ARTRX : Artisan Global Opportunities Fund Investor Class

ARTRX is a Allocation Market Total World with HIGH fees.

ARTRX

Artisan Global Opportunities Fund Investor Class

FI Score

52 /100

Expense Ratio Rating

5 /10

Expense Rating

0 /10

Market Score

9 /10

Category Score

5 /10

Market Size

9 /10

52% FI Score
  • artrx
  • Mutual Fund
  • Allocation
  • Total World

Artisan Global Opportunities Fund Investor Class

Expenses: 1.15% (Better than 0% of similar funds)

This is an OK choice for a Total World Allocation fund. See why ยป

Fund Summary

The investment seeks maximum long-term capital growth. The fund's 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.

Largest Holdings

Amount Holding
5.31% Microsoft Corp
4.98% IHS Markit Ltd
4.63% AstraZeneca PLC
4.53% Lonza Group Ltd
4.04% Fidelity National Information Services Inc
3.63% Techtronic Industries Co Ltd
3.56% Zoom Video Communications Inc
3.44% Lowe's Companies Inc
3.40% L3Harris Technologies Inc
3.24% Veeva Systems Inc Class A
2.91% Advanced Micro Devices Inc
2.87% London Stock Exchange Group PLC
2.80% Genmab A/S
2.62% Activision Blizzard Inc
2.40% NextEra Energy Inc
2.36% Keyence Corp
2.25% Koninklijke DSM NV
2.19% Alphabet Inc A
2.07% Vestas Wind Systems A/S
2.05% Bank of America Corp
2.04% Iberdrola SA
2.02% Illumina Inc
1.96% Arista Networks Inc
1.68% Boston Scientific Corp
1.68% Agilent Technologies Inc

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo