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 205 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
UCEQX	USAA Cornerstone Equity Fund	0.09%	—	Jun 2012	ARTGX vs UCEQX
VTWAX	Vanguard Total World Stock Index Fund Admiral Shar...	0.09%	97.00B	Feb 2019	ARTGX vs VTWAX

Best Risk-Adjusted Alternatives to ARTGX

ARTGX has a PortfoliosLab risk / return rank of 83. There are 27 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 97.

Symbol	Name	Risk / Return Rank	AUM	Inception
LVAFX	LSV Global Managed Volatility Fund	97	—	Jun 2014	ARTGX vs LVAFX
FMIEX	Wasatch Global Value Fund Investor Class Shares	97	—	Sep 1996	ARTGX vs FMIEX
LVAGX	LSV Global Value Fund	97	—	Jun 2014	ARTGX vs LVAGX
EPSYX	MainStay Epoch Global Equity Yield Fund	96	—	Dec 2005	ARTGX vs EPSYX
PGVFX	Polaris Global Value Fund	95	—	May 1998	ARTGX vs PGVFX

Top Performing ARTGX Alternatives (YTD)

ARTGX is at 11.21% YTD. There are 100 mutual funds in the Global Equities category with higher YTD returns, going as high as 24.97%.

Symbol	Name	YTD Return	AUM	Inception
YFSIX	AMG Yacktman Global Fund	24.97%	—	Jan 2017	ARTGX vs YFSIX
YFSNX	AMG Yacktman Global Fund Class N	24.78%	—	—	ARTGX vs YFSNX
LVAGX	LSV Global Value Fund	24.67%	—	Jun 2014	ARTGX vs LVAGX
PGTIX	T. Rowe Price Global Technology Fund I Class	23.72%	—	Nov 2016	ARTGX vs PGTIX
EPSYX	MainStay Epoch Global Equity Yield Fund	21.42%	—	Dec 2005	ARTGX vs EPSYX

Lowest Volatility Alternatives to ARTGX

ARTGX has 12.06% 1-year volatility. There are 43 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 6.87%.

Symbol	Name	Volatility 1Y	AUM	Inception
MBXAX	Catalyst/Millburn Hedge Strategy Fund	6.87%	—	Dec 2015	ARTGX vs MBXAX
MBXIX	Catalyst/Millburn Hedge Strategy Fund Class I	6.90%	—	Dec 1996	ARTGX vs MBXIX
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...	7.01%	2.00B	Dec 2013	ARTGX vs VMNVX
SVTAX	SEI Institutional Managed Trust Global Managed Vol...	7.42%	—	Jul 2006	ARTGX vs SVTAX

Lowest Drawdown Alternatives to ARTGX

ARTGX has a 1-year max drawdown of -10.18%. There are 102 mutual funds in the Global Equities category with shallower 1-year drawdowns, going as shallow as -3.85%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
MBXIX	Catalyst/Millburn Hedge Strategy Fund Class I	-3.85%	—	Dec 1996	ARTGX vs MBXIX
MBXAX	Catalyst/Millburn Hedge Strategy Fund	-3.89%	—	Dec 2015	ARTGX vs MBXAX
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

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
ARTYX	Artisan Developing World Fund	Emerging Markets Equities	2	-0.39%	—	Jun 2015	ARTGX vs ARTYX
ARTKX	Artisan International Value Fund	Foreign Large Cap Equities	78	15.72%	—	Sep 2002	ARTGX vs ARTKX
ARTIX	Artisan International Fund	Foreign Large Cap Equities	60	15.07%	—	Dec 1995	ARTGX vs ARTIX
ARTHX	Artisan Global Equity Fund	Global Equities	33	8.26%	—	Mar 2010	ARTGX vs ARTHX
ARTFX	Artisan High Income Fund	High Yield Bonds	58	0.91%	—	Mar 2014	ARTGX vs ARTFX
APFPX	Artisan Global Unconstrained Fund	Nontraditional Bonds	99	5.21%	—	Mar 2022	ARTGX vs APFPX
ARTRX	Artisan Global Opportunities Fund Class I	Global Equities, Large Cap Growth Equities	8	2.76%	—	Sep 2008	ARTGX vs ARTRX
APHKX	Artisan International Value Fund	Foreign Large Cap Equities	79	15.86%	—	Oct 2006	ARTGX vs APHKX
ARTMX	Artisan Mid Cap Fund	Mid Cap Growth Equities	13	2.35%	—	Jun 1997	ARTGX vs ARTMX
APFDX	Artisan Global Discovery Fund	Global Equities	18	4.22%	—	Aug 2017	ARTGX vs APFDX

Often Compared With ARTGX

Investors most often compare ARTGX with AQGIX, CNL, TNZ.TO. These 20 comparison targets span 13 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
AQGIX	AQR Global Equity Fund	Global Equities	81	13.10%	—	Dec 2009	ARTGX vs AQGIX
CNL	Collective Mining Ltd		—	—	—	—	ARTGX vs CNL
TNZ.TO	Tenaz Energy Corp.		97	112.19%	—	—	ARTGX vs TNZ.TO
SPY	State Street SPDR S&P 500 ETF	S&P 500	67	10.13%	789.06B	Jan 1993	ARTGX vs SPY
ARTLX	Artisan Value Fund	Large Cap Value Equities	55	9.23%	—	Mar 2006	ARTGX vs ARTLX
SCHF	Schwab International Equity ETF	Foreign Large Cap Equities	77	14.79%	67.17B	Nov 2009	ARTGX vs SCHF
ARTUX	Artisan Floating Rate Fund	Bank Loan	85	1.69%	—	Nov 2021	ARTGX vs ARTUX
PRBLX	Parnassus Core Equity Fund Investor Shares	Large Cap Blend Equities	20	7.76%	—	Aug 1992	ARTGX vs PRBLX
APFWX	Artisan Value Income Fund	Large Cap Value Equities	55	10.44%	—	Feb 2022	ARTGX vs APFWX
ARTSX	Artisan Small Cap Fund	Small Cap Growth Equities	33	12.37%	—	Mar 1995	ARTGX vs ARTSX
ARTNX	Artisan Select Equity Fund	Large Cap Blend Equities	85	13.16%	—	Feb 2020	ARTGX vs ARTNX
APHEX	Artisan Sustainable Emerging Markets Fund	Emerging Markets Equities	62	13.40%	—	Jun 2006	ARTGX vs APHEX
ARTJX	Artisan International Small-Mid Fund	Foreign Small & Mid Cap Equities	29	7.73%	—	Dec 2001	ARTGX vs ARTJX
APDFX	Artisan High Income Fund Advisor Class	High Yield Bonds	60	0.86%	—	Mar 2014	ARTGX vs APDFX
APFOX	Artisan Emerging Markets Debt Opportunities Fund	Emerging Markets Bonds	98	6.99%	—	Apr 2022	ARTGX vs APFOX
AVALX	Aegis Value Fund Class I	Small Cap Value Equities	94	17.01%	—	May 1998	ARTGX vs AVALX
APDSX	Artisan Small Cap Fund Advisor Shares	Small Cap Growth Equities	32	12.47%	—	Feb 2017	ARTGX vs APDSX
APHFX	Artisan High Income Fund Class I	High Yield Bonds	61	0.92%	—	Oct 2016	ARTGX vs APHFX
ARTQX	Artisan Mid Cap Value Fund	Mid Cap Value Equities	18	7.91%	—	Mar 2001	ARTGX vs ARTQX
VGPMX	Vanguard Global Capital Cycles Fund	Global Equities	95	16.88%	3.70B	May 1984	ARTGX vs VGPMX

Compare ARTGX with Any Fund or Stock

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

Symbol name

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