Artisan Mid Cap Fund Institutional Class (APHMX) belongs to the Mid Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with APHMX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to APHMX
APHMX charges 0.98% annually. There are 81 mutual funds in the Mid Cap Growth Equities category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| State Street Small/Mid Cap Equity Index Portfolio | 0.02% | — | Aug 2015 | APHMX vs SSMHX | |
| Morgan Stanley Discovery Portfolio | 0.04% | — | Apr 2017 | APHMX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | — | Jul 2019 | APHMX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | 34.80B | Sep 2011 | APHMX vs VMGMX | |
| Vanguard S&P Mid-Cap 400 Growth Index Fund Institu... | 0.08% | — | Mar 2011 | APHMX vs VMFGX |
Best Risk-Adjusted Alternatives to APHMX
APHMX has a PortfoliosLab risk / return rank of 15. There are 54 mutual funds in the Mid Cap Growth Equities category with higher risk-adjusted ranks, going as high as 82.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Capital Opportunity Fund Investor Shares | 82 | 32.70B | Aug 1995 | APHMX vs VHCOX | |
| Victory Munder Mid-Cap Core Growth Fund | 76 | — | Jun 1998 | APHMX vs MGOYX | |
| Timothy Plan Aggressive Growth Fund | 76 | — | Oct 2000 | APHMX vs TAAGX | |
| PRIMECAP Odyssey Aggressive Growth Fund | 74 | — | Nov 2004 | APHMX vs POAGX | |
| Needham Growth Fund Institutional Class | 73 | — | Dec 2016 | APHMX vs NEEIX |
Top Performing APHMX Alternatives (YTD)
APHMX is at 3.12% YTD. There are 103 mutual funds in the Mid Cap Growth Equities category with higher YTD returns, going as high as 38.22%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Needham Growth Fund Institutional Class | 38.22% | — | Dec 2016 | APHMX vs NEEIX | |
| Needham Growth Fund | 37.92% | — | Jan 1996 | APHMX vs NEEGX | |
| Kinetics Spin-Off and Corporate Restructuring Fund | 33.10% | — | May 2007 | APHMX vs LSHAX | |
| Timothy Plan Aggressive Growth Fund | 26.34% | — | Oct 2000 | APHMX vs TAAGX | |
| Kinetics Paradigm Fund | 21.90% | — | Dec 1999 | APHMX vs WWNPX |
Lowest Volatility Alternatives to APHMX
APHMX has 18.49% 1-year volatility. There are 84 mutual funds in the Mid Cap Growth Equities category with lower 1-year volatility, going as low as 10.22%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Mid Cap Fund | 10.22% | — | May 2021 | APHMX vs BBMIX | |
| Bright Rock Mid Cap Growth Fund | 12.37% | — | May 2010 | APHMX vs BQMGX | |
| JPMorgan Mid Cap Equity Fund | 12.57% | — | Dec 1996 | APHMX vs VSNGX | |
| Value Line Mid Cap Focused Fund | 13.43% | — | Mar 1950 | APHMX vs VLIFX | |
| Great-West T. Rowe Price Mid Cap Growth Fund | 13.60% | — | Jul 1997 | APHMX vs MXMGX |
Lowest Drawdown Alternatives to APHMX
APHMX has a 1-year max drawdown of -13.30%. There are 59 mutual funds in the Mid Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -7.81%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Munder Mid-Cap Core Growth Fund | -7.81% | — | Jun 1998 | APHMX vs MGOYX | |
| JPMorgan Mid Cap Equity Fund | -8.24% | — | Dec 1996 | APHMX vs VSNGX | |
| BBH Select Series - Mid Cap Fund | -8.37% | — | May 2021 | APHMX vs BBMIX | |
| Guggenheim StylePlus - Mid Growth Fund | -9.17% | — | Sep 1969 | APHMX vs SECUX | |
| FAM Value Fund | -9.47% | — | Jan 1987 | APHMX vs FAMVX |
Other Mutual Funds from Artisan Partners
The 2 most viewed Artisan Partners mutual funds shown here include APHIX, APDKX and span 1 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Artisan International Fund Institutional Class | Foreign Large Cap Equities | 49 | 14.47% | — | Jul 1997 | APHMX vs APHIX | |
| Artisan International Value Fund Advisor Class | Foreign Large Cap Equities | 61 | 12.53% | — | Apr 2015 | APHMX vs APDKX |
Compare APHMX with Any Fund or Stock
Compare APHMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair APHMX with funds that move differently
Artisan Mid Cap Fund Institutional Class alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to APHMX.
Explore APHMX Diversifiers