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Artisan Global Opportunities Inv: (MF: ARTRX)

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

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$24.88 USD

-0.28 (-1.11%)

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, 2017

Total Return %* Percentile Rank Objective
YTD 23.49 3
3 months 8.51 3
6 months 16.21 6
1 Year 20.40 10
3 Year 11.32 13
5 Year 14.34 32
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 22.74
% Yield 0.00
% SEC Yield NA
Net Assets (Mil $) 7/31/2017 850.56
%Turnover 7/31/2017 33.66

Risk

3 Year 5 Year 10 Year
Beta -27.36 -16.63 NA
Alpha 3.70 11.37 NA
R Squared 0.04 0.01 NA
Std. Dev. 12.41 12.04 NA
Sharpe 0.95 1.24 NA

Sector / Country Weightings

As of 7/31/2017 % of Portfolio
Technology 25.93
Non-Durable 19.98
Finance 16.35
Other 11.18
Industrial Cyclical 7.85
Services 5.08
Energy 4.57
Retail Trade 3.57
Health 2.97
Consumer Durables 2.52

Portfolio Holdings

Top Equity Holdings
(As of 3/31/2017)
% of Portfolio Value (Mil$)
IHS MARKIT LTD 9.22 190.08
VISA INC 5.22 107.67
ALPHABET INC 3.89 80.21
BOSTON SCIENTIFIC CORP 3.67 75.74
FACEBOOK INC 3.27 67.34
GENMAB AS 3.26 67.24
S&P GLOBAL INC 3.24 66.82
REGENERON PHARMACEUTICALS 2.97 61.23
TREASURY WINE ESTATES LT 2.71 55.86

Stock Holding % of Net Assets

As Of 3/31/2017
Total Issues 45
Avg. P/E 33.26
Avg. P/Book 5.13
Avg. EPS Growth 10.76
Avg. Market Value (Mil $) 101,881

Allocation

% of Portfolio
Large Growth 39.34
Large Value 0.00
Small Growth 0.00
Small Value 0.00
Foreign Stock 31.66
Emerging Market 0.00
Precious Metal 0.00
Intermediate Bond 0.00
Foreign Bond 0.00
High Yield Bond 17.91