Artisan Global Opportunities Fund Institutional (APHRX)
33.86
-0.44
(-1.28%)
USD |
Feb 05 2026
APHRX Asset Allocations & Exposures
Asset Allocation
As of December 31, 2025.
| Type | % Net |
|---|---|
| Cash | 2.72% |
| Stock | 95.70% |
| Bond | 1.48% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | 0.10% |
Market Capitalization
As of December 31, 2025
| Large | 79.35% |
| Mid | 18.37% |
| Small | 2.28% |
Region Exposure
| Americas | 60.10% |
|---|---|
|
North America
|
60.10% |
| Canada | 2.66% |
| United States | 57.44% |
|
Latin America
|
0.00% |
As of December 31, 2025. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 27.85% |
|---|---|
| United Kingdom | 12.56% |
|
Europe Developed
|
15.29% |
| Belgium | 2.13% |
| Finland | 1.12% |
| Germany | 0.46% |
| Ireland | 1.78% |
| Netherlands | 5.43% |
| Switzerland | 2.83% |
|
Europe Emerging
|
0.00% |
|
Africa And Middle East
|
0.00% |
| Greater Asia | 10.53% |
|---|---|
| Japan | 1.23% |
|
Australasia
|
0.00% |
|
Asia Developed
|
4.96% |
| Singapore | 1.79% |
| Taiwan | 3.17% |
|
Asia Emerging
|
4.34% |
| China | 4.34% |
| Unidentified Region | 1.52% |
|---|
Stock Sector Exposure
| Cyclical |
|
21.25% |
| Materials |
|
1.82% |
| Consumer Discretionary |
|
10.84% |
| Financials |
|
5.86% |
| Real Estate |
|
2.73% |
| Sensitive |
|
51.13% |
| Communication Services |
|
8.26% |
| Energy |
|
4.95% |
| Industrials |
|
17.93% |
| Information Technology |
|
19.98% |
| Defensive |
|
24.59% |
| Consumer Staples |
|
1.03% |
| Health Care |
|
23.56% |
| Utilities |
|
0.00% |
| Not Classified |
|
3.03% |
| Non Classified Equity |
|
0.00% |
| Not Classified - Non Equity |
|
3.03% |
As of December 31, 2025
Stock Style Exposure
| Large Cap Value | -- |
| Large Cap Core | -- |
| Large Cap Growth | -- |
| Mid Cap Value | -- |
| Mid Cap Core | -- |
| Mid Cap Growth | -- |
| Small Cap Value | -- |
| Small Cap Core | -- |
| Small Cap Growth | -- |