ARTGX Alternatives & Similar Mutual Funds

Artisan Global Value Fund (ARTGX) belongs to the Global Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with ARTGX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to ARTGX

ARTGX charges 1.25% annually. There are 203 mutual funds in the Global Equities category with lower expense ratios, going as low as 0.01%.

Symbol	Name	Expense Ratio	AUM	Inception
GMGEX	GMO Global Equity Allocation Fund	0.01%	—	Nov 1996	ARTGX vs GMGEX
GWOAX	GMO Global Developed Equity Allocation Fund	0.01%	—	Jun 2005	ARTGX vs GWOAX
SSGLX	State Street Global All Cap Equity ex-U.S. Index F...	0.07%	—	Sep 2014	ARTGX vs SSGLX
VTWAX	Vanguard Total World Stock Index Fund Admiral Shar...	0.09%	95.30B	Feb 2019	ARTGX vs VTWAX
UCEQX	USAA Cornerstone Equity Fund	0.09%	—	Jun 2012	ARTGX vs UCEQX

Best Risk-Adjusted Alternatives to ARTGX

ARTGX has a PortfoliosLab risk / return rank of 69. There are 61 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 95.

Symbol	Name	Risk / Return Rank	AUM	Inception
LVAGX	LSV Global Value Fund	95	—	Jun 2014	ARTGX vs LVAGX
PGVFX	Polaris Global Value Fund	93	—	May 1998	ARTGX vs PGVFX
EPSYX	MainStay Epoch Global Equity Yield Fund	92	—	Dec 2005	ARTGX vs EPSYX
GMGEX	GMO Global Equity Allocation Fund	91	—	Nov 1996	ARTGX vs GMGEX
JGYIX	John Hancock Global Shareholder Yield Fund	91	—	Feb 2007	ARTGX vs JGYIX

Top Performing ARTGX Alternatives (YTD)

ARTGX is at 9.05% YTD. There are 141 mutual funds in the Global Equities category with higher YTD returns, going as high as 42.58%.

Symbol	Name	YTD Return	AUM	Inception
PGTIX	T. Rowe Price Global Technology Fund I Class	42.58%	—	Nov 2016	ARTGX vs PGTIX
OBEGX	Oberweis Global Opportunities Fund	31.52%	—	Jan 1987	ARTGX vs OBEGX
AGLOX	Ariel Global Fund	26.71%	—	Dec 2011	ARTGX vs AGLOX
PRGSX	T. Rowe Price Global Stock Fund	24.54%	—	Dec 1995	ARTGX vs PRGSX
FIQOX	Fidelity Advisor Worldwide Fund Class Z	24.23%	—	Oct 2018	ARTGX vs FIQOX

Lowest Volatility Alternatives to ARTGX

ARTGX has 11.98% 1-year volatility. There are 42 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 7.03%.

Symbol	Name	Volatility 1Y	AUM	Inception
VMVFX	Vanguard Global Minimum Volatility Fund Investor S...	7.03%	2.00B	Dec 2013	ARTGX vs VMVFX
VMNVX	Vanguard Global Minimum Volatility Fund Admiral Sh...	7.05%	2.00B	Dec 2013	ARTGX vs VMNVX
SVTAX	SEI Institutional Managed Trust Global Managed Vol...	7.20%	—	Jul 2006	ARTGX vs SVTAX
MFWIX	MFS Global Total Return Fund Class I	7.57%	—	Sep 1990	ARTGX vs MFWIX
SGMAX	SEI Institutional Investments Trust Global Managed...	7.69%	—	Jan 2016	ARTGX vs SGMAX

Lowest Drawdown Alternatives to ARTGX

ARTGX has a 1-year max drawdown of -10.18%. There are 100 mutual funds in the Global Equities category with shallower 1-year drawdowns, going as shallow as -5.21%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
RTXAX	Russell Investment Tax-Managed Real Assets Fund	-5.21%	—	Jun 2019	ARTGX vs RTXAX
LVAFX	LSV Global Managed Volatility Fund	-5.76%	—	Jun 2014	ARTGX vs LVAFX
SGMAX	SEI Institutional Investments Trust Global Managed...	-5.88%	—	Jan 2016	ARTGX vs SGMAX
CSUAX	Cohen & Steers Global Infrastructure Fund Class A	-5.99%	—	Aug 2017	ARTGX vs CSUAX
SVTAX	SEI Institutional Managed Trust Global Managed Vol...	-5.99%	—	Jul 2006	ARTGX vs SVTAX

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
ARTYX	Artisan Developing World Fund	Emerging Markets Diversified	2	-3.45%	—	Jun 2015	ARTGX vs ARTYX
ARTKX	Artisan International Value Fund	Foreign Large Cap Equities	44	10.70%	—	Sep 2002	ARTGX vs ARTKX
ARTIX	Artisan International Fund	Foreign Large Cap Equities	46	15.74%	—	Dec 1995	ARTGX vs ARTIX
ARTHX	Artisan Global Equity Fund	Global Equities	47	11.61%	—	Mar 2010	ARTGX vs ARTHX
ARTFX	Artisan High Income Fund	High Yield Bonds	54	0.88%	—	Mar 2014	ARTGX vs ARTFX
ARTRX	Artisan Global Opportunities Fund Class I	Global Equities, Large Cap Growth Equities	11	5.39%	—	Sep 2008	ARTGX vs ARTRX
APFPX	Artisan Global Unconstrained Fund	Nontraditional Bonds	99	4.18%	—	Mar 2022	ARTGX vs APFPX
ARTMX	Artisan Mid Cap Fund	Mid Cap Growth Equities	21	7.61%	—	Jun 1997	ARTGX vs ARTMX
APFOX	Artisan Emerging Markets Debt Opportunities Fund	Emerging Markets Bonds	97	5.93%	—	Apr 2022	ARTGX vs APFOX
APFDX	Artisan Global Discovery Fund	Global Equities	15	7.28%	—	Aug 2017	ARTGX vs APFDX

Often Compared With ARTGX

Investors most often compare ARTGX with AQGIX, CNL, TNZ.TO. These 20 comparison targets span 12 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
AQGIX	AQR Global Equity Fund	Global Equities	79	13.02%	—	Dec 2009	ARTGX vs AQGIX
CNL	Collective Mining Ltd		—	—	—	—	ARTGX vs CNL
TNZ.TO	Tenaz Energy Corp.		94	88.08%	—	—	ARTGX vs TNZ.TO
SPY	State Street SPDR S&P 500 ETF	S&P 500	59	8.15%	765.27B	Jan 1993	ARTGX vs SPY
SCHF	Schwab International Equity ETF	Foreign Large Cap Equities	57	13.98%	67.19B	Nov 2009	ARTGX vs SCHF
ARTLX	Artisan Value Fund	Large Cap Value Equities	17	3.33%	—	Mar 2006	ARTGX vs ARTLX
ARTUX	Artisan Floating Rate Fund	Bank Loan	77	1.20%	—	Nov 2021	ARTGX vs ARTUX
PRBLX	Parnassus Core Equity Fund	Large Cap Blend Equities	21	7.00%	—	Aug 1992	ARTGX vs PRBLX
APFWX	Artisan Value Income Fund	Large Cap Value Equities	24	5.65%	—	Feb 2022	ARTGX vs APFWX
APHKX	Artisan International Value Fund	Foreign Large Cap Equities	45	10.82%	—	Oct 2006	ARTGX vs APHKX
ARTSX	Artisan Small Cap Fund	Small Cap Growth Equities	37	17.24%	—	Mar 1995	ARTGX vs ARTSX
ARTNX	Artisan Select Equity Fund	Large Cap Blend Equities	75	11.07%	—	Feb 2020	ARTGX vs ARTNX
APHEX	Artisan Sustainable Emerging Markets Fund	Emerging Markets Diversified	76	20.73%	—	Jun 2006	ARTGX vs APHEX
APDFX	Artisan High Income Fund Advisor Class	High Yield Bonds	56	0.83%	—	Mar 2014	ARTGX vs APDFX
ARTJX	Artisan International Small-Mid Fund	Foreign Small & Mid Cap Equities	12	3.24%	—	Dec 2001	ARTGX vs ARTJX
AVALX	Aegis Value Fund	Small Cap Value Equities	89	14.52%	—	May 1998	ARTGX vs AVALX
APHFX	Artisan High Income Fund Class I	High Yield Bonds	57	0.87%	—	Oct 2016	ARTGX vs APHFX
ARTQX	Artisan Mid Cap Value Fund	Mid Cap Value Equities	6	1.82%	—	Mar 2001	ARTGX vs ARTQX
VGPMX	Vanguard Global Capital Cycles Fund	Global Equities	90	14.50%	3.90B	May 1984	ARTGX vs VGPMX
JQUA	JPMorgan U.S. Quality Factor ETF	Large Cap Blend Equities	55	11.30%	8.06B	Nov 2017	ARTGX vs JQUA

Compare ARTGX with Any Fund or Stock

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

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Diversifiers

Pair ARTGX with funds that move differently

Artisan Global Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ARTGX.

Explore ARTGX Diversifiers

Artisan Global Value Fund (ARTGX) Alternatives