APHFX Alternatives & Similar Mutual Funds

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 59 mutual funds in the High Yield Bonds category with lower expense ratios, going as low as 0.02%.

Symbol	Name	Expense Ratio	AUM	Inception
FHYSX	Federated Hermes High-Yield Strategy Portfolio	0.02%	—	Dec 2008	APHFX vs FHYSX
VWEAX	Vanguard High-Yield Corporate Fund Admiral Shares	0.13%	25.70B	Nov 2001	APHFX vs VWEAX
PIAMX	PIA High Yield (MACS) Fund	0.20%	—	Dec 2017	APHFX vs PIAMX
VWEHX	Vanguard High-Yield Corporate Fund Investor Shares	0.23%	25.70B	Dec 1978	APHFX vs VWEHX
CRDOX	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 53. There are 147 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
XILSX	Pioneer ILS Interval Fund	100	—	Dec 2014	APHFX vs XILSX
CCLFX	Cliffwater Corporate Lending Fund	100	—	Mar 2019	APHFX vs CCLFX
RPHIX	RiverPark Short Term High Yield Fund	100	—	Sep 2010	APHFX vs RPHIX
SHOYX	American Beacon SiM High Yield Opportunities Fund ...	97	—	Feb 2011	APHFX vs SHOYX
FSHNX	Fidelity Series High Income Fund	97	—	Mar 2011	APHFX vs FSHNX

Top Performing APHFX Alternatives (YTD)

APHFX is at 0.99% YTD. There are 157 mutual funds in the High Yield Bonds category with higher YTD returns, going as high as 8.43%.

Symbol	Name	YTD Return	AUM	Inception
FAGIX	Fidelity Capital & Income Fund	8.43%	—	Nov 1977	APHFX vs FAGIX
XILSX	Pioneer ILS Interval Fund	7.97%	—	Dec 2014	APHFX vs XILSX
FIQTX	Fidelity Advisor High Income Advantage Fund Class ...	7.64%	—	Oct 2018	APHFX vs FIQTX
FAHCX	Fidelity Advisor High Income Advantage Fund Class ...	7.59%	—	Jul 1995	APHFX vs FAHCX
FAHYX	Fidelity Advisor High Income Advantage Fund Class ...	7.52%	—	Jan 1987	APHFX vs FAHYX

Lowest Volatility Alternatives to APHFX

APHFX has 3.05% 1-year volatility. There are 71 mutual funds in the High Yield Bonds category with lower 1-year volatility, going as low as 0.88%.

Symbol	Name	Volatility 1Y	AUM	Inception
CCLFX	Cliffwater Corporate Lending Fund	0.88%	—	Mar 2019	APHFX vs CCLFX
RPHIX	RiverPark Short Term High Yield Fund	0.88%	—	Sep 2010	APHFX vs RPHIX
CWFIX	Chartwell Short Duration High Yield Fund	1.49%	—	Jul 2014	APHFX vs CWFIX
SCFIX	Shenkman Capital Short Duration High Income Fund	1.63%	—	Oct 2012	APHFX vs SCFIX
OSTIX	Osterweis Strategic Income Fund	1.69%	—	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
RPHIX	RiverPark Short Term High Yield Fund	-0.10%	—	Sep 2010	APHFX vs RPHIX
CCLFX	Cliffwater Corporate Lending Fund	-0.19%	—	Mar 2019	APHFX vs CCLFX
XILSX	Pioneer ILS Interval Fund	-0.21%	—	Dec 2014	APHFX vs XILSX
MDHVX	MainStay MacKay Short Duration High Yield Fund	-1.06%	—	Dec 2012	APHFX vs MDHVX
SCFIX	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 7 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
ARTYX	Artisan Developing World Fund	Emerging Markets Diversified	1	-0.66%	—	Jun 2015	APHFX vs ARTYX
ARTKX	Artisan International Value Fund	Foreign Large Cap Equities	36	10.51%	—	Sep 2002	APHFX vs ARTKX
ARTIX	Artisan International Fund	Foreign Large Cap Equities	42	13.73%	—	Dec 1995	APHFX vs ARTIX
ARTHX	Artisan Global Equity Fund	Global Equities	62	13.35%	—	Mar 2010	APHFX vs ARTHX
ARTFX	Artisan High Income Fund	High Yield Bonds	51	1.00%	—	Mar 2014	APHFX vs ARTFX
ARTRX	Artisan Global Opportunities Fund Class I	Global Equities, Large Cap Growth Equities	11	5.78%	—	Sep 2008	APHFX vs ARTRX
APFPX	Artisan Global Unconstrained Fund	Nontraditional Bonds	99	4.00%	—	Mar 2022	APHFX vs APFPX
ARTMX	Artisan Mid Cap Fund	Mid Cap Growth Equities	17	4.46%	—	Jun 1997	APHFX vs ARTMX
APHKX	Artisan International Value Fund	Foreign Large Cap Equities	37	10.64%	—	Oct 2006	APHFX vs APHKX
APFDX	Artisan Global Discovery Fund	Global Equities	11	4.43%	—	Aug 2017	APHFX vs APFDX

Often Compared With APHFX

Investors most often compare APHFX with APHEX, FGI, BRTR. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
APHEX	Artisan Sustainable Emerging Markets Fund	Emerging Markets Diversified	83	21.88%	—	Jun 2006	APHFX vs APHEX
FGI	FGI Industries Ltd		64	-3.51%	—	—	APHFX vs FGI
BRTR	Blackrock Total Return ETF	Intermediate Core-Plus Bond	42	0.40%	662.97M	Dec 2023	APHFX vs BRTR
RITGX	American Funds American High-Income Trust® Class R...	High Yield Bonds	86	2.35%	—	Aug 2008	APHFX vs RITGX
SCYB	Schwab High Yield Bond ETF	High Yield Bonds	59	1.55%	2.54B	Jul 2023	APHFX vs SCYB
BRHYX	BlackRock High Yield K	High Yield Bonds	81	1.80%	—	Jan 2001	APHFX vs BRHYX
FALN	iShares Fallen Angels USD Bond ETF	High Yield Bonds	54	1.56%	1.66B	Jun 2016	APHFX vs FALN
FQTIX	Franklin Templeton SMACS: Series I	High Yield Bonds	93	3.55%	—	Jun 2019	APHFX vs FQTIX
APFOX	Artisan Emerging Markets Debt Opportunities Fund	Emerging Markets Bonds	96	4.89%	—	Apr 2022	APHFX vs APFOX
HYG	iShares iBoxx $ High Yield Corporate Bond ETF	High Yield Bonds	55	1.32%	16.11B	Apr 2007	APHFX vs HYG
ARTGX	Artisan Global Value Fund	Global Equities	54	8.02%	—	Dec 2007	APHFX vs ARTGX
PRCPX	T. Rowe Price Credit Opportunities Fund	High Yield Bonds	95	1.79%	—	Apr 2014	APHFX vs PRCPX
RSIIX	RiverPark Strategic Income Fund	High Yield Bonds	68	1.81%	—	Sep 2013	APHFX vs RSIIX
FOCIX	Fairholme Focused Income Fund	High Yield Bonds	41	7.20%	—	Dec 2009	APHFX vs FOCIX
PRFRX	T. Rowe Price Floating Rate Fund	High Yield Bonds	96	1.39%	—	Jul 2011	APHFX vs PRFRX
CPMPX	Changing Parameters Fund	High Yield Bonds	88	0.85%	—	Oct 2006	APHFX vs CPMPX
RCRYX	Pioneer Corporate High Yield Fund	High Yield Bonds	55	2.42%	—	Jan 2017	APHFX vs RCRYX
THHYX	Toews Tactical Income Fund	High Yield Bonds	49	0.48%	—	Jun 2010	APHFX vs THHYX
JGH	Nuveen Global High Income Fund	High Yield Bonds	15	5.23%	—	Nov 2014	APHFX vs JGH
PRHYX	T. Rowe Price High Yield Fund	High Yield Bonds	93	1.73%	—	Dec 1984	APHFX vs PRHYX

Compare APHFX with Any Fund or Stock

Compare APHFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

Symbol name

Diversifiers

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

Artisan High Income Fund Class I (APHFX) Alternatives