The Best Artificial Intelligence Mutual Funds
The table below compares the performance and other essential indicators like dividend yield and expense ratio of Artificial Intelligence mutual funds.
- Number of Funds
- 3
- Avg. Expense Ratio
- 1.21%
- Avg. Yield
- 7.42%
- Avg. 1 Year Return
- 34.01%
- Median Risk/Return Score
- 57 / 100
The Best Artificial Intelligence Mutual Funds
3 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Alger AI Enablers & Adopters C | Artificial Intelligence, Technology Equities | Apr 4, 2024 | 1.66% | 21.50% | — | 5.30% | 57 | ||||||||
| Alger AI Enablers & Adopters Z | Artificial Intelligence, Technology Equities | Apr 4, 2024 | 0.55% | 22.19% | — | 5.17% | 60 | ||||||||
| Virtus Artificial Intelligence & Technology Opport... | Artificial Intelligence, Technology Equities | Oct 29, 2019 | 1.41% | 24.51% | — | 11.79% | 28 |
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best Artificial Intelligence Mutual funds by Risk/Return Score
The top Artificial Intelligence Mutual funds by PortfoliosLab Risk/Return Score are AAIZX (60) and AAICX (57).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Alger AI Enablers & Adopters Z | 60 | — | Apr 2024 | |
| Alger AI Enablers & Adopters C | 57 | — | Apr 2024 | |
| Virtus Artificial Intelligence & Technology Opport... | 28 | — | Oct 2019 |
Best-Performing Artificial Intelligence Mutual funds Over 5 Years
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Virtus Artificial Intelligence & Technology Opport... | 11.88% | — | Oct 2019 |
Lowest-Cost Artificial Intelligence Mutual funds
The top Artificial Intelligence Mutual funds is AAIZX (0.55%).
With an average expense ratio of 1.21%, Artificial Intelligence Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Alger AI Enablers & Adopters Z | 0.55% | — | Apr 2024 | |
| Virtus Artificial Intelligence & Technology Opport... | 1.41% | — | Oct 2019 | |
| Alger AI Enablers & Adopters C | 1.66% | — | Apr 2024 |
Highest-Yield Artificial Intelligence Mutual funds
The top Artificial Intelligence Mutual funds is AIO (11.79%).
Across the lineup, Artificial Intelligence Mutual funds show an average dividend yield of 7.42%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Virtus Artificial Intelligence & Technology Opport... | 11.79% | — | Oct 2019 | |
| Alger AI Enablers & Adopters C | 5.30% | — | Apr 2024 | |
| Alger AI Enablers & Adopters Z | 5.17% | — | Apr 2024 |
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