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 220 mutual funds in the Global Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Global Equity Allocation Fund | 0.01% | — | Nov 1996 | APFDX vs GMGEX | |
| GMO Global Developed Equity Allocation Fund | 0.01% | — | Jun 2005 | APFDX vs GWOAX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | — | Sep 2014 | APFDX vs SSGLX | |
| USAA Cornerstone Equity Fund | 0.09% | — | Jun 2012 | APFDX vs UCEQX | |
| Vanguard Total World Stock Index Fund Admiral Shar... | 0.09% | 97.00B | Feb 2019 | APFDX vs VTWAX |
Best Risk-Adjusted Alternatives to APFDX
APFDX has a PortfoliosLab risk / return rank of 18. There are 199 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Managed Volatility Fund | 97 | — | Jun 2014 | APFDX vs LVAFX | |
| Wasatch Global Value Fund Investor Class Shares | 97 | — | Sep 1996 | APFDX vs FMIEX | |
| LSV Global Value Fund | 97 | — | Jun 2014 | APFDX vs LVAGX | |
| MainStay Epoch Global Equity Yield Fund | 96 | — | Dec 2005 | APFDX vs EPSYX | |
| Polaris Global Value Fund | 95 | — | May 1998 | APFDX vs PGVFX |
Top Performing APFDX Alternatives (YTD)
APFDX is at 4.22% YTD. There are 206 mutual funds in the Global Equities category with higher YTD returns, going as high as 24.97%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| AMG Yacktman Global Fund | 24.97% | — | Jan 2017 | APFDX vs YFSIX | |
| AMG Yacktman Global Fund Class N | 24.78% | — | — | APFDX vs YFSNX | |
| LSV Global Value Fund | 24.67% | — | Jun 2014 | APFDX vs LVAGX | |
| T. Rowe Price Global Technology Fund I Class | 23.72% | — | Nov 2016 | APFDX vs PGTIX | |
| MainStay Epoch Global Equity Yield Fund | 21.42% | — | Dec 2005 | APFDX vs EPSYX |
Lowest Volatility Alternatives to APFDX
APFDX has 17.63% 1-year volatility. There are 193 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 6.87%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Catalyst/Millburn Hedge Strategy Fund | 6.87% | — | Dec 2015 | APFDX vs MBXAX | |
| Catalyst/Millburn Hedge Strategy Fund Class I | 6.90% | — | Dec 1996 | APFDX vs MBXIX | |
| Vanguard Global Minimum Volatility Fund Investor S... | 6.99% | 2.00B | Dec 2013 | APFDX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 7.01% | 2.00B | Dec 2013 | APFDX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.42% | — | Jul 2006 | APFDX vs SVTAX |
Lowest Drawdown Alternatives to APFDX
APFDX has a 1-year max drawdown of -13.18%. There are 200 mutual funds in the Global Equities category with shallower 1-year drawdowns, going as shallow as -3.85%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Catalyst/Millburn Hedge Strategy Fund Class I | -3.85% | — | Dec 1996 | APFDX vs MBXIX | |
| Catalyst/Millburn Hedge Strategy Fund | -3.89% | — | Dec 2015 | APFDX vs MBXAX | |
| Russell Investment Tax-Managed Real Assets Fund | -5.21% | — | Jun 2019 | APFDX vs RTXAX | |
| LSV Global Managed Volatility Fund | -5.76% | — | Jun 2014 | APFDX vs LVAFX | |
| SEI Institutional Investments Trust Global Managed... | -5.88% | — | Jan 2016 | APFDX vs SGMAX |
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 Equities | 2 | -0.39% | — | Jun 2015 | APFDX vs ARTYX | |
| Artisan International Value Fund | Foreign Large Cap Equities | 78 | 15.72% | — | Sep 2002 | APFDX vs ARTKX | |
| Artisan International Fund | Foreign Large Cap Equities | 60 | 15.07% | — | Dec 1995 | APFDX vs ARTIX | |
| Artisan Global Equity Fund | Global Equities | 33 | 8.26% | — | Mar 2010 | APFDX vs ARTHX | |
| Artisan High Income Fund | High Yield Bonds | 58 | 0.91% | — | Mar 2014 | APFDX vs ARTFX | |
| Artisan Global Unconstrained Fund | Nontraditional Bonds | 99 | 5.21% | — | Mar 2022 | APFDX vs APFPX | |
| Artisan Global Opportunities Fund Class I | Global Equities, Large Cap Growth Equities | 8 | 2.76% | — | Sep 2008 | APFDX vs ARTRX | |
| Artisan International Value Fund | Foreign Large Cap Equities | 79 | 15.86% | — | Oct 2006 | APFDX vs APHKX | |
| Artisan Mid Cap Fund | Mid Cap Growth Equities | 13 | 2.35% | — | Jun 1997 | APFDX vs ARTMX | |
| Artisan Emerging Markets Debt Opportunities Fund | Emerging Markets Bonds | 98 | 6.99% | — | Apr 2022 | APFDX vs APFOX |
Often Compared With APFDX
Investors most often compare APFDX with CIVVX, ICMUX, CSUAX. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.
Compare APFDX with Any Fund or Stock
Compare APFDX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
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