Fund Research for Artisan Opportunistic Growth Inv (ARTRX)

  • Fund Overview

    Fund Inception Date: Sep 22, 2008
    Category: Large Growth
    Overall Risk: —
    Fund Family: Artisan
    Return Since Inception: -10.64%
    YTD Return: 43.58%
    Yield (TTM): 0.00%
    Net Assets: 45 M
    Morningstar Rating: —

    The investment seeks maximum long-term capital growth. The fund uses a bottom-up investment process to construct a diversified portfolio of growth companies across a broad capitalization range. It primarily invests in common stocks and other equity securities of U.S. and non-U.S. companies. The fund invests in U.S. companies with market capitalizations of at least $3 billion at the time of initial purchase and there is no restriction on the size of the non-U.S. companies in which the Fund may invest. The maximum investment in any single industry is 25% of net assets.

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    Size
    Average Market Cap $19,594 M
    Market Capitalization Portfolio
    Giant 20.18%
    Large 52.16%
    Medium 27.66%
    Small 0.00%
    Micro 0.00%
    Morningstar Rating as of 10/31/2009
    YTD Returns as of 11/25/2009    		 Style Box Detail calculations do not include the fund's short positions (if any)

  • Fund Performance

    10 year Growth Chart
    Growth of $10,000 from 09/30/2008 to 10/31/2009
    Mouseover the chart to see values for each month.

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    Total Annualized Returns

    YTD 1 year 3 year 5 year 10 year Since Inception
    Fund 43.58% 52.68% — — — -10.64%
    +/- Category 12.65% 18.32% — — — —
    +/- S&P 500 TR 19.99% 26.57% — — -0.95% —

    Standardized Annual Returns

    YTD 1 year 3 year 5 year 10 year Since Inception
    Month (as of 10/31/2009) 35.02% 21.79% — — — -10.64%
    Quarter (as of 09/30/2009) 39.76% -1.93% — — — -8.60%
    Fund and Category YTD, 1yr, 3yr and 5yr Returns as of 11/25/2009
    Index YTD,1yr, 3ys and 5yr Returns as of 11/25/2009 10 yr and Since Inception Returns as of 10/31/2009
    Inception Date: 09/22/2008
    Ratings are based on risk-adjusted performance.
    View Total Returns

  • Fund Portfolio Profile

    Sector Breakdown

    Stocks
    Information 39.19%
    Service 36.04%
    Manufacturing 18.64%

    Asset Allocation

    Short Long Net Assets
    Cash — 6.13% 6.13%
    Stocks — 93.87% 93.87%
    Bonds — 0.00% 0.00%
    Other — 0.00% 0.00%
    Foreign Stocks
    (as a % of assets)    		 — 14.07% 14.07%
    Data as of 09/30/2009 Data as of 09/30/2009 View Fund Portfolio

    Top 10 Holdings

    Sector P/E Return as of 10/31/2009 Net Assets
    + Cash & Cash Equivalents — — — 6.13%
    + ALLERGAN INC (AGN) Healthcare 31.68 40.15% 4.74%
    + E M C CORP MASS (EMC) Hardware 33.50 58.07% 4.55%
    + APPLE INC (AAPL) Hardware 31.89 121.15% 4.37%
    + CERNER CORP (CERN) Software 30.77 98.52% 3.89%
    + KOHLS CORP (KSS) Consumer Services 18.58 56.66% 3.71%
    * EBAY INC (EBAY) Consumer Services 14.25 61.25% 3.61%
    + BROADCOM CORP (BRCM) Hardware — 53.15% 3.34%
    + JOHNSON CTLS INC (JCI) Consumer Goods — 38.49% 3.09%
    * CITRIX SYS INC (CTXS) Software 42.56 61.65% 3.08%
    + Increase - Decrease = No change * New since last portfolio
    Top 10 holdings account for the fund's short positions (if any). Net short positions appear shaded.
    P/E as of 11/27/2009
    All other data as of 09/30/2009
    View Fund Portfolio

  • Sales Information

    Sales Charge %

    Initial —
    Deferred —
    Taken from prospectus dated 10/01/2009
    Expense Ratio (based on net assets) 1.50%
    Taken from annual report dated 09/30/2008

  • Fund Management