Artisan Global Opportunities Fund Quote
| APHRX Fund | USD 33.32 0.18 0.54% |
PerformanceVery Weak
| Odds Of DistressLow
|
Artisan Global is trading at 33.32 as of the 26th of February 2025; that is 0.54 percent down since the beginning of the trading day. The fund's open price was 33.5. Artisan Global has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 27th of January 2025 and ending today, the 26th of February 2025. Click here to learn more.
The funds investment team employs a fundamental investment process to construct a diversified portfolio of U.S. and non-U.S. growth companies across a broad capitalization range. The team seeks to invest in companies that the advisor believes possess franchise characteristics, are benefiting from an accelerating profit cycle and are trading at a discount to its estimate of private market value.. More on Artisan Global Opportunities
Moving together with Artisan Mutual Fund
Artisan Mutual Fund Highlights
| Fund Concentration | Artisan Funds, Large Growth Funds, World Large-Stock Growth Funds, World Large-Stock Growth, Artisan, Large Growth, World Large-Stock Growth (View all Sectors) |
| Update Date | 31st of December 2024 |
Artisan Global Opportunities [APHRX] is traded in USA and was established 26th of February 2025. Artisan Global is listed under Artisan category by Fama And French industry classification. The fund is listed under World Large-Stock Growth category and is part of Artisan family. This fund presently has accumulated 3.41 B in assets under management (AUM) with no minimum investment requirementsArtisan Global Oppor is currently producing year-to-date (YTD) return of 5.11%, while the total return for the last 3 years was 5.71%.
Check Artisan Global Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Artisan Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Artisan Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Artisan Global Opportunities Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Artisan Global Opportunities Mutual Fund Constituents
| LKQ | LKQ Corporation | Stock | Consumer Discretionary | |
| SPGI | SP Global | Stock | Financials | |
| ZM | Zoom Video Communications | Stock | Information Technology | |
| AMD | Advanced Micro Devices | Stock | Information Technology | |
| VEEV | Veeva Systems Class | Stock | Health Care | |
| TEAM | Atlassian Corp Plc | Stock | Information Technology | |
| NEE | Nextera Energy | Stock | Utilities | |
| MSFT | Microsoft | Stock | Information Technology |
Artisan Global Oppor Risk Profiles
| Mean Deviation | 0.8349 | |||
| Standard Deviation | 1.63 | |||
| Variance | 2.66 | |||
| Risk Adjusted Performance | (0.06) |
Artisan Global Against Markets
Other Information on Investing in Artisan Mutual Fund
Artisan Global financial ratios help investors to determine whether Artisan Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Artisan with respect to the benefits of owning Artisan Global security.
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