Artisan Global Opportunities Fund Inv Shs

Frequently Asked Questions About ARTRX

What does ARTRX invest in?

This fund's primary objective is to achieve the highest possible long-term capital appreciation. The investment management team utilizes a fundamental research methodology to build a diverse portfolio. This portfolio comprises growth companies from both domestic and international markets, spanning a wide spectrum of market capitalizations. Their strategy involves identifying companies that they believe exhibit strong competitive advantages, are experiencing an accelerating profit growth cycle, and are currently valued below their estimated private market worth.

What is the expense ratio of ARTRX?

Artisan Global Opportunities Fund Inv Shs (ARTRX) charges an expense ratio of 1.19%. This is the annual fee deducted from fund assets to cover management and operations.

How big is ARTRX?

Artisan Global Opportunities Fund Inv Shs (ARTRX) manages $1.61B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is ARTRX actively managed or an index fund?

ARTRX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was ARTRX launched?

Artisan Global Opportunities Fund Inv Shs (ARTRX) launched in September 2008 and is managed by Artisan Partners.

How has ARTRX performed?

ARTRX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.