APDSX Alternatives & Similar Mutual Funds

Artisan Small Cap Fund Advisor Shares (APDSX) belongs to the Small Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with APDSX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to APDSX

APDSX charges 1.06% annually. There are 79 mutual funds in the Small Cap Growth Equities category with lower expense ratios, going as low as 0.05%.

Symbol	Name	Expense Ratio	AUM	Inception
FECGX	Fidelity Small Cap Growth Index Fund	0.05%	—	Jul 2019	APDSX vs FECGX
VSGIX	Vanguard Small-Cap Growth Index Fund Institutional...	0.06%	45.50B	May 2000	APDSX vs VSGIX
VSGAX	Vanguard Small-Cap Growth Index Fund Admiral Share...	0.07%	45.50B	Sep 2011	APDSX vs VSGAX
VRTGX	Vanguard Russell 2000 Growth Index Fund Institutio...	0.08%	—	May 2011	APDSX vs VRTGX
VISGX	Vanguard Small Cap Growth Index Fund	0.19%	—	May 1998	APDSX vs VISGX

Best Risk-Adjusted Alternatives to APDSX

APDSX has a PortfoliosLab risk / return rank of 37. There are 103 mutual funds in the Small Cap Growth Equities category with higher risk-adjusted ranks, going as high as 95.

Symbol	Name	Risk / Return Rank	AUM	Inception
NESIX	Needham Small Cap Growth Fund Institutional	95	—	Dec 2016	APDSX vs NESIX
NESGX	Needham Small Cap Growth Fund	95	—	May 2002	APDSX vs NESGX
NEAIX	Needham Aggressive Growth Fund Institutional Class	93	—	Dec 2016	APDSX vs NEAIX
NEAGX	Needham Aggressive Growth Fund	93	—	Sep 2001	APDSX vs NEAGX
OBMCX	Oberweis Micro Cap Fund	92	—	Dec 1995	APDSX vs OBMCX

Top Performing APDSX Alternatives (YTD)

APDSX is at 17.35% YTD. There are 94 mutual funds in the Small Cap Growth Equities category with higher YTD returns, going as high as 83.93%.

Symbol	Name	YTD Return	AUM	Inception
NESIX	Needham Small Cap Growth Fund Institutional	83.93%	—	Dec 2016	APDSX vs NESIX
NESGX	Needham Small Cap Growth Fund	83.39%	—	May 2002	APDSX vs NESGX
NEAIX	Needham Aggressive Growth Fund Institutional Class	64.46%	—	Dec 2016	APDSX vs NEAIX
NEAGX	Needham Aggressive Growth Fund	64.16%	—	Sep 2001	APDSX vs NEAGX
OBMCX	Oberweis Micro Cap Fund	52.27%	—	Dec 1995	APDSX vs OBMCX

Lowest Volatility Alternatives to APDSX

APDSX has 22.54% 1-year volatility. There are 111 mutual funds in the Small Cap Growth Equities category with lower 1-year volatility, going as low as 14.48%.

Symbol	Name	Volatility 1Y	AUM	Inception
EMCAX	Empiric 2500 Fund	14.48%	—	Nov 1995	APDSX vs EMCAX
CMCIX	Calvert Small/Mid-Cap Fund Class I	15.39%	—	Jul 2011	APDSX vs CMCIX
ETEGX	Eaton Vance Small-Cap Fund	16.28%	—	Jan 1997	APDSX vs ETEGX
NBGNX	Neuberger Berman Genesis Fund	16.32%	—	Sep 1988	APDSX vs NBGNX
NBGIX	Neuberger Berman Genesis Fund Institutional Class	16.32%	—	Jul 1999	APDSX vs NBGIX

Lowest Drawdown Alternatives to APDSX

APDSX has a 1-year max drawdown of -15.39%. There are 123 mutual funds in the Small Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -7.08%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
DSCIX	Dana Epiphany ESG Small Cap Equity Fund	-7.08%	—	Nov 2015	APDSX vs DSCIX
RYWCX	Rydex S&P SmallCap 600 Pure Growth Fund	-8.49%	—	Feb 2004	APDSX vs RYWCX
WMKSX	WesMark Small Company Fund	-8.50%	—	Dec 1993	APDSX vs WMKSX
EMCAX	Empiric 2500 Fund	-8.60%	—	Nov 1995	APDSX vs EMCAX
RFIMX	Ranger Micro Cap Fund	-9.11%	—	Jun 2018	APDSX vs RFIMX

