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Artisan Global Opportunities Fd: (MF: ARTRX)

(MF) As of May 1, 2015 06:05 PM ET

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$19.97 USD

+0.15 (0.76%)

Zacks MF Rank : 4 - Sell [?]       4  

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 Mar 31, 2015

% Yield 0.27
% SEC Yield NA
% YTD Return (as of Mar 31, 2015) 5.20
Category Large 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 Sell 4
MF Research Report

( = Change in last 30 days)

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Portfolio Statistics

%Unrealized Gain YTD 15.69
Net Assets (Mil $) 3/31/2015 724.24
%Turnover 3/31/2015 45.14

Allocation

% of Portfolio
Large Growth 40.79
Large Value 0.00
Small Growth 0.00
Small Value 0.00
Foreign Stock 11.57
Emerging Market 0.00
Precious Metal 0.00
Intermediate Bond 7.14
Foreign Bond 0.00
High Yield Bond 30.70

Sector / Country Weightings

As of 3/31/2015 % of Portfolio
Technology 26.26
Industrial Cyclical 14.71
Finance 12.82
Other 11.79
Services 8.63
Retail Trade 8.48
Health 6.72
Non-Durable 6.10
Utilities 2.25
Energy 1.53
Consumer Durables 0.71

Portfolio Holdings

Top Equity Holdings
(As of 12/31/2014)
% of Portfolio Value (Mil$)
APPLIED MATERIALS INC 5.72 66.47
IHS INC CLASS A 4.91 57.04
REGENERON PHARMACEUTICALS 4.48 52.06
HEXAGON AB-B 4.28 49.79
BIOGEN IDEC INC 3.63 42.20
VISA INC 3.14 36.48
DISCOVER FINANCIAL SERVIC 3.06 35.59
GOOGLE INC 3.06 35.59
GOOGLE INC 3.04 35.31

Stock Holding % of Net Assets

As Of 12/31/2014
Total Issues 46
Avg. P/E 43.53
Avg. P/Book 4.52
Avg. EPS Growth 19.74
Avg. Market Value (Mil $) 108,522

Risk

3 Year 5 Year 10 Year
Beta 0.95 1.08 NA
Alpha -1.93 -0.58 NA
R Squared 0.62 0.79 NA
Std. Dev. 11.65 15.76 NA
Sharpe 1.16 1.01 NA