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Artisan Growth Opportunities Inv: (MF: ARTRX)

(MF) As of Feb 17, 2017 06:05 PM ET

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$22.14 USD

-0.06 (-0.27%)

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 Jan 31, 2017

Total Return %* Percentile Rank Objective
YTD 6.26 1
3 months 3.25 92
6 months 3.60 68
1 Year 19.55 39
3 Year 8.13 45
5 Year 12.46 44
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 $) 1/31/2017 781.88
%Turnover 1/31/2017 34.62

Risk

3 Year 5 Year 10 Year
Beta 1.02 1.00 NA
Alpha -2.35 -1.29 NA
R Squared 0.66 0.67 NA
Std. Dev. 13.10 12.69 NA
Sharpe 0.68 1.04 NA

Sector / Country Weightings

As of 1/31/2017 % 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 9/30/2016)
% of Portfolio Value (Mil$)
IHS MARKIT LTD 8.61 158.16
ALPHABET INC 6.23 114.56
VISA INC 5.07 93.14
S&P GLOBAL INC 4.14 76.12
TENCENT HOLDINGS LTD 3.95 72.50
FACEBOOK INC 3.88 71.26
BOSTON SCIENTIFIC CORP 3.43 62.95
LKQ CORP 3.18 58.40
GENMAB A S 3.07 56.36

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 62.57
Large Value 0.00
Small Growth 0.00
Small Value 0.00
Foreign Stock 11.78
Emerging Market 12.62
Precious Metal 0.00
Intermediate Bond 0.00
Foreign Bond 0.00
High Yield Bond 0.00