Artisan Global Opportunities Fund

Scorecard
5 / 5 Stars
Lipper
5 5 3 4 4
Zacks Investment Research
3 (Hold)
Standard & Poor's
5 / 5 Stars
TheStreet.com
C (Hold)

#13 in World Stock

U.S. News evaluated 304 World Stock Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 23.47 percent over the past year, 13.75 percent over the past three years, and 26.71 percent over the past five years.

Trailing Returns Updated 02.28.2014
Year to date 3.4%
1 Year 23.5%
3 Years (Annualized) 13.7%
5 Years (Annualized) 26.7%
10 Years (Annualized) N/A

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Summary

The investment seeks maximum long-term capital growth. The fund primarily invests in common stocks and other equity securities of U.S. and non-U.S. companies, including depositary receipts. Its investments in non-U.S. securities may include investments in developed markets, as well as emerging and less developed markets. The U.S. companies in which the fund invests generally have market capitalizations of at least $3 billion at the time of initial purchase, although the fund may invest in a U.S. company with a lower market capitalization if it already holds a position in that company.

Fees

Fees are Above Average compared to funds in the same category.
Artisan Global Opportunities Fund has an expense ratio of 1.28 percent.

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Risk

Risk is Above Average compared to funds in the same category according to Morningstar.

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