Despite a rough stretch of performance, Artisan Global Opportunities remains a solid long-term play thanks to an experienced management team and a thoughtful investment process.
Artisan Global Opportunities Fund Advisor Class APDRX
- NAV / 1-Day Return 34.90 / −2.97 %
- Total Assets 1.6B
-
Adj. Expense Ratio
1.060%
- Expense Ratio 1.050%
- Distribution Fee Level High
- Share Class Type Institutional
- Category Global Large-Stock Growth
- Investment Style Large Growth
- Min. Initial Investment 250,000
- Status Open
- TTM Yield 0.00
- Turnover 69%
USD | NAV as of Jun 06, 2026 | 1-Day Return as of Jun 06, 2026, 12:58 AM GMT+0
Morningstar’s Analysis APDRX
Will APDRX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 40.6
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Amazon.com Inc | 6.11 | 94M | Consumer Cyclical |
BAE Systems PLC | 4.63 | 71M | Industrials |
argenx SE ADR | 3.94 | 61M | Healthcare |
Insmed Inc | 3.86 | 59M | Healthcare |
Broadcom Inc | 3.84 | 59M | Technology |
GE Vernova Inc | 3.73 | 57M | Industrials |
Taiwan Semiconductor Manufacturing Co Ltd | 3.69 | 57M | Technology |
Baker Hughes Co Class A | 3.67 | 56M | Energy |
L3Harris Technologies Inc | 3.56 | 55M | Industrials |
Tencent Holdings Ltd | 3.54 | 54M | Communication Services |
United States