Artisan Global Opportunities Fund Institutional Class (APHRX)

Fund Assets	3.41B
Expense Ratio	0.95%
Min. Investment	$1,000,000
Turnover	n/a
Dividend (ttm)	3.92
Dividend Yield	13.16%
Dividend Growth	450.35%
Payout Frequency	n/a
Ex-Dividend Date	Dec 10, 2024

Previous Close	29.77
YTD Return	-7.09%
1-Year Return	1.89%
5-Year Return	58.73%
52-Week Low	n/a
52-Week High	n/a
Beta (5Y)	n/a
Holdings	54
Inception Date	Jul 26, 2011

About APHRX

The Artisan Global Opportunities Fund Institutional Class (APHRX) seeks to identify companies with franchise characteristics that are selling at attractive valuations and are benefiting from an accelerating profit cycle. APHRX looks for companies that are well positioned for long-term growth.

• Fund Family: Artisan Funds
• Category: World Large-Stock Growth
• Performance Rating: Average
• Risk Rating: Average
• Stock Exchange: NASDAQ
• Ticker Symbol: APHRX
• Share Class: Institutional Shares
• Index: MSCI AC World NR USD

Performance

APHRX had a total return of 1.89% in the past year, including dividends. Since the fund's inception, the average annual return has been 10.17%.

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol	Share Class	Expense Ratio
APDRX	Advisor Shares	1.05%
ARTRX	Investor Shares	1.19%

Top 10 Holdings

38.07% of assets

Name	Symbol	Weight
Netflix, Inc.	NFLX	5.65%
Boston Scientific Corporation	BSX	4.69%
London Stock Exchange Group plc	LSEG	4.26%
argenx SE	ARGX	4.23%
Tencent Holdings Limited	0700	4.18%
Lonza Group AG	LONN	3.51%
Amazon.com, Inc.	AMZN	2.98%
BAE Systems plc	BA	2.96%
AstraZeneca PLC	AZN	2.86%
Apple Inc.	AAPL	2.76%

Dividend History

Ex-Dividend	Amount	Pay Date
Dec 10, 2024	$3.91708	Dec 10, 2024
Dec 7, 2023	$0.71174	Dec 7, 2023
Nov 23, 2021	$3.9849	Nov 23, 2021
Nov 24, 2020	$2.401	Nov 24, 2020
Nov 21, 2019	$1.9618	Nov 21, 2019
Nov 20, 2018	$1.599	Nov 20, 2018