Artisan International Fund Institutional Class (APHIX) belongs to the Foreign Large Cap Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with APHIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to APHIX
APHIX charges 0.96% annually. There are 253 mutual funds in the Foreign Large Cap Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Overseas Fund | 0.01% | — | Jun 2019 | APHIX vs FSOSX | |
| Fidelity Series International Value Fund | 0.01% | — | Dec 2009 | APHIX vs FINVX | |
| Fidelity Series International Index Fund | 0.01% | — | Aug 2018 | APHIX vs FHLFX | |
| Fidelity Series Global ex U.S. Index Fund | 0.01% | — | Sep 2009 | APHIX vs FSGEX | |
| Fidelity Series International Growth Fund | 0.01% | — | Dec 2009 | APHIX vs FIGSX |
Best Risk-Adjusted Alternatives to APHIX
APHIX has a PortfoliosLab risk / return rank of 46. There are 139 mutual funds in the Foreign Large Cap Equities category with higher risk-adjusted ranks, going as high as 93.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Tocqueville International Value Fu... | 93 | — | Aug 1994 | APHIX vs TIVFX | |
| Touchstone International Equity Fund | 93 | — | Mar 1993 | APHIX vs SWRLX | |
| GMO Tax-Managed International Equities Fund | 91 | — | Jul 1998 | APHIX vs GTMIX | |
| Thornburg Global Opportunities Fund | 91 | — | Jul 2006 | APHIX vs THOIX | |
| Dunham International Stock Fund | 90 | — | Dec 2004 | APHIX vs DCINX |
Top Performing APHIX Alternatives (YTD)
APHIX is at 14.80% YTD. There are 91 mutual funds in the Foreign Large Cap Equities category with higher YTD returns, going as high as 38.55%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Tocqueville International Value Fu... | 38.55% | — | Aug 1994 | APHIX vs TIVFX | |
| Calamos International Growth Fund | 35.71% | — | Mar 2005 | APHIX vs CIGIX | |
| Lord Abbett International Growth Fund | 31.62% | — | Jun 2021 | APHIX vs LIAGX | |
| Fidelity SAI International SMA Completion Fund | 31.45% | — | Apr 2019 | APHIX vs FISZX | |
| John Hancock International Dynamic Growth Fund | 30.75% | — | May 2019 | APHIX vs JIJIX |
Lowest Volatility Alternatives to APHIX
APHIX has 15.09% 1-year volatility. There are 166 mutual funds in the Foreign Large Cap Equities category with lower 1-year volatility, going as low as 8.76%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor Overseas Fund Class Z | 8.76% | — | Feb 2017 | APHIX vs FAOSX | |
| Fidelity Advisor Overseas Fund Class C | 8.76% | — | Nov 1997 | APHIX vs FAOCX | |
| Fidelity Advisor Overseas Fund Class A | 8.76% | — | Sep 1996 | APHIX vs FAOAX | |
| Fidelity Advisor Overseas Fund Class M | 8.78% | — | Apr 1990 | APHIX vs FAERX | |
| Fidelity Advisor Overseas Fund Class I | 8.78% | — | Jul 1995 | APHIX vs FAOIX |
Lowest Drawdown Alternatives to APHIX
APHIX has a 1-year max drawdown of -9.77%. There are 40 mutual funds in the Foreign Large Cap Equities category with shallower 1-year drawdowns, going as shallow as -6.94%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Redwood AlphaFactor Tactical International Fund | -6.94% | — | Nov 2017 | APHIX vs RWIIX | |
| Federated Hermes International Strategic Value Div... | -6.97% | — | Jun 2008 | APHIX vs IVFIX | |
| Fidelity Advisor Overseas Fund Class Z | -7.26% | — | Feb 2017 | APHIX vs FAOSX | |
| Fidelity Advisor Overseas Fund Class I | -7.28% | — | Jul 1995 | APHIX vs FAOIX | |
| Fidelity Advisor Overseas Fund Class M | -7.29% | — | Apr 1990 | APHIX vs FAERX |
Other Mutual Funds from Artisan Partners
The 1 most viewed Artisan Partners mutual funds shown here include APDKX and span 1 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Artisan International Value Fund Advisor Class | Foreign Large Cap Equities | 45 | 11.29% | — | Apr 2015 | APHIX vs APDKX |
Often Compared With APHIX
Investors most often compare APHIX with FITGX, COSSX, TPIAX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare APHIX with Any Fund or Stock
Compare APHIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair APHIX with funds that move differently
Artisan International Fund Institutional Class alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to APHIX.
Explore APHIX Diversifiers