Artisan Global Opportunities Fund Class I (ARTRX) 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 ARTRX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to ARTRX
ARTRX charges 1.14% annually. There are 181 mutual funds in the Global Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Global Equity Allocation Fund | 0.01% | — | Nov 1996 | ARTRX vs GMGEX | |
| GMO Global Developed Equity Allocation Fund | 0.01% | — | Jun 2005 | ARTRX vs GWOAX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | — | Sep 2014 | ARTRX vs SSGLX | |
| Vanguard Total World Stock Index Fund Admiral Shar... | 0.09% | 97.00B | Feb 2019 | ARTRX vs VTWAX | |
| USAA Cornerstone Equity Fund | 0.09% | — | Jun 2012 | ARTRX vs UCEQX |
Best Risk-Adjusted Alternatives to ARTRX
ARTRX has a PortfoliosLab risk / return rank of 11. There are 226 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Value Fund | 98 | — | Jun 2014 | ARTRX vs LVAGX | |
| LSV Global Managed Volatility Fund | 97 | — | Jun 2014 | ARTRX vs LVAFX | |
| Wasatch Global Value Fund Investor Class Shares | 97 | — | Sep 1996 | ARTRX vs FMIEX | |
| MainStay Epoch Global Equity Yield Fund | 97 | — | Dec 2005 | ARTRX vs EPSYX | |
| Polaris Global Value Fund | 97 | — | May 1998 | ARTRX vs PGVFX |
Top Performing ARTRX Alternatives (YTD)
ARTRX is at 4.91% YTD. There are 220 mutual funds in the Global Equities category with higher YTD returns, going as high as 27.34%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| T. Rowe Price Global Technology Fund I Class | 27.34% | — | Nov 2016 | ARTRX vs PGTIX | |
| AMG Yacktman Global Fund | 26.14% | — | Jan 2017 | ARTRX vs YFSIX | |
| AMG Yacktman Global Fund Class N | 26.02% | — | — | ARTRX vs YFSNX | |
| LSV Global Value Fund | 25.65% | — | Jun 2014 | ARTRX vs LVAGX | |
| Oberweis Global Opportunities Fund | 22.61% | — | Jan 1987 | ARTRX vs OBEGX |
Lowest Volatility Alternatives to