Production (Stage)
Artisan Global Opportunities Fund Investor Class
ARTRX
NASDAQ
Weiss Ratings | ARTRX-NASDAQ | Click to Compare |
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Rating | ||||
Reward Index | Fair | |||
Reward Grade | C | |||
Risk Index | Fair | |||
Risk Grade | C | |||
Company Info | ARTRX-NASDAQ | Click to Compare |
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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 | ARTRX-NASDAQ | Click to Compare |
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Fund Name | Artisan Global Opportunities Fund Investor Class | |||
Category | Global Large-Stock Growth | |||
Sub-Category | Global Equity Large Cap | |||
Prospectus Objective | Growth | |||
Inception Date | Sep 22, 2008 | |||
Open/Closed To New Investors | Open | |||
Minimum Initial Investment | 1,000.00 | |||
Minimum Subsequent Investment | -- | |||
Front End Fee | -- | |||
Back End Fee | -- | |||
Dividends and Shares | ARTRX-NASDAQ | Click to Compare |
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Dividend Yield | 0.00% | |||
Dividend | ARTRX-NASDAQ | Click to Compare |
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Dividend Yield (Forward) | 0.83% | |||
Asset Allocation | ARTRX-NASDAQ | Click to Compare |
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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 | ARTRX-NASDAQ | Click to Compare |
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7-Day Total Return | 1.46% | |||
30-Day Total Return | 4.44% | |||
60-Day Total Return | 4.99% | |||
90-Day Total Return | 16.96% | |||
Year to Date Total Return | 7.27% | |||
1-Year Total Return | 10.85% | |||
2-Year Total Return | 28.20% | |||
3-Year Total Return | 47.14% | |||
5-Year Total Return | 43.08% | |||
Price | ARTRX-NASDAQ | Click to Compare |
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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 | -- | |||
52-Week High Price (Date) | -- | |||
NAV | ARTRX-NASDAQ | Click to Compare |
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Nav | $34.05 | |||
1-Month Low NAV | $32.46 | |||
1-Month High NAV | $34.13 | |||
52-Week Low NAV | $27.00 | |||
52-Week Low NAV (Date) | Apr 08, 2025 | |||
52-Week High NAV | $37.43 | |||
52-Week High Price (Date) | Dec 06, 2024 | |||
Beta / Standard Deviation | ARTRX-NASDAQ | Click to Compare |
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Beta | 1.08 | |||
Standard Deviation | 16.87 | |||
Balance Sheet | ARTRX-NASDAQ | Click to Compare |
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Total Assets | 2.10B | |||
Operating Ratios | ARTRX-NASDAQ | Click to Compare |
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Expense Ratio | 1.19% | |||
Turnover Ratio | 52.39% | |||
Performance | ARTRX-NASDAQ | Click to Compare |
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Last Bull Market Total Return | 11.01% | |||
Last Bear Market Total Return | -20.59% | |||