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
ARTYX	Artisan Developing World Fund	Emerging Markets Diversified	2	-3.45%	—	Jun 2015	APDSX vs ARTYX
ARTKX	Artisan International Value Fund	Foreign Large Cap Equities	44	10.70%	—	Sep 2002	APDSX vs ARTKX
ARTIX	Artisan International Fund	Foreign Large Cap Equities	46	15.74%	—	Dec 1995	APDSX vs ARTIX
ARTHX	Artisan Global Equity Fund	Global Equities	47	11.61%	—	Mar 2010	APDSX vs ARTHX
ARTFX	Artisan High Income Fund	High Yield Bonds	54	0.88%	—	Mar 2014	APDSX vs ARTFX
ARTRX	Artisan Global Opportunities Fund Class I	Global Equities, Large Cap Growth Equities	11	5.39%	—	Sep 2008	APDSX vs ARTRX
APFPX	Artisan Global Unconstrained Fund	Nontraditional Bonds	99	4.18%	—	Mar 2022	APDSX vs APFPX
ARTMX	Artisan Mid Cap Fund	Mid Cap Growth Equities	21	7.61%	—	Jun 1997	APDSX vs ARTMX
APFOX	Artisan Emerging Markets Debt Opportunities Fund	Emerging Markets Bonds	97	5.93%	—	Apr 2022	APDSX vs APFOX
APFDX	Artisan Global Discovery Fund	Global Equities	15	7.28%	—	Aug 2017	APDSX vs APFDX

Often Compared With APDSX

Investors most often compare APDSX with FISPX, CTVA, FCNTX. These 18 comparison targets span 5 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
FISPX	Federated Hermes Max Cap Index Fund	Large Cap Blend Equities	76	9.68%	—	Jul 1990	APDSX vs FISPX
CTVA	Corteva, Inc.		49	18.56%	—	—	APDSX vs CTVA
FCNTX	Fidelity Contrafund	Large Cap Growth Equities	37	8.62%	176.32B	May 1967	APDSX vs FCNTX
CTSIX	Calamos Timpani Small Cap Growth Fund	Small Cap Growth Equities	79	37.63%	—	Mar 2011	APDSX vs CTSIX
ARTGX	Artisan Global Value Fund	Global Equities	69	9.05%	—	Dec 2007	APDSX vs ARTGX
PNSAX	Putnam Small Cap Growth Fund	Small Cap Growth Equities	47	27.82%	—	Dec 1997	APDSX vs PNSAX
JATTX	Janus Henderson Triton Fund Class T	Small Cap Growth Equities	43	15.03%	—	Feb 2005	APDSX vs JATTX
DMCRX	Driehaus Micro Cap Growth Fund	Small Cap Growth Equities	85	29.20%	—	Nov 2013	APDSX vs DMCRX
PXQSX	Virtus KAR Small-Cap Value Fund	Small Cap Growth Equities	5	5.78%	—	Jun 2006	APDSX vs PXQSX
VLEOX	Value Line Small Cap Opportunities Fund	Small Cap Growth Equities	25	10.51%	—	Jun 1993	APDSX vs VLEOX
JGMNX	Janus Henderson Triton Fund Class N	Small Cap Growth Equities	44	15.14%	—	May 2012	APDSX vs JGMNX
KSOAX	Kinetics Small Capital Opportunities Advisor Fund ...	Small Cap Growth Equities	3	13.05%	—	Dec 2001	APDSX vs KSOAX
SSCPX	Saratoga Small Capitalization Portfolio	Small Cap Growth Equities	63	27.15%	—	Sep 1994	APDSX vs SSCPX
APHKX	Artisan International Value Fund	Foreign Large Cap Equities	45	10.82%	—	Oct 2006	APDSX vs APHKX
HRSMX	Hood River Small-Cap Growth Fund	Small Cap Growth Equities	88	37.89%	—	Jan 2003	APDSX vs HRSMX
KSCOX	Kinetics Small Cap Opportunities Fund	Small Cap Growth Equities	3	13.17%	—	Mar 2000	APDSX vs KSCOX
JANIX	Janus Henderson Triton Fund	Small Cap Growth Equities	44	15.05%	—	Feb 2005	APDSX vs JANIX
ETMGX	Eaton Vance Tax-Managed Small-Cap Fund	Small Cap Growth Equities	4	5.60%	—	Sep 1997	APDSX vs ETMGX

Compare APDSX with Any Fund or Stock

Compare APDSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

Pair APDSX with funds that move differently

Artisan Small Cap Fund Advisor Shares alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to APDSX.

Explore APDSX Diversifiers

Artisan Small Cap Fund Advisor Shares (APDSX) Alternatives