Morningstar

Artisan Global Opportunities Fund Advisor Class APDRX

Morningstar Medalist Rating
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Medalist Rating as of See Artisan Partners Investment Hub
  • NAV / 1-Day Return $34.70  /  −1.31 %
  • Fund Size $1.4B
  • Adjusted Expense Ratio 1.060%
  • Net Expense Ratio 1.050%
  • Fee Level: Distribution High
  • Share Class Type Institutional
  • Morningstar Category Global Large-Stock Growth
  • Equity Style Box (Funds) Large Growth
  • Minimum Initial Investment $250,000
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 69%
NAV and 1-Day Return as of

Morningstar’s Analysis APDRX

Will APDRX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable APDRX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the APDRX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of APDRX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Continued patience is warranted.

Principal Jack Shannon

Jack Shannon

Principal

Summary

Artisan Global Opportunities remains mired in a multiyear performance rut, but a thoughtful investment process and experienced leadership are reasons to remain optimistic. The team is sticking to its core investment philosophy, but the managers made changes to the analyst team, showing that they're not just hoping things will turn around.

by Jack Shannon
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Portfolio Holdings APDRX

More APDRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 36.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Amazon.com Inc

7.35 104M
Consumer Cyclical

Taiwan Semiconductor Manufacturing Co Ltd

4.84 68M
Technology

argenx SE ADR

4.58 64M
Healthcare

BlackRock Liquidity T-Fund Instl

3.82 54M
Cash and Equivalents

Meta Platforms Inc Class A

3.28 46M
Communication Services

Baker Hughes Co Class A

3.07 43M
Energy

Keyence Corp

2.87 40M
Technology

Insmed Inc

2.82 40M
Healthcare

Shopify Inc Registered Shs -A- Subord Vtg

2.75 39M
Technology

West Pharmaceutical Services Inc

2.57 36M
Healthcare

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