Artisan High Income Fund Class I (APHFX) belongs to the High Yield Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with APHFX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to APHFX
APHFX charges 0.71% annually. There are 58 mutual funds in the High Yield Bonds category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Federated Hermes High-Yield Strategy Portfolio | 0.02% | — | Dec 2008 | APHFX vs FHYSX | |
| Vanguard High-Yield Corporate Fund Admiral Shares | 0.12% | 25.80B | Nov 2001 | APHFX vs VWEAX | |
| PIA High Yield (MACS) Fund | 0.20% | — | Dec 2017 | APHFX vs PIAMX | |
| Vanguard High-Yield Corporate Fund Investor Shares | 0.22% | 25.80B | Dec 1978 | APHFX vs VWEHX | |
| Six Circles Credit Opportunities Fund | 0.29% | — | Nov 2020 | APHFX vs CRDOX |
Best Risk-Adjusted Alternatives to APHFX
APHFX has a PortfoliosLab risk / return rank of 58. There are 135 mutual funds in the High Yield Bonds category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Pioneer ILS Interval Fund | 100 | — | Dec 2014 | APHFX vs XILSX | |
| Cliffwater Corporate Lending Fund | 100 | — | Mar 2019 | APHFX vs CCLFX | |
| RiverPark Short Term High Yield Fund | 100 | — | Sep 2010 | APHFX vs RPHIX | |
| Chartwell Short Duration High Yield Fund | 97 | — | Jul 2014 | APHFX vs CWFIX | |
| Penn Capital Short Duration High Income Fund | 97 | — | Jul 2017 | APHFX vs PSHNX |
Top Performing APHFX Alternatives (YTD)
APHFX is at 1.37% YTD. There are 145 mutual funds in the High Yield Bonds category with higher YTD returns, going as high as 9.42%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Pioneer ILS Interval Fund | 9.42% | — | Dec 2014 | APHFX vs XILSX | |
| Fairholme Focused Income Fund | 8.79% | — | Dec 2009 | APHFX vs FOCIX | |
| Fidelity Capital & Income Fund | 7.46% | — | Nov 1977 | APHFX vs FAGIX | |
| Fidelity Advisor High Income Advantage Fund Class ... | 6.76% | — | Oct 2018 | APHFX vs FIQTX | |
| Fidelity Advisor High Income Advantage Fund Class ... | 6.70% | — | Jul 1995 | APHFX vs FAHCX |
Lowest Volatility Alternatives to APHFX
APHFX has 2.98% 1-year volatility. There are 63 mutual funds in the High Yield Bonds category with lower 1-year volatility, going as low as 0.85%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Cliffwater Corporate Lending Fund | 0.85% | — | Mar 2019 | APHFX vs CCLFX | |
| RiverPark Short Term High Yield Fund | 0.85% | — | Sep 2010 | APHFX vs RPHIX | |
| Chartwell Short Duration High Yield Fund | 1.50% | — | Jul 2014 | APHFX vs CWFIX | |
| Shenkman Capital Short Duration High Income Fund | 1.63% | — | Oct 2012 | APHFX vs SCFIX | |
| Osterweis Strategic Income Fund | 1.70% | — | Aug 2002 | APHFX vs OSTIX |
Lowest Drawdown Alternatives to APHFX
APHFX has a 1-year max drawdown of -2.74%. There are 139 mutual funds in the High Yield Bonds category with shallower 1-year drawdowns, going as shallow as -0.10%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| RiverPark Short Term High Yield Fund | -0.10% | — | Sep 2010 | APHFX vs RPHIX | |
| Cliffwater Corporate Lending Fund | -0.19% | — | Mar 2019 | APHFX vs CCLFX | |
| Pioneer ILS Interval Fund | -0.21% | — | Dec 2014 | APHFX vs XILSX | |
| MainStay MacKay Short Duration High Yield Fund | -1.06% | — | Dec 2012 | APHFX vs MDHVX | |
| Shenkman Capital Short Duration High Income Fund | -1.11% | — | Oct 2012 | APHFX vs SCFIX |
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 | 0.22% | — | Jun 2015 | APHFX vs ARTYX | |
| Artisan International Value Fund | Foreign Large Cap Equities | 58 | 13.18% | — | Sep 2002 | APHFX vs ARTKX | |
| Artisan International Fund | Foreign Large Cap Equities | 43 | 14.27% | — | Dec 1995 | APHFX vs ARTIX | |
| Artisan Global Equity Fund | Global Equities | 33 | 8.98% | — | Mar 2010 | APHFX vs ARTHX | |
| Artisan High Income Fund | High Yield Bonds | 56 | 1.36% | — | Mar 2014 | APHFX vs ARTFX | |
| Artisan Global Unconstrained Fund | Nontraditional Bonds | 99 | 4.47% | — | Mar 2022 | APHFX vs APFPX | |
| Artisan Global Opportunities Fund Class I | Global Equities, Large Cap Growth Equities | 11 | 7.01% | — | Sep 2008 | APHFX vs ARTRX | |
| Artisan Mid Cap Fund | Mid Cap Growth Equities | 22 | 7.21% | — | Jun 1997 | APHFX vs ARTMX | |
| Artisan Global Discovery Fund | Global Equities | 17 | 7.74% | — | Aug 2017 | APHFX vs APFDX | |
| Artisan Emerging Markets Debt Opportunities Fund | Emerging Markets Bonds | 98 | 6.82% | — | Apr 2022 | APHFX vs APFOX |
Often Compared With APHFX
Investors most often compare APHFX with APHEX, FGI, RITGX. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare APHFX with Any Fund or Stock
Compare APHFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair APHFX with funds that move differently
Artisan High Income Fund Class I alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to APHFX.
Explore APHFX Diversifiers