Morningstar

Artisan Global Opportunities Fund Institutional Class APHRX

Medalist Rating as of Aug 31, 2026 See Artisan Partners Investment Hub

Strategy

The investment seeks 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.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
ARTRX	Artisan Global Opportunities Fund Investor Class	No Load	Open			Sep 22, 2008	$423.04M	1.190%	High	$1,000	−$160.65M
APHRX	Artisan Global Opportunities Fund Institutional Class	Institutional	Open			Jul 26, 2011	$639.18M	0.950%	Above Average	$1M	−$327.38M
APDRX	Artisan Global Opportunities Fund Advisor Class	Institutional	Open			Apr 1, 2015	$238.35M	1.060%	High	$250,000	−$173.98M

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