Artisan Global Opportunities Fund

Shareclass

Artisan Global Opportunities Instl (APHRX)

Type

Open-end mutual fund

Manager

Artisan Partners Funds

Gender equality score

/ 100 points

Overall score

Average Equileap Gender Equality Score of fund holdings, weighted by market value

Group ranking

52.2

percentile

Universe: Groups

Group: International Equity Funds

Ranking: 527 out of 1,100 funds

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Groups

Environment

Fossil fuels

Investments in coal, oil, and natural gas energy and utility companies, and related financial companies

Deforestation

Investments in deforestation-risk agricultural commodities, and related financial companies and consumer brands

Social

Gender equality

Gender equality group ranking, based on Equileap company data

Civilian firearms

Investments in civilian firearms manufacturers, and related gun retailers

Prison industrial complex

Investments in prisons and borders industry, including private prison operators

Military weapons

Investments in military arms manufacturers and services companies, including nuclear weapon manufacturers and servicers

Tobacco

Investments in tobacco and e-cigarette manufacturers, and tobacco-promoting entertainment companies

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Top scoring holdings

The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.

1. AstraZeneca PLC
2.86% of assets
$57.15M invested
2. Unilever PLC
2% of assets
$39.89M invested
3. Boston Scientific Corp
4.69% of assets
$93.74M invested
4. Xylem Inc
1.57% of assets
$31.41M invested
5. Sage Group (The) PLC
1.32% of assets
$26.42M invested
6. BAE Systems PLC
2.96% of assets
$59.17M invested
7. PayPal Holdings Inc
1.45% of assets
$28.96M invested
8. Novo Nordisk AS Class B
0.71% of assets
$14.23M invested
9. London Stock Exchange Group PLC
4.26% of assets
$85.16M invested
10. S&P Global Inc
1.69% of assets
$33.86M invested

Bottom scoring holdings

The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.

1. Shopify Inc Registered Shs -A- Subord Vtg
2.67% of assets
$53.4M invested
2. Keyence Corp
1.79% of assets
$35.86M invested
3. Snowflake Inc Ordinary Shares - Class A
1.92% of assets
$38.29M invested
4. Marvell Technology Inc
1.22% of assets
$24.43M invested
5. Techtronic Industries Co Ltd
2.39% of assets
$47.82M invested
6. Sea Ltd ADR
1.65% of assets
$32.93M invested
7. ARM Holdings PLC ADR
1.28% of assets
$25.49M invested
8. Linde PLC
2.27% of assets
$45.36M invested
9. Advanced Micro Devices Inc
1.53% of assets
$30.66M invested
10. Oracle Corp
2.57% of assets
$51.38M invested

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Financial performance

Performance data provided by

Find more financial data on APHRX at Morningstar.com

Gender Equality and Returns

Returns chart for Artisan Global Opportunities Fund

Enlarge

The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.

Benchmarking tool

Current fund

APHRX

Artisan Global Opportunities Fund

Family

Artisan Partners Funds

Category

Global Large-Stock Growth

Find another fund

vs.

Benchmark

ACWI

iShares MSCI ACWI ETF

Family

iShares from BlackRock

Category

Global Large-Stock Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 4/30/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI

Fund comparison results

Compared to the benchmark, this fund has:

Higher 10-yr returns

1.38% more in annualized returns

Higher overall gender equality score

1 / 100 points higher

Higher gender balance in leadership and workforce score

1 / 40 points higher

Same equal compensation and work life balance score

0 / 30 points

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

APHRX

Artisan Global Opportunities Fund

Family

Artisan Partners Funds

Category

Global Large-Stock Growth

Find another fund

vs.

Benchmark

ACWI

iShares MSCI ACWI ETF

Family

iShares from BlackRock

Category

Global Large-Stock Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 4/30/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI

Fund comparison results

Compared to the benchmark, this fund has:

Higher 10-yr returns

1.38% more in annualized returns

Higher overall gender equality score

1 / 100 points higher

Higher gender balance in leadership and workforce score

1 / 40 points higher

Same equal compensation and work life balance score

0 / 30 points

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

APHRX

Artisan Global Opportunities Fund

Family

Artisan Partners Funds

Category

Global Large-Stock Growth

Find another fund

vs.

Benchmark

ACWI

iShares MSCI ACWI ETF

Family

iShares from BlackRock

Category

Global Large-Stock Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 4/30/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI

Fund comparison results

Compared to the benchmark, this fund has:

Higher 10-yr returns

1.38% more in annualized returns

Higher overall gender equality score

1 / 100 points higher

Higher gender balance in leadership and workforce score

1 / 40 points higher

Same equal compensation and work life balance score

0 / 30 points

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Month-end trailing returns

Performance as of date: 4/30/25

Morningstar suggested benchmark: MSCI ACWI NR USD

Annualized returns

Gender-lens analysis

1-yr

3-yr

5-yr

10-yr

This fund
APHRX - Artisan Global Opportunities Fund

4.89%

8.46%

9.85%

10%

56 / 100 points

Benchmark

12%

10%

13%

8.76%

55 / 100 points

Fund compared to benchmark

-7.3%

-2%

-3.28%

1.38%

1 / 100 points higher

Find more financial data on APHRX at Morningstar.com

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