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Artisan Global Opportunities Fd: (MF: ARTRX)

(MF) As of Jul 21, 2016 06:05 PM ET

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$20.80 USD

-0.03 (-0.14%)

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 Jun 30, 2016

Total Return %* Percentile Rank Objective
YTD 0.71 50
3 months 1.07 57
6 months 0.71 50
1 Year -1.36 38
3 Year 9.05 46
5 Year 9.05 52
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 17.72
% Yield 0.08
% SEC Yield NA
Net Assets (Mil $) 6/30/2016 695.06
%Turnover 6/30/2016 38.92

Risk

3 Year 5 Year 10 Year
Beta 1.02 1.09 NA
Alpha -2.34 -3.47 NA
R Squared 0.74 0.78 NA
Std. Dev. 13.40 15.00 NA
Sharpe 0.74 0.68 NA

Sector / Country Weightings

As of 6/30/2016 % of Portfolio
Technology 25.28
Other 16.62
Finance 16.07
Industrial Cyclical 10.39
Services 8.26
Non-Durable 6.66
Retail Trade 6.14
Health 5.73
Consumer Durables 3.15
Utilities 1.21
Energy 0.49

Portfolio Holdings

Top Equity Holdings
(As of 3/31/2016)
% of Portfolio Value (Mil$)
ALPHABET INC 6.64 100.37
VISA INC 5.16 78.01
IHS INC 4.96 75.01
FACEBOOK INC 4.27 64.57
MARKIT LTD 4.04 61.02
TENCENT HOLDINGS LTD 3.73 56.34
MCGRAW HILL 3.35 50.66
GENMAB A S 3.01 45.49
ABBOTT LABORATORIES 2.88 43.61

Stock Holding % of Net Assets

As Of 3/31/2016
Total Issues 47
Avg. P/E 33.69
Avg. P/Book 6.11
Avg. EPS Growth 12.5
Avg. Market Value (Mil $) 129,996

Allocation

% of Portfolio
Large Growth 51.09
Large Value 0.00
Small Growth 0.00
Small Value 0.00
Foreign Stock 15.70
Emerging Market 0.00
Precious Metal 0.00
Intermediate Bond 0.00
Foreign Bond 0.00
High Yield Bond 25.87