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ARTRX vs OPPAX

Both ARTRX and OPPAX are mutual funds. ARTRX has a higher 5-year return than OPPAX (19.63% vs 18.56%). ARTRX has a higher expense ratio than OPPAX (1.14% vs 1.06%). Below is the comparison between ARTRX and OPPAX.

ARTRX OPPAX
Security Type Mutual fund Mutual fund
Segment International Equity: World Large Stock International Equity: World Large Stock
Family Artisan Invesco
Net Assets $1.50B $7.79B
Expense Ratio 1.14% 1.06%
Management Style active active
Dividend Yield 0.00% 0.00%
Minimum Investment $1,000.00 $3,000.00
YTD Return 5.64% 10.30%
1-Year Return 6.52% 7.87%
3-Year Return 19.33% 15.20%
5-Year Return 19.63% 18.56%
10-Year Return 14.87% 12.04%

ARTRX description

The Fund seeks maximum long-term capital growth. The Fund seeks to identify companies with franchise characteristics that are selling at attractive valuations and are benefiting from an accelerating profit cycle. The Fund looks for companies that are well positioned for long-term growth.

ARTRX performance & returns

YTD Return 5.64%
1-Month Return 3.74%
3-Month Return 6.52%
1-Year Return 6.52%
3-Year Return 19.33%
5-Year Return 19.63%
10-Year Return 14.87%
ARTRX expense ratio is 1.14%.

ARTRX holdings

Top 10 Holdings (36.86% of Total Assets)

Name Symbol % Assets
Techtronic Industries Co Ltd 00669.HK 5.07%
Lowe's Companies Inc LOW 4.83%
Fidelity National Information Services Inc FIS 4.06%
AstraZeneca PLC AZN.L 3.98%
Lonza Group Ltd LONN 3.65%
IHS Markit Ltd INFO 3.17%
Microsoft Corp MSFT 3.10%
Genmab A/S GMAB 3.08%
Advanced Micro Devices Inc AMD 3.03%
Danaher Corp DHR 2.89%

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OPPAX description

The Fund seeks capital appreciation. The Fund invests mainly in common stock of U.S. and foreign companies. The Fund can invest without limit in foreign securities and can invest in any country, including countries with developing or emerging markets.

OPPAX performance & returns

YTD Return 10.30%
1-Month Return 5.83%
3-Month Return 7.87%
1-Year Return 7.87%
3-Year Return 15.20%
5-Year Return 18.56%
10-Year Return 12.04%
OPPAX expense ratio is 1.06%.

OPPAX holdings

Top 10 Holdings (45.81% of Total Assets)

Name Symbol % Assets
Alphabet Inc A GOOGL 8.13%
Adobe Inc ADBE 5.26%
S&P Global Inc SPGI 4.94%
Facebook Inc A FB 4.84%
LVMH Moet Hennessy Louis Vuitton SE MC.PA 4.39%
JD.com Inc ADR JD 4.31%
Intuit Inc INTU 4.08%
SAP SE SAP.DE 3.38%
PayPal Holdings Inc PYPL 3.28%
Nidec Corp 6594 3.20%

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