Artisan Sustainable Emerging Markets Fund (APHEX) belongs to the Emerging Markets Diversified 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 79 mutual funds in the Emerging Markets Diversified category with lower expense ratios, going as low as 0.08%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| 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 | |
| Franklin Emerging Market Core Equity (IU) Fund Adv... | 0.17% | — | Jul 2019 | APHEX vs FCEEX | |
| State Street Emerging Markets Equity Index Fund | 0.17% | — | Dec 2015 | APHEX vs SSKEX | |
| UBS Emerging Markets Equity Opportunity Fund | 0.19% | — | May 2018 | APHEX vs EMPTX |
Best Risk-Adjusted Alternatives to APHEX
APHEX has a PortfoliosLab risk / return rank of 76. There are 118 mutual funds in the Emerging Markets Diversified category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Delaware Emerging Markets Fund | 98 | — | Jun 1996 | APHEX vs DEMIX | |
| Franklin Templeton SMACS: Series EM | 98 | — | Nov 2021 | APHEX vs FQEMX | |
| Martin Currie SMA-Shares Series EM Fund | 97 | — | Jan 2018 | APHEX vs LCSMX | |
| GMO Emerging Markets ex-China Fund | 96 | — | Oct 2021 | APHEX vs GMAQX | |
| LSV Emerging Markets Equity Fund | 96 | — | Jan 2019 | APHEX vs LVAZX |
Top Performing APHEX Alternatives (YTD)
APHEX is at 20.73% YTD. There are 128 mutual funds in the Emerging Markets Diversified category with higher YTD returns, going as high as 145.11%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Delaware Emerging Markets Fund | 145.11% | — | Jun 1996 | APHEX vs DEMIX | |
| Franklin Templeton SMACS: Series EM | 92.59% | — | Nov 2021 | APHEX vs FQEMX | |
| Martin Currie SMA-Shares Series EM Fund | 72.12% | — | Jan 2018 | APHEX vs LCSMX | |
| GMO Emerging Markets ex-China Fund | 53.39% | — | Oct 2021 | APHEX vs GMAQX | |
| abrdn Emerging Markets ex-China Fund | 49.19% | — | Aug 2000 | APHEX vs GLLSX |
Lowest Volatility Alternatives to APHEX
APHEX has 18.03% 1-year volatility. There are 52 mutual funds in the Emerging Markets Diversified category with lower 1-year volatility, going as low as 11.24%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Ashmore Emerging Markets Small Cap Equity Fund | 11.24% | — | Oct 2011 | APHEX vs ESCIX | |
| Virtus KAR Emerging Markets Small-Cap Fund | 11.47% | — | Dec 2013 | APHEX vs VIESX | |
| GQG Partners Emerging Markets Equity Fund | 11.51% | — | Dec 2016 | APHEX vs GQGPX | |
| BlackRock Defensive Advantage Emerging Markets Fun... | 11.61% | — | Dec 2020 | APHEX vs BADEX | |
| The Cook & Bynum Fund | 11.91% | — | Jun 2009 | APHEX vs COBYX |
Lowest Drawdown Alternatives to APHEX
APHEX has a 1-year max drawdown of -14.48%. There are 143 mutual funds in the Emerging Markets Diversified 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 | |
| Wasatch Emerging Markets Small Cap Fund | -7.89% | — | Sep 2007 | APHEX vs WAEMX | |
| BlackRock Defensive Advantage Emerging Markets Fun... | -8.89% | — | Dec 2020 | APHEX vs BADEX | |
| The Cook & Bynum Fund | -8.95% | — | Jun 2009 | APHEX vs COBYX | |
| GQG Partners Emerging Markets Equity Fund | -9.12% | — | Dec 2016 | APHEX vs GQGPX |
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 | APHEX vs ARTYX | |
| Artisan International Value Fund | Foreign Large Cap Equities | 44 | 10.70% | — | Sep 2002 | APHEX vs ARTKX | |
| Artisan International Fund | Foreign Large Cap Equities | 46 | 15.74% | — | Dec 1995 | APHEX vs ARTIX | |
| Artisan Global Equity Fund | Global Equities | 47 | 11.61% | — | Mar 2010 | APHEX vs ARTHX | |
| Artisan High Income Fund | High Yield Bonds | 54 | 0.88% | — | Mar 2014 | APHEX vs ARTFX | |
| Artisan Global Opportunities Fund Class I | Global Equities, Large Cap Growth Equities | 11 | 5.39% | — | Sep 2008 | APHEX vs ARTRX | |
| Artisan Global Unconstrained Fund | Nontraditional Bonds | 99 | 4.18% | — | Mar 2022 | APHEX vs APFPX | |
| Artisan Mid Cap Fund | Mid Cap Growth Equities | 21 | 7.61% | — | Jun 1997 | APHEX vs ARTMX | |
| Artisan Emerging Markets Debt Opportunities Fund | Emerging Markets Bonds | 97 | 5.93% | — | Apr 2022 | APHEX vs APFOX | |
| Artisan Global Discovery Fund | Global Equities | 15 | 7.28% | — | Aug 2017 | APHEX vs APFDX |
Often Compared With APHEX
Investors most often compare APHEX with SEEGX, APHFX, VWO. These 20 comparison targets span 10 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