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Artisan Global Opportunities Inv: (MF: ARTRX)

(MF) As of Apr 25, 2017 06:05 PM ET

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$23.07 USD

+0.13 (0.57%)

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 Mar 31, 2017

Total Return %* Percentile Rank Objective
YTD 10.37 7
3 months 10.37 7
6 months 3.89 94
1 Year 16.01 45
3 Year 8.46 32
5 Year 11.21 51
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 16.95
% Yield 0.00
% SEC Yield NA
Net Assets (Mil $) 3/31/2017 781.88
%Turnover 3/31/2017 34.62

Risk

3 Year 5 Year 10 Year
Beta 0.97 0.98 NA
Alpha -1.16 -1.34 NA
R Squared 0.65 0.65 NA
Std. Dev. 12.45 12.39 NA
Sharpe 0.73 0.96 NA

Sector / Country Weightings

As of 3/31/2017 % of Portfolio
Technology 26.51
Non-Durable 17.23
Finance 14.50
Other 14.20
Industrial Cyclical 10.32
Services 4.76
Energy 3.87
Health 2.95
Consumer Durables 2.91
Retail Trade 2.75

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 12/31/2016
Total Issues 45
Avg. P/E 33.11
Avg. P/Book 5.28
Avg. EPS Growth 10.57
Avg. Market Value (Mil $) 110,068

Allocation

% of Portfolio
Large Growth 53.48
Large Value 0.00
Small Growth 0.00
Small Value 0.00
Foreign Stock 18.46
Emerging Market 10.03
Precious Metal 0.00
Intermediate Bond 0.00
Foreign Bond 0.00
High Yield Bond 0.00