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 265 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 Global ex U.S. Index Fund | 0.01% | — | Sep 2009 | APHIX vs FSGEX | |
| Fidelity Series International Index Fund | 0.01% | — | Aug 2018 | APHIX vs FHLFX | |
| Fidelity Series Overseas Fund | 0.01% | — | Jun 2019 | APHIX vs FSOSX | |
| Fidelity Series International Growth Fund | 0.01% | — | Dec 2009 | APHIX vs FIGSX | |
| Fidelity Series International Value Fund | 0.01% | — | Dec 2009 | APHIX vs FINVX |
Best Risk-Adjusted Alternatives to APHIX
APHIX has a PortfoliosLab risk / return rank of 59. There are 212 mutual funds in the Foreign Large Cap Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Tax-Managed International Equities Fund | 97 | — | Jul 1998 | APHIX vs GTMIX | |
| SA International Value Fund | 96 | — | Aug 1999 | APHIX vs SAHMX | |
| PIMCO RAE PLUS International Fund | 95 | — | Sep 2011 | APHIX vs PTSIX | |
| Vanguard International High Dividend Yield Index F... | 94 | 20.40B | Mar 2016 | APHIX vs VIHAX | |
| DFA International Value III Portfolio | 94 | — | Feb 1995 | APHIX vs DFVIX |
Top Performing APHIX Alternatives (YTD)
APHIX is at 15.20% YTD. There are 65 mutual funds in the Foreign Large Cap Equities category with higher YTD returns, going as high as 23.03%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Dunham International Stock Fund | 23.03% | — | Dec 2004 | APHIX vs DCINX | |
| GMO Tax-Managed International Equities Fund | 22.05% | — | Jul 1998 | APHIX vs GTMIX | |
| Touchstone International Equity Fund | 21.39% | — | Mar 1993 | APHIX vs SWRLX | |
| GMO International Developed Equity Allocation Fund | 21.36% | — | Jun 2006 | APHIX vs GIOTX | |
| Fidelity SAI International SMA Completion Fund | 20.57% | — | Apr 2019 | APHIX vs FISZX |
Lowest Volatility Alternatives to APHIX
APHIX has 15.34% 1-year volatility. There are 158 mutual funds in the Foreign Large Cap Equities category with lower 1-year volatility, going as low as 7.67%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor Overseas Fund Class A | 7.67% | — | Sep 1996 | APHIX vs FAOAX | |
| Fidelity Advisor Overseas Fund Class C | 7.67% | — | Nov 1997 | APHIX vs FAOCX | |
| Fidelity Advisor Overseas Fund Class Z | 7.68% | — | Feb 2017 | APHIX vs FAOSX | |
| Fidelity Advisor Overseas Fund Class M | 7.69% | — | Apr 1990 | APHIX vs FAERX | |
| Fidelity Advisor Overseas Fund Class I | 7.69% | — | 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
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 | APHIX vs ARTYX | |
| Artisan International Value Fund | Foreign Large Cap Equities | 78 | 15.72% | — | Sep 2002 | APHIX vs ARTKX | |
| Artisan International Fund | Foreign Large Cap Equities | 60 | 15.07% | — | Dec 1995 | APHIX vs ARTIX | |
| Artisan Global Equity Fund | Global Equities | 33 | 8.26% | — | Mar 2010 | APHIX vs ARTHX | |
| Artisan High Income Fund | High Yield Bonds | 58 | 0.91% | — | Mar 2014 | APHIX vs ARTFX | |
| Artisan Global Unconstrained Fund | Nontraditional Bonds | 99 | 5.21% | — | Mar 2022 | APHIX vs APFPX | |
| Artisan Global Opportunities Fund Class I | Global Equities, Large Cap Growth Equities | 8 | 2.76% | — | Sep 2008 | APHIX vs ARTRX | |
| Artisan International Value Fund | Foreign Large Cap Equities | 79 | 15.86% | — | Oct 2006 | APHIX vs APHKX | |
| Artisan Mid Cap Fund | Mid Cap Growth Equities | 13 | 2.35% | — | Jun 1997 | APHIX vs ARTMX | |
| Artisan Global Discovery Fund | Global Equities | 18 | 4.22% | — | Aug 2017 | APHIX vs APFDX |
Often Compared With APHIX
Investors most often compare APHIX with COSSX, TPIAX, AWPAX. These 20 comparison targets span 3 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