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Artisan Growth Opportunities Inv: (MF: ARTRX)

(MF) As of Mar 21, 2017 06:05 PM ET

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$22.28 USD

-0.26 (-1.15%)

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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Latest Performance as of Feb 28, 2017

Total Return %* Percentile Rank Objective
YTD 8.07 14
3 months 6.15 70
6 months 4.02 91
1 Year 23.07 46
3 Year 6.46 60
5 Year 11.35 57
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 Sell 4
MF Research Report

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Portfolio Statistics

%Unrealized Gain YTD 23.77
% Yield 0.00
% SEC Yield NA
Net Assets (Mil $) 2/28/2017 781.88
%Turnover 2/28/2017 34.62

Risk

3 Year 5 Year 10 Year
Beta 0.97 0.98 NA
Alpha -3.26 -1.87 NA
R Squared 0.64 0.65 NA
Std. Dev. 12.65 12.41 NA
Sharpe 0.56 0.97 NA

Sector / Country Weightings

As of 2/28/2017 % of Portfolio
Technology 28.41
Other 18.55
Non-Durable 16.43
Finance 10.63
Industrial Cyclical 9.94
Services 5.19
Consumer Durables 4.23
Health 2.84
Retail Trade 2.46
Energy 1.32

Portfolio Holdings

Top Equity Holdings
(As of 12/31/2016)
% of Portfolio Value (Mil$)
IHS MARKIT LTD 8.61 153.39
ALPHABET INC 6.54 116.46
VISA INC 5.07 90.37
BOSTON SCIENTIFIC CORP 3.53 62.98
S&P GLOBAL INC 3.36 59.93
FACEBOOK INC 3.22 57.45
GENMAB A S 3.13 55.81
REGENERON PHARMACEUTICALS 2.95 52.55
LKQ CORP 2.91 51.92

Stock Holding % of Net Assets

As Of 9/30/2016
Total Issues 44
Avg. P/E 36.84
Avg. P/Book 5.91
Avg. EPS Growth 11.6
Avg. Market Value (Mil $) 120,477

Allocation

% of Portfolio
Large Growth 50.70
Large Value 0.00
Small Growth 0.00
Small Value 0.00
Foreign Stock 21.65
Emerging Market 8.82
Precious Metal 0.00
Intermediate Bond 0.00
Foreign Bond 0.00
High Yield Bond 0.00