Artisan Sustainable Emerging Markets Fund (APHEX) belongs to the Emerging Markets Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with APHEX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to APHEX
APHEX charges 1.07% annually. There are 103 mutual funds in the Emerging Markets Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Emerging Markets Fund | 0.01% | — | Aug 2018 | APHEX vs FHKFX | |
| Fidelity Series Emerging Markets Opportunities Fun... | 0.01% | — | Dec 2008 | APHEX vs FEMSX | |
| Vanguard Emerging Markets Stock Index Fund Institu... | 0.06% | — | Jun 2000 | APHEX vs VEMIX | |
| Fidelity SAI Emerging Markets Index Fund | 0.08% | — | Jan 2016 | APHEX vs FERGX | |
| Fidelity Emerging Markets Index Fund | 0.08% | — | Sep 2011 | APHEX vs FPADX |
Best Risk-Adjusted Alternatives to APHEX
APHEX has a PortfoliosLab risk / return rank of 62. There are 94 mutual funds in the Emerging Markets Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Lazard Emerging Markets Equity Portfolio | 94 | — | Jul 1994 | APHEX vs LZEMX | |
| Lazard Emerging Markets Equity Portfolio Class R6 | 94 | — | — | APHEX vs RLEMX | |
| Ashmore Emerging Markets Small Cap Equity Fund | 92 | — | Oct 2011 | APHEX vs ESCIX | |
| Delaware Emerging Markets Fund | 91 | — | Jun 1996 | APHEX vs DEMIX | |
| Nomura Emerging Markets Fund Class A | 91 | — | Jun 1996 | APHEX vs DEMAX |
Top Performing APHEX Alternatives (YTD)
APHEX is at 13.40% YTD. There are 152 mutual funds in the Emerging Markets Equities category with higher YTD returns, going as high as 68.59%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Delaware Emerging Markets Fund | 68.59% | — | Jun 1996 | APHEX vs DEMIX | |
| Nomura Emerging Markets Fund Class A | 68.34% | — | Jun 1996 | APHEX vs DEMAX | |
| Nomura Emerging Markets Fund Class C | 67.60% | — | Jun 1996 | APHEX vs DEMCX | |
| Franklin Templeton SMACS: Series EM | 50.59% | — | Nov 2021 | APHEX vs FQEMX | |
| GMO Emerging Markets ex-China Fund | 37.39% | — | Oct 2021 | APHEX vs GMAQX |
Lowest Volatility Alternatives to APHEX
APHEX has 19.32% 1-year volatility. There are 66 mutual funds in the Emerging Markets Equities category with lower 1-year volatility, going as low as 9.88%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs GQG Partners International Opportuni... | 9.88% | — | Dec 2016 | APHEX vs GSIYX | |
| Ashmore Emerging Markets Small Cap Equity Fund | 10.28% | — | Oct 2011 | APHEX vs ESCIX | |
| GQG Partners Emerging Markets Equity Fund | 11.51% | — | Dec 2016 | APHEX vs GQGPX | |
| GQG Partners Emerging Markets Equity Fund Institut... | 11.53% | — | — | APHEX vs GQGIX | |
| Fidelity SAI Emerging Markets Low Volatility Index... | 11.80% | — | Jan 2019 | APHEX vs FGKPX |
Lowest Drawdown Alternatives to APHEX
APHEX has a 1-year max drawdown of -14.48%. There are 128 mutual funds in the Emerging Markets Equities category with shallower 1-year drawdowns, going as shallow as -5.70%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Ashmore Emerging Markets Small Cap Equity Fund | -5.70% | — | Oct 2011 | APHEX vs ESCIX | |
| Fidelity SAI Emerging Markets Low Volatility Index... | -6.93% | — | Jan 2019 | APHEX vs FGKPX | |
| Goldman Sachs GQG Partners International Opportuni... | -7.81% | — | Dec 2016 | APHEX vs GSIYX | |
| BlackRock Defensive Advantage Emerging Markets Fun... | -8.89% | — | Dec 2020 | APHEX vs BADEX | |
| The Cook & Bynum Fund | -8.95% | — | Jun 2009 | APHEX vs COBYX |
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 | |
|---|---|---|---|---|---|---|---|
| Artisan Developing World Fund | Emerging Markets Equities | 2 | -0.39% | — | Jun 2015 | APHEX vs ARTYX | |
| Artisan International Value Fund | Foreign Large Cap Equities | 78 | 15.72% | — | Sep 2002 | APHEX vs ARTKX | |
| Artisan International Fund | Foreign Large Cap Equities | 60 | 15.07% | — | Dec 1995 | APHEX vs ARTIX | |
| Artisan Global Equity Fund | Global Equities | 33 | 8.26% | — | Mar 2010 | APHEX vs ARTHX | |
| Artisan High Income Fund | High Yield Bonds | 58 | 0.91% | — | Mar 2014 | APHEX vs ARTFX | |
| Artisan Global Unconstrained Fund | Nontraditional Bonds | 99 | 5.21% | — | Mar 2022 | APHEX vs APFPX | |
| Artisan Global Opportunities Fund Class I | Global Equities, Large Cap Growth Equities | 8 | 2.76% | — | Sep 2008 | APHEX vs ARTRX | |
| Artisan International Value Fund | Foreign Large Cap Equities | 79 | 15.86% | — | Oct 2006 | APHEX vs APHKX | |
| Artisan Mid Cap Fund | Mid Cap Growth Equities | 13 | 2.35% | — | Jun 1997 | APHEX vs ARTMX | |
| Artisan Global Discovery Fund | Global Equities | 18 | 4.22% | — | Aug 2017 | APHEX vs APFDX |
Often Compared With APHEX
Investors most often compare APHEX with SEEGX, APHFX, VWO. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare APHEX with Any Fund or Stock
Compare APHEX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair APHEX with funds that move differently
Artisan Sustainable Emerging Markets Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to APHEX.
Explore APHEX Diversifiers