Morningstar

Artisan Global Opportunities Fund Institutional Class APHRX

Morningstar Medalist Rating
Medalist Rating as of | See Artisan Partners Investment Hub
  • NAV / 1-Day Return 35.67  /  −0.14 %
  • Total Assets 1.5B
  • Adj. Expense Ratio
    0.950%
  • Expense Ratio 0.950%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Global Large-Stock Growth
  • Investment Style Large Growth
  • Min. Initial Investment 1M
  • Status Open
  • TTM Yield 0.00
  • Turnover 69%

USD | NAV as of Oct 02, 2026 | 1-Day Return as of Oct 02, 2026, 12:11 AM GMT+0

Morningstar’s Analysis APHRX

Will APHRX 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 APHRX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the APHRX 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 APHRX’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
Rated on Published on

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Portfolio Holdings APHRX

More APHRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 36.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Amazon.com Inc

6.86 110M
Consumer Cyclical

argenx SE ADR

4.45 71M
Healthcare

Taiwan Semiconductor Manufacturing Co Ltd

4.32 69M
Technology

Broadcom Inc

3.94 63M
Technology

GE Vernova Inc

3.47 56M
Industrials

West Pharmaceutical Services Inc

3.12 50M
Healthcare

BlackRock Liquidity T-Fund Instl

2.66 43M
Cash and Equivalents

Baker Hughes Co Class A

2.59 42M
Energy

Edwards Lifesciences Corp

2.53 41M
Healthcare

Lam Research Corp

2.53 41M
Technology

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