Production (Stage)
C
Artisan Global Opportunities Fund Institutional Class APHRX
NASDAQ
Recommendation
NAV
Total Assets
Dividend Yield
Turnover Ratio
Expense Ratio
Weiss Ratings APHRX-NASDAQ Click to
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Rating C
Reward Index Fair
Reward Grade C
Risk Index Fair
Risk Grade C
Company Info APHRX-NASDAQ Click to
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Provider Artisan Partners Funds
Manager/Tenure (Years) James D. Hamel (16), Matthew H. Kamm (15), Jason L. White (14), 1 other
Website --
Fund Information APHRX-NASDAQ Click to
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Fund Name Artisan Global Opportunities Fund Institutional Class
Category Global Large-Stock Growth
Sub-Category Global Equity Large Cap
Prospectus Objective Growth
Inception Date Jul 26, 2011
Open/Closed To New Investors Open
Minimum Initial Investment 1,000,000.00
Minimum Subsequent Investment --
Front End Fee --
Back End Fee --
Dividends and Shares APHRX-NASDAQ Click to
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Dividend Yield 0.00%
Dividend APHRX-NASDAQ Click to
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Dividend Yield (Forward) 0.83%
Asset Allocation APHRX-NASDAQ Click to
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Cash 4.56%
Stock 94.47%
U.S. Stock 59.46%
Non-U.S. Stock 35.01%
Bond 0.00%
U.S. Bond 0.00%
Non-U.S. Bond 0.00%
Preferred 0.00%
Convertible 0.00%
Other Net 0.97%
Price History APHRX-NASDAQ Click to
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7-Day Total Return 1.46%
30-Day Total Return 4.47%
60-Day Total Return 5.02%
90-Day Total Return 17.04%
Year to Date Total Return 7.42%
1-Year Total Return 11.11%
2-Year Total Return 28.83%
3-Year Total Return 48.17%
5-Year Total Return 44.79%
Price APHRX-NASDAQ Click to
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Closing Price --
1-Month Low Price --
1-Month High Price --
52-Week Low Price --
52-Week Low Price (Date) --
52-Week High Price --
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NAV APHRX-NASDAQ Click to
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Nav $35.29
1-Month Low NAV $33.64
1-Month High NAV $35.38
52-Week Low NAV $27.96
52-Week Low NAV (Date) Apr 08, 2025
52-Week High NAV $38.60
52-Week High Price (Date) Dec 06, 2024
Beta / Standard Deviation APHRX-NASDAQ Click to
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Beta 1.08
Standard Deviation 16.87
Balance Sheet APHRX-NASDAQ Click to
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Total Assets 2.10B
Operating Ratios APHRX-NASDAQ Click to
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Expense Ratio 0.95%
Turnover Ratio 52.39%
Performance APHRX-NASDAQ Click to
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Last Bull Market Total Return 11.16%
Last Bear Market Total Return -20.54%