+0.36 (1.95%)

Zacks MF Rank : 2 - Buy [?]   2      

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 Jul 31, 2015

Total Return %* Percentile Rank Objective
YTD 10.62 6
3 months 1.91 40
6 months 10.56 14
1 Year 9.49 56
3 Year 15.76 71
5 Year 16.18 26
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
Zacks Premium - The only way to get access to the Zacks Rank

Zacks MF Rank [?] Buy 2
MF Research Report

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Portfolio Statistics

%Unrealized Gain YTD 19.48
% Yield 0.25
% SEC Yield NA
Net Assets (Mil $) 7/31/2015 674.19
%Turnover 7/31/2015 62.24

Risk

3 Year 5 Year 10 Year
Beta 0.93 1.11 NA
Alpha -0.23 -1.37 NA
R Squared 0.55 0.77 NA
Std. Dev. 10.80 14.87 NA
Sharpe 1.51 1.17 NA

Sector / Country Weightings

As of 7/31/2015 % of Portfolio
Technology 26.28
Other 14.92
Industrial Cyclical 11.31
Finance 10.88
Health 9.72
Retail Trade 9.05
Services 6.98
Non-Durable 6.13
Utilities 2.84
Consumer Durables 1.03
Energy 0.86

Portfolio Holdings

Top Equity Holdings
(As of 3/31/2015)
% of Portfolio Value (Mil$)
APPLIED MATERIALS INC 4.95 60.34
HEXAGON AB-B 4.71 57.47
IHS INC CLASS A 4.68 57.13
REGENERON PHARMACEUTICALS 4.03 49.20
BIOGEN INC 3.40 41.53
VISA INC 3.28 40.06
FACEBOOK INC 3.25 39.60
APPLE INC 3.18 38.86
GOOGLE INC 3.06 37.31

Stock Holding % of Net Assets

As Of 3/31/2015
Total Issues 47
Avg. P/E 38.86
Avg. P/Book 4.35
Avg. EPS Growth 16.96
Avg. Market Value (Mil $) 121,106

Allocation

% of Portfolio
Large Growth 52.49
Large Value 0.00
Small Growth 0.00
Small Value 0.00
Foreign Stock 13.62
Emerging Market 21.53
Precious Metal 0.00
Intermediate Bond 0.00
Foreign Bond 0.00
High Yield Bond 0.00