Artisan High Income Fund Advisor Class (APDFX) belongs to the High Yield Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with APDFX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to APDFX
APDFX charges 0.80% annually. There are 89 mutual funds in the High Yield Bonds category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Federated Hermes High-Yield Strategy Portfolio | 0.02% | — | Dec 2008 | APDFX vs FHYSX | |
| Vanguard High-Yield Corporate Fund Admiral Shares | 0.12% | 25.80B | Nov 2001 | APDFX vs VWEAX | |
| PIA High Yield (MACS) Fund | 0.20% | — | Dec 2017 | APDFX vs PIAMX | |
| Vanguard High-Yield Corporate Fund Investor Shares | 0.22% | 25.80B | Dec 1978 | APDFX vs VWEHX | |
| Six Circles Credit Opportunities Fund | 0.29% | — | Nov 2020 | APDFX vs CRDOX |
Best Risk-Adjusted Alternatives to APDFX
APDFX has a PortfoliosLab risk / return rank of 53. There are 143 mutual funds in the High Yield Bonds category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Pioneer ILS Interval Fund | 100 | — | Dec 2014 | APDFX vs XILSX | |
| Cliffwater Corporate Lending Fund | 100 | — | Mar 2019 | APDFX vs CCLFX | |
| RiverPark Short Term High Yield Fund | 99 | — | Sep 2010 | APDFX vs RPHIX | |
| Chartwell Short Duration High Yield Fund | 96 | — | Jul 2014 | APDFX vs CWFIX | |
| Penn Capital Short Duration High Income Fund | 96 | — | Jul 2017 | APDFX vs PSHNX |
Top Performing APDFX Alternatives (YTD)
APDFX is at 0.72% YTD. There are 166 mutual funds in the High Yield Bonds category with higher YTD returns, going as high as 8.39%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Pioneer ILS Interval Fund | 8.39% | — | Dec 2014 | APDFX vs XILSX | |
| Fairholme Focused Income Fund | 7.76% | — | Dec 2009 | APDFX vs FOCIX | |
| Fidelity Capital & Income Fund | 7.39% | — | Nov 1977 | APDFX vs FAGIX | |
| Fidelity Advisor High Income Advantage Fund Class ... | 6.77% | — | Oct 2018 | APDFX vs FIQTX | |
| Fidelity Advisor High Income Advantage Fund Class ... | 6.64% | — | Jul 1995 | APDFX vs FAHCX |
Lowest Volatility Alternatives to APDFX
APDFX has 3.03% 1-year volatility. There are 63 mutual funds in the High Yield Bonds category with lower 1-year volatility, going as low as 0.88%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Cliffwater Corporate Lending Fund | 0.88% | — | Mar 2019 | APDFX vs CCLFX | |
| RiverPark Short Term High Yield Fund | 0.88% | — | Sep 2010 | APDFX vs RPHIX | |
| Chartwell Short Duration High Yield Fund | 1.51% | — | Jul 2014 | APDFX vs CWFIX | |
| Shenkman Capital Short Duration High Income Fund | 1.64% | — | Oct 2012 | APDFX vs SCFIX | |
| Osterweis Strategic Income Fund | 1.70% | — | Aug 2002 | APDFX vs OSTIX |
Lowest Drawdown Alternatives to APDFX
APDFX has a 1-year max drawdown of -2.75%. There are 141 mutual funds in the High Yield Bonds category with shallower 1-year drawdowns, going as shallow as -0.10%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| RiverPark Short Term High Yield Fund | -0.10% | — | Sep 2010 | APDFX vs RPHIX | |
| Cliffwater Corporate Lending Fund | -0.19% | — | Mar 2019 | APDFX vs CCLFX | |
| Pioneer ILS Interval Fund | -0.21% | — | Dec 2014 | APDFX vs XILSX | |
| MainStay MacKay Short Duration High Yield Fund | -1.06% | — | Dec 2012 | APDFX vs MDHVX | |
| Shenkman Capital Short Duration High Income Fund | -1.11% | — | Oct 2012 | APDFX vs SCFIX |
Other Mutual Funds from Artisan
The 10 most viewed Artisan mutual funds shown here include ARTYX, ARTKX, ARTIX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Artisan Developing World Fund | Emerging Markets Diversified | 1 | -6.07% | — | Jun 2015 | APDFX vs ARTYX | |
| Artisan International Value Fund | Foreign Large Cap Equities | 40 | 9.80% | — | Sep 2002 | APDFX vs ARTKX | |
| Artisan International Fund | Foreign Large Cap Equities | 38 | 13.80% | — | Dec 1995 | APDFX vs ARTIX | |
| Artisan Global Equity Fund | Global Equities | 35 | 8.93% | — | Mar 2010 | APDFX vs ARTHX | |
| Artisan High Income Fund | High Yield Bonds | 51 | 0.77% | — | Mar 2014 | APDFX vs ARTFX | |
| Artisan Global Opportunities Fund Class I | Global Equities, Large Cap Growth Equities | 9 | 4.07% | — | Sep 2008 | APDFX vs ARTRX | |
| Artisan Global Unconstrained Fund | Nontraditional Bonds | 99 | 4.18% | — | Mar 2022 | APDFX vs APFPX | |
| Artisan Mid Cap Fund | Mid Cap Growth Equities | 17 | 5.81% | — | Jun 1997 | APDFX vs ARTMX | |
| Artisan Emerging Markets Debt Opportunities Fund | Emerging Markets Bonds | 97 | 5.74% | — | Apr 2022 | APDFX vs APFOX | |
| Artisan Global Discovery Fund | Global Equities | 13 | 5.90% | — | Aug 2017 | APDFX vs APFDX |
Often Compared With APDFX
Investors most often compare APDFX with ICMUX, PHYZX, LSYAX. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.
Compare APDFX with Any Fund or Stock
Compare APDFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair APDFX with funds that move differently
Artisan High Income Fund Advisor Class alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to APDFX.
Explore APDFX Diversifiers