APFDX Alternatives & Similar Mutual Funds

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

Cheapest Alternatives to APFDX

APFDX charges 1.38% annually. There are 215 mutual funds in the Global Equities category with lower expense ratios, going as low as 0.01%.

Symbol	Name	Expense Ratio	AUM	Inception
GMGEX	GMO Global Equity Allocation Fund	0.01%	—	Nov 1996	APFDX vs GMGEX
GWOAX	GMO Global Developed Equity Allocation Fund	0.01%	—	Jun 2005	APFDX vs GWOAX
SSGLX	State Street Global All Cap Equity ex-U.S. Index F...	0.07%	—	Sep 2014	APFDX vs SSGLX
UCEQX	USAA Cornerstone Equity Fund	0.09%	—	Jun 2012	APFDX vs UCEQX
VTWAX	Vanguard Total World Stock Index Fund Admiral Shar...	0.09%	90.20B	Feb 2019	APFDX vs VTWAX

Best Risk-Adjusted Alternatives to APFDX

APFDX has a PortfoliosLab risk / return rank of 11. There are 209 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 96.

Symbol	Name	Risk / Return Rank	AUM	Inception
LVAGX	LSV Global Value Fund	96	—	Jun 2014	APFDX vs LVAGX
VGPMX	Vanguard Global Capital Cycles Fund	95	3.90B	May 1984	APFDX vs VGPMX
GCCHX	GMO Climate Change Fund	93	—	Apr 2017	APFDX vs GCCHX
EPSYX	MainStay Epoch Global Equity Yield Fund	92	—	Dec 2005	APFDX vs EPSYX
JGYIX	John Hancock Global Shareholder Yield Fund	92	—	Feb 2007	APFDX vs JGYIX

Top Performing APFDX Alternatives (YTD)

APFDX is at 4.43% YTD. There are 203 mutual funds in the Global Equities category with higher YTD returns, going as high as 28.94%.

Symbol	Name	YTD Return	AUM	Inception
OBEGX	Oberweis Global Opportunities Fund	28.94%	—	Jan 1987	APFDX vs OBEGX
GCCHX	GMO Climate Change Fund	28.83%	—	Apr 2017	APFDX vs GCCHX
LVAGX	LSV Global Value Fund	25.25%	—	Jun 2014	APFDX vs LVAGX
AGLOX	Ariel Global Fund	24.67%	—	Dec 2011	APFDX vs AGLOX
PRGSX	T. Rowe Price Global Stock Fund	23.78%	—	Dec 1995	APFDX vs PRGSX

Lowest Volatility Alternatives to APFDX

APFDX has 16.38% 1-year volatility. There are 193 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 6.81%.

Symbol	Name	Volatility 1Y	AUM	Inception
VMVFX	Vanguard Global Minimum Volatility Fund Investor S...	6.81%	2.00B	Dec 2013	APFDX vs VMVFX
VMNVX	Vanguard Global Minimum Volatility Fund Admiral Sh...	6.83%	2.00B	Dec 2013	APFDX vs VMNVX
SVTAX	SEI Institutional Managed Trust Global Managed Vol...	7.21%	—	Jul 2006	APFDX vs SVTAX
MFWIX	MFS Global Total Return Fund Class I	7.38%	—	Sep 1990	APFDX vs MFWIX
SGMAX	SEI Institutional Investments Trust Global Managed...	7.62%	—	Jan 2016	APFDX vs SGMAX

Lowest Drawdown Alternatives to APFDX

APFDX has a 1-year max drawdown of -13.18%. There are 199 mutual funds in the Global Equities category with shallower 1-year drawdowns, going as shallow as -5.21%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
RTXAX	Russell Investment Tax-Managed Real Assets Fund	-5.21%	—	Jun 2019	APFDX vs RTXAX
GQFPX	GQG Partners Global Quality Dividend Income Fund	-5.24%	—	Jun 2021	APFDX vs GQFPX
GQRPX	GQG Partners Global Quality Equity Fund	-5.37%	—	Mar 2019	APFDX vs GQRPX
GQRIX	GQG Partners Global Quality Equity Fund Institutio...	-5.40%	—	Mar 2019	APFDX vs GQRIX
LVAFX	LSV Global Managed Volatility Fund	-5.76%	—	Jun 2014	APFDX vs LVAFX

Other Mutual Funds from Artisan

The 10 most viewed Artisan mutual funds shown here include ARTYX, ARTKX, ARTIX and span 7 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
ARTYX	Artisan Developing World Fund	Emerging Markets Diversified	1	-0.66%	—	Jun 2015	APFDX vs ARTYX
ARTKX	Artisan International Value Fund	Foreign Large Cap Equities	36	10.51%	—	Sep 2002	APFDX vs ARTKX
ARTIX	Artisan International Fund	Foreign Large Cap Equities	42	13.73%	—	Dec 1995	APFDX vs ARTIX
ARTHX	Artisan Global Equity Fund	Global Equities	62	13.35%	—	Mar 2010	APFDX vs ARTHX
ARTFX	Artisan High Income Fund	High Yield Bonds	51	1.00%	—	Mar 2014	APFDX vs ARTFX
ARTRX	Artisan Global Opportunities Fund Class I	Global Equities, Large Cap Growth Equities	11	5.78%	—	Sep 2008	APFDX vs ARTRX
APFPX	Artisan Global Unconstrained Fund	Nontraditional Bonds	99	4.00%	—	Mar 2022	APFDX vs APFPX
ARTMX	Artisan Mid Cap Fund	Mid Cap Growth Equities	17	4.46%	—	Jun 1997	APFDX vs ARTMX
APHKX	Artisan International Value Fund	Foreign Large Cap Equities	37	10.64%	—	Oct 2006	APFDX vs APHKX
ARTGX	Artisan Global Value Fund	Global Equities	54	8.02%	—	Dec 2007	APFDX vs ARTGX

Often Compared With APFDX

Investors most often compare APFDX with CIVVX, ICMUX, ^GSPC. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
CIVVX	Causeway International Value Fund	Foreign Large Cap Equities	24	6.15%	—	Oct 2001	APFDX vs CIVVX
ICMUX	Intrepid Income Fund	Multisector Bonds	97	2.43%	—	Jul 2007	APFDX vs ICMUX
^GSPC	S&P 500 Index		73	10.35%	—	—	APFDX vs ^GSPC
CAEIX	Calvert Global Energy Solutions Fund	Global Equities	89	23.10%	—	May 2007	APFDX vs CAEIX
APFOX	Artisan Emerging Markets Debt Opportunities Fund	Emerging Markets Bonds	96	4.89%	—	Apr 2022	APFDX vs APFOX
CSUAX	Cohen & Steers Global Infrastructure Fund Class A	Global Equities	40	9.47%	—	Aug 2017	APFDX vs CSUAX
PONAX	PIMCO Income Fund Class A	Multisector Bonds	41	0.83%	—	Apr 2007	APFDX vs PONAX
FGIAX	Nuveen Global Infrastructure Fund Class A	Global Equities	29	9.87%	—	Dec 2007	APFDX vs FGIAX
MVGIX	MFS Low Volatility Global Equity Fund	Global Equities	17	2.95%	—	Dec 2013	APFDX vs MVGIX
FMIEX	Wasatch Global Value Fund Investor Class Shares	Global Equities	89	13.17%	—	Sep 1996	APFDX vs FMIEX
ARTSX	Artisan Small Cap Fund	Small Cap Growth Equities	35	14.13%	—	Mar 1995	APFDX vs ARTSX
GLIFX	Lazard Global Listed Infrastructure Portfolio Inst...	Global Equities	24	7.33%	—	—	APFDX vs GLIFX
GAOAX	JPMorgan Global Allocation Fund A	Global Equities	29	5.47%	—	May 2011	APFDX vs GAOAX
MDGCX	BlackRock Advantage Global Fund, Inc.	Global Equities	91	19.80%	—	Aug 1994	APFDX vs MDGCX
PGVFX	Polaris Global Value Fund	Global Equities	90	19.64%	—	May 1998	APFDX vs PGVFX
TAVFX	Third Avenue Value Fund	Global Equities	84	16.28%	—	Oct 1990	APFDX vs TAVFX
SGSCX	DWS Global Small Cap Fund	Global Equities	85	20.12%	—	Sep 1991	APFDX vs SGSCX
PRAFX	T. Rowe Price Real Assets Fund	Global Equities	57	15.05%	—	Jul 2010	APFDX vs PRAFX
NALFX	New Alternatives Fund	Global Equities	64	19.18%	—	Sep 1982	APFDX vs NALFX
GLOSX	Pioneer Global Sustainable Equity Fund Class A	Global Equities, Sustainable	88	16.09%	—	Dec 2005	APFDX vs GLOSX

Compare APFDX with Any Fund or Stock

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

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Diversifiers

Pair APFDX with funds that move differently

Artisan Global Discovery Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to APFDX.

Explore APFDX Diversifiers

Artisan Global Discovery Fund (APFDX) Alternatives