Artisan Mid Cap Fund (ARTMX) Alternatives
Artisan Mid Cap Fund (ARTMX) 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 ARTMX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to ARTMX
ARTMX charges 1.18% annually. Among mutual funds in the Mid Cap Growth Equities category, these options have the lowest expense ratios among ARTMX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| State Street Small/Mid Cap Equity Index Portfolio | 0.02% | Aug 11, 2015 | ARTMX vs SSMHX | |
| Fidelity Extended Market Index Fund | 0.04% | — | ARTMX vs FSMAX | |
| Morgan Stanley Discovery Portfolio | 0.04% | Apr 30, 2017 | ARTMX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | Jul 11, 2019 | ARTMX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | ARTMX vs VMGMX |
Best Risk-Adjusted Alternatives to ARTMX
Among mutual funds in the Mid Cap Growth Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Timothy Plan Aggressive Growth Fund | 92 | Oct 5, 2000 | ARTMX vs TAAGX | |
| Needham Growth Fund | 84 | Jan 2, 1996 | ARTMX vs NEEGX | |
| Calamos Timpani SMID Growth Fund | 78 | Jul 31, 2019 | ARTMX vs CTIGX | |
| Essex Environmental Opportunities Fund | 75 | Sep 1, 2017 | ARTMX vs EEOFX | |
| Baron Focused Growth Fund | 75 | Jun 30, 2008 | ARTMX vs BFGFX |
Top Performing ARTMX Alternatives (YTD)
ARTMX alternatives from the Mid Cap Growth Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Kinetics Spin-Off and Corporate Restructuring Fund | 52.24% | May 4, 2007 | ARTMX vs LSHAX | |
| Kinetics Paradigm Fund | 38.76% | Dec 31, 1999 | ARTMX vs WWNPX | |
| Kinetics Market Opportunities Fund No Load Class | 22.52% | Jan 31, 2006 | ARTMX vs KMKNX | |
| Kinetics Market Opportunities Fund | 22.43% | Jan 31, 2006 | ARTMX vs KMKAX | |
| Needham Growth Fund | 15.68% | Jan 2, 1996 | ARTMX vs NEEGX |
Lowest Volatility Alternatives to ARTMX
ARTMX alternatives from the Mid Cap Growth Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Royce International Premier Fund Institutional Cla... | 13.84% | — | ARTMX vs RIPIX | |
| Bright Rock Mid Cap Growth Fund | 15.98% | May 26, 2010 | ARTMX vs BQMGX | |
| Villere Equity Fund | 16.35% | May 31, 2013 | ARTMX vs VLEQX | |
| Value Line Mid Cap Focused Fund | 17.00% | Mar 1, 1950 | ARTMX vs VLIFX | |
| JPMorgan Mid Cap Equity Fund | 17.70% | Dec 31, 1996 | ARTMX vs VSNGX |
Lowest Drawdown Alternatives to ARTMX
ARTMX alternatives from the Mid Cap Growth Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Baron Asset Fund | -11.12% | Jun 12, 1987 | ARTMX vs BARAX | |
| Baron Asset Fund Institutional Class | -11.12% | May 29, 2009 | ARTMX vs BARIX | |
| Virtus KAR Small-Cap Core Fund | -11.21% | Oct 18, 1996 | ARTMX vs PKSFX | |
| FAM Value Fund | -11.38% | Jan 2, 1987 | ARTMX vs FAMVX | |
| Villere Equity Fund | -11.43% | May 31, 2013 | ARTMX vs VLEQX |
Other Mutual Funds from Artisan
Most popular Artisan mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Artisan Developing World Fund | Emerging Markets Diversified | 1 | -17.34% | Jun 28, 2015 | ARTMX vs ARTYX | |
| Artisan International Value Fund | Foreign Large Cap Equities | 54 | -0.53% | Sep 23, 2002 | ARTMX vs ARTKX | |
| Artisan International Fund | Foreign Large Cap Equities | 91 | 4.89% | Dec 27, 1995 | ARTMX vs ARTIX | |
| Artisan High Income Fund | High Yield Bonds | 83 | -1.54% | Mar 19, 2014 | ARTMX vs ARTFX | |
| Artisan Global Equity Fund | Global Equities | 94 | 1.43% | Mar 28, 2010 | ARTMX vs ARTHX | |
| Artisan Global Opportunities Fund Class I | Global Equities, Large Cap Growth Equities | 16 | -4.34% | Sep 22, 2008 | ARTMX vs ARTRX | |
| Artisan Global Value Fund | Global Equities | 72 | -3.09% | Dec 9, 2007 | ARTMX vs ARTGX | |
| Artisan Emerging Markets Debt Opportunities Fund | Emerging Markets Bonds | 98 | 0.62% | Apr 6, 2022 | ARTMX vs APFOX | |
| Artisan Global Unconstrained Fund | Nontraditional Bonds | 99 | 3.93% | Mar 30, 2022 | ARTMX vs APFPX | |
| Artisan Small Cap Fund | Small Cap Growth Equities | 27 | -2.72% | Mar 28, 1995 | ARTMX vs ARTSX |
Often Compared With ARTMX
What investors most often compare with ARTMX, based on PortfoliosLab usage data.
Compare ARTMX with Any Fund or Stock
Compare ARTMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.