Back to top
more

Artisan Global Opportunities Fund Inv Shs: (MF: ARTRX)

(NASDAQ Mutual Funds) As of Jan 18, 2018 10:45 PM ET

 Add to portfolio

$27.24 USD

+0.14 (0.52%)

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

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

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Dec 31, 2017

Total Return %* Percentile Rank Objective
YTD 31.19 10
3 months 4.33 82
6 months 9.84 61
1 Year 31.19 10
3 Year 13.97 3
5 Year 13.49 56
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

Mutual Funds Research & Tools

Search Similar Mutual Funds

Research similar Mutual Funds with higher ranks and performance ratings.

Mutual Funds Comparison View (minimum of 2)

Mutual Funds Screener

Narrow down the universe of 18,000+ funds we rank with our robust, yet easy-to-use mutual fund screeners. Select from up to 50 different data points to find the mutual funds that best Screen meet your unique criteria.

Portfolio Statistics

%Unrealized Gain YTD 25.46
% Yield 0.00
% SEC Yield NA
Net Assets (Mil $) 12/31/2017 974.29
%Turnover 12/31/2017 34.13

Risk

3 Year 5 Year 10 Year
Beta 0.94 0.97 NA
Alpha 3.16 -1.35 NA
R Squared 0.65 0.62 NA
Std. Dev. 11.75 11.72 NA
Sharpe 1.21 1.19 NA

Sector / Country Weightings

As of 12/31/2017 % of Portfolio
Technology 23.31
Other 18.87
Finance 18.35
Non-Durable 15.30
Industrial Cyclical 7.93
Services 4.20
Consumer Durables 3.72
Energy 3.20
Retail Trade 2.80
Health 2.32

Portfolio Holdings

Top Equity Holdings
(As of 9/30/2017)
% of Portfolio Value (Mil$)
IHS MARKIT LTD 6.79 183.58
VISA INC 5.41 146.18
BOSTON SCIENTIFIC CORP 3.77 101.85
FACEBOOK INC 3.43 92.86
ALPHABET INC 3.30 89.10
GENMAB AS 3.14 84.77
TREASURY WINE ESTATES LT 2.91 78.60
S&P GLOBAL INC 2.91 78.56
STATE STREET CORP 2.88 77.75

Stock Holding % of Net Assets

As Of 9/30/2017
Total Issues 46
Avg. P/E 30.54
Avg. P/Book 5.13
Avg. EPS Growth 10.72
Avg. Market Value (Mil $) 133,369

Allocation

% of Portfolio
Large Growth 35.05
Large Value 10.03
Small Growth 0.00
Small Value 0.00
Foreign Stock 20.90
Emerging Market 8.03
Precious Metal 4.62
Intermediate Bond 0.00
Foreign Bond 0.00
High Yield Bond 0.00