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Artisan Global Opportunities Fd: (MF: ARTRX)

(MF) As of Dec 2, 2016 06:05 PM ET

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$20.44 USD

-0.14 (-0.68%)

Zacks MF Rank [?]: 1-Strong Buy 1        

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 Oct 31, 2016

Total Return %* Percentile Rank Objective
YTD 7.77 10
3 months 0.33 9
6 months 8.11 1
1 Year 7.59 3
3 Year 7.53 24
5 Year 12.68 25
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 [?] Strong Buy 1
MF Research Report

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Portfolio Statistics

%Unrealized Gain YTD 17.73
% Yield 0.08
% SEC Yield NA
Net Assets (Mil $) 10/31/2016 695.06
%Turnover 10/31/2016 38.92

Risk

3 Year 5 Year 10 Year
Beta 1.04 1.08 NA
Alpha -1.32 -1.44 NA
R Squared 0.76 0.70 NA
Std. Dev. 12.82 13.23 NA
Sharpe 0.64 1.02 NA

Sector / Country Weightings

As of 10/31/2016 % of Portfolio
Technology 26.57
Other 19.16
Finance 15.37
Services 8.89
Non-Durable 7.76
Industrial Cyclical 7.53
Retail Trade 6.82
Health 3.49
Consumer Durables 3.15
Energy 1.26

Portfolio Holdings

Top Equity Holdings
(As of 6/30/2016)
% of Portfolio Value (Mil$)
ALPHABET INC 6.08 100.44
VISA INC 5.03 83.14
IHS INC 4.57 75.58
TENCENT HOLDINGS LTD 3.99 66.03
S&P GLOBAL INC 3.88 64.21
FACEBOOK INC 3.82 63.19
BOSTON SCIENTIFIC CORP 3.72 61.52
MARKIT LTD 3.65 60.29
GENMAB AS 3.43 56.62

Stock Holding % of Net Assets

As Of 6/30/2016
Total Issues 45
Avg. P/E 36.35
Avg. P/Book 6.02
Avg. EPS Growth 11.71
Avg. Market Value (Mil $) 117,200

Allocation

% of Portfolio
Large Growth 45.80
Large Value 0.00
Small Growth 7.91
Small Value 0.00
Foreign Stock 24.41
Emerging Market 12.05
Precious Metal 1.52
Intermediate Bond 0.00
Foreign Bond 0.00
High Yield Bond 0.00