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 218 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% | 95.30B | Feb 2019 | APFDX vs VTWAX |
Best Risk-Adjusted Alternatives to APFDX
APFDX has a PortfoliosLab risk / return rank of 15. There are 200 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Value Fund | 95 | — | Jun 2014 | APFDX vs LVAGX | |
| Polaris Global Value Fund | 93 | — | May 1998 | APFDX vs PGVFX | |
| MainStay Epoch Global Equity Yield Fund | 92 | — | Dec 2005 | APFDX vs EPSYX | |
| GMO Global Equity Allocation Fund | 91 | — | Nov 1996 | APFDX vs GMGEX | |
| John Hancock Global Shareholder Yield Fund | 91 | — | Feb 2007 | APFDX vs JGYIX |
Top Performing APFDX Alternatives (YTD)
APFDX is at 7.28% YTD. There are 165 mutual funds in the Global Equities category with higher YTD returns, going as high as 42.58%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| T. Rowe Price Global Technology Fund I Class | 42.58% | — | Nov 2016 | APFDX vs PGTIX | |
| Oberweis Global Opportunities Fund | 31.52% | — | Jan 1987 | APFDX vs OBEGX | |
| Ariel Global Fund | 26.71% | — | Dec 2011 | APFDX vs AGLOX | |
| T. Rowe Price Global Stock Fund | 24.54% | — | Dec 1995 | APFDX vs PRGSX | |
| Fidelity Advisor Worldwide Fund Class Z | 24.23% | — | Oct 2018 | APFDX vs FIQOX |
Lowest Volatility Alternatives to APFDX
APFDX has 17.22% 1-year volatility. There are 195 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 7.03%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Global Minimum Volatility Fund Investor S... | 7.03% | 2.00B | Dec 2013 | APFDX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 7.05% | 2.00B | Dec 2013 | APFDX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.20% | — | Jul 2006 | APFDX vs SVTAX | |
| MFS Global Total Return Fund Class I | 7.57% | — | Sep 1990 | APFDX vs MFWIX | |
| SEI Institutional Investments Trust Global Managed... | 7.69% | — | Jan 2016 | APFDX vs SGMAX |
Lowest Drawdown Alternatives to APFDX
APFDX has a 1-year max drawdown of -13.18%. There are 201 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 | |
|---|---|---|---|---|---|
| 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 | |
| Cohen & Steers Global Infrastructure Fund Class A | -5.99% | — | Aug 2017 | APFDX vs CSUAX | |
| SEI Institutional Managed Trust Global Managed Vol... | -5.99% | — | Jul 2006 | APFDX vs SVTAX |
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 | 2 | -3.45% | — | Jun 2015 | APFDX vs ARTYX | |
| Artisan International Value Fund | Foreign Large Cap Equities | 44 | 10.70% | — | Sep 2002 | APFDX vs ARTKX | |
| Artisan International Fund | Foreign Large Cap Equities | 46 | 15.74% | — | Dec 1995 | APFDX vs ARTIX | |
| Artisan Global Equity Fund | Global Equities | 47 | 11.61% | — | Mar 2010 | APFDX vs ARTHX | |
| Artisan High Income Fund | High Yield Bonds | 54 | 0.88% | — | Mar 2014 | APFDX vs ARTFX | |
| Artisan Global Opportunities Fund Class I | Global Equities, Large Cap Growth Equities | 11 | 5.39% | — | Sep 2008 | APFDX vs ARTRX | |
| Artisan Global Unconstrained Fund | Nontraditional Bonds | 99 | 4.18% | — | Mar 2022 | APFDX vs APFPX | |
| Artisan Mid Cap Fund | Mid Cap Growth Equities | 21 | 7.61% | — | Jun 1997 | APFDX vs ARTMX | |
| Artisan Emerging Markets Debt Opportunities Fund | Emerging Markets Bonds | 97 | 5.93% | — | Apr 2022 | APFDX vs APFOX | |
| Artisan International Value Fund | Foreign Large Cap Equities | 45 | 10.82% | — | Oct 2006 | APFDX vs APHKX |
Often Compared With APFDX
Investors most often compare APFDX with CIVVX, ICMUX, ^GSPC. These 20 comparison targets span 4 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