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

Best Risk-Adjusted Alternatives to ARTGX

ARTGX has a PortfoliosLab risk / return rank of 78. There are 27 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 94.

Symbol	Name	Risk / Return Rank	AUM	Inception
LVAGX	LSV Global Value Fund	94	—	Jun 2014	ARTGX vs LVAGX
EPSYX	MainStay Epoch Global Equity Yield Fund	93	—	Dec 2005	ARTGX vs EPSYX
JGYIX	John Hancock Global Shareholder Yield Fund	92	—	Feb 2007	ARTGX vs JGYIX
FMIEX	Wasatch Global Value Fund Investor Class Shares	91	—	Sep 1996	ARTGX vs FMIEX
PGVFX	Polaris Global Value Fund	91	—	May 1998	ARTGX vs PGVFX

Top Performing ARTGX Alternatives (YTD)

ARTGX is at 11.96% YTD. There are 98 mutual funds in the Global Equities category with higher YTD returns, going as high as 35.11%.

Symbol	Name	YTD Return	AUM	Inception
PGTIX	T. Rowe Price Global Technology Fund I Class	35.11%	—	Nov 2016	ARTGX vs PGTIX
OBEGX	Oberweis Global Opportunities Fund	25.41%	—	Jan 1987	ARTGX vs OBEGX
LVAGX	LSV Global Value Fund	23.91%	—	Jun 2014	ARTGX vs LVAGX
AGLOX	Ariel Global Fund	23.00%	—	Dec 2011	ARTGX vs AGLOX
YFSNX	AMG Yacktman Global Fund Class N	22.30%	—	—	ARTGX vs YFSNX

Lowest Volatility Alternatives to ARTGX

ARTGX has 12.03% 1-year volatility. There are 42 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 6.99%.

Symbol	Name	Volatility 1Y	AUM	Inception
VMVFX	Vanguard Global Minimum Volatility Fund Investor S...	6.99%	2.00B	Dec 2013	ARTGX vs VMVFX
VMNVX	Vanguard Global Minimum Volatility Fund Admiral Sh...	7.00%	2.00B	Dec 2013	ARTGX vs VMNVX
SVTAX	SEI Institutional Managed Trust Global Managed Vol...	7.23%	—	Jul 2006	ARTGX vs SVTAX
MFWIX	MFS Global Total Return Fund Class I	7.54%	—	Sep 1990	ARTGX vs MFWIX
SGMAX	SEI Institutional Investments Trust Global Managed...	7.60%	—	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
SVTAX	SEI Institutional Managed Trust Global Managed Vol...	-5.99%	—	Jul 2006	ARTGX vs SVTAX
CSUAX	Cohen & Steers Global Infrastructure Fund Class A	-5.99%	—	Aug 2017	ARTGX vs CSUAX

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	0.22%	—	Jun 2015	ARTGX vs ARTYX
ARTKX	Artisan International Value Fund	Foreign Large Cap Equities	58	13.18%	—	Sep 2002	ARTGX vs ARTKX
ARTIX	Artisan International Fund	Foreign Large Cap Equities	43	14.27%	—	Dec 1995	ARTGX vs ARTIX
ARTHX	Artisan Global Equity Fund	Global Equities	33	8.98%	—	Mar 2010	ARTGX vs ARTHX
ARTFX	Artisan High Income Fund	High Yield Bonds	56	1.36%	—	Mar 2014	ARTGX vs ARTFX
APFPX	Artisan Global Unconstrained Fund	Nontraditional Bonds	99	4.47%	—	Mar 2022	ARTGX vs APFPX
ARTRX	Artisan Global Opportunities Fund Class I	Global Equities, Large Cap Growth Equities	11	7.01%	—	Sep 2008	ARTGX vs ARTRX
ARTMX	Artisan Mid Cap Fund	Mid Cap Growth Equities	22	7.21%	—	Jun 1997	ARTGX vs ARTMX
APFDX	Artisan Global Discovery Fund	Global Equities	17	7.74%	—	Aug 2017	ARTGX vs APFDX
APFOX	Artisan Emerging Markets Debt Opportunities Fund	Emerging Markets Bonds	98	6.82%	—	Apr 2022	ARTGX vs APFOX

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	77	12.78%	—	Dec 2009	ARTGX vs AQGIX
CNL	Collective Mining Ltd		—	—	—	—	ARTGX vs CNL
TNZ.TO	Tenaz Energy Corp.		94	85.81%	—	—	ARTGX vs TNZ.TO
SPY	State Street SPDR S&P 500 ETF	S&P 500	66	10.45%	783.21B	Jan 1993	ARTGX vs SPY
SCHF	Schwab International Equity ETF	Foreign Large Cap Equities	60	13.29%	66.31B	Nov 2009	ARTGX vs SCHF
ARTLX	Artisan Value Fund	Large Cap Value Equities	24	7.63%	—	Mar 2006	ARTGX vs ARTLX
ARTUX	Artisan Floating Rate Fund	Bank Loan	81	1.69%	—	Nov 2021	ARTGX vs ARTUX
PRBLX	Parnassus Core Equity Fund Investor Shares	Large Cap Blend Equities	21	9.21%	—	Aug 1992	ARTGX vs PRBLX
APFWX	Artisan Value Income Fund	Large Cap Value Equities	28	9.25%	—	Feb 2022	ARTGX vs APFWX
APHKX	Artisan International Value Fund	Foreign Large Cap Equities	60	13.33%	—	Oct 2006	ARTGX vs APHKX
ARTSX	Artisan Small Cap Fund	Small Cap Growth Equities	40	17.47%	—	Mar 1995	ARTGX vs ARTSX
ARTNX	Artisan Select Equity Fund	Large Cap Blend Equities	84	14.73%	—	Feb 2020	ARTGX vs ARTNX
APHEX	Artisan Sustainable Emerging Markets Fund	Emerging Markets Diversified	71	17.98%	—	Jun 2006	ARTGX vs APHEX
ARTJX	Artisan International Small-Mid Fund	Foreign Small & Mid Cap Equities	16	7.11%	—	Dec 2001	ARTGX vs ARTJX
APDFX	Artisan High Income Fund Advisor Class	High Yield Bonds	56	1.31%	—	Mar 2014	ARTGX vs APDFX
AVALX	Aegis Value Fund	Small Cap Value Equities	90	13.99%	—	May 1998	ARTGX vs AVALX
ARTQX	Artisan Mid Cap Value Fund	Mid Cap Value Equities	8	6.35%	—	Mar 2001	ARTGX vs ARTQX
APHFX	Artisan High Income Fund Class I	High Yield Bonds	58	1.37%	—	Oct 2016	ARTGX vs APHFX
VGPMX	Vanguard Global Capital Cycles Fund	Global Equities	91	14.45%	3.90B	May 1984	ARTGX vs VGPMX
APDSX	Artisan Small Cap Fund Advisor Shares	Small Cap Growth Equities	41	17.57%	—	Feb 2017	ARTGX vs APDSX

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