Development
Artisan Global Opportunities Fund Advisor Class
APDRX
NASDAQ
| Weiss Ratings | APDRX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | APDRX-NASDAQ | Click to Compare |
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| Provider | Artisan Partners Funds | |||
| Manager/Tenure (Years) | James D. Hamel (16), Matthew H. Kamm (15), Jason L. White (14), 1 other | |||
| Website | -- | |||
| Fund Information | APDRX-NASDAQ | Click to Compare |
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| Fund Name | Artisan Global Opportunities Fund Advisor Class | |||
| Category | Global Large-Stock Growth | |||
| Sub-Category | Global Equity Large Cap | |||
| Prospectus Objective | Growth | |||
| Inception Date | Apr 01, 2015 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 250,000.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | APDRX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.00% | |||
| Dividend | APDRX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 0.69% | |||
| Asset Allocation | APDRX-NASDAQ | Click to Compare |
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| Cash | 4.15% | |||
| Stock | 95.85% | |||
| U.S. Stock | 55.44% | |||
| Non-U.S. Stock | 40.41% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | APDRX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -3.64% | |||
| 30-Day Total Return | -5.29% | |||
| 60-Day Total Return | -8.51% | |||
| 90-Day Total Return | -3.91% | |||
| Year to Date Total Return | -3.91% | |||
| 1-Year Total Return | 0.69% | |||
| 2-Year Total Return | 24.83% | |||
| 3-Year Total Return | 9.11% | |||
| 5-Year Total Return | 78.96% | |||
| Price | APDRX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | APDRX-NASDAQ | Click to Compare |
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| Nav | $30.96 | |||
| 1-Month Low NAV | $30.80 | |||
| 1-Month High NAV | $33.05 | |||
| 52-Week Low NAV | $30.80 | |||
| 52-Week Low NAV (Date) | Mar 13, 2025 | |||
| 52-Week High NAV | $37.94 | |||
| 52-Week High Price (Date) | Dec 06, 2024 | |||
| Beta / Standard Deviation | APDRX-NASDAQ | Click to Compare |
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| Beta | 1.13 | |||
| Standard Deviation | 19.24 | |||
| Balance Sheet | APDRX-NASDAQ | Click to Compare |
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| Total Assets | 2.16B | |||
| Operating Ratios | APDRX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.05% | |||
| Turnover Ratio | 52.39% | |||
| Performance | APDRX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 11.12% | |||
| Last Bear Market Total Return | -20.55% | |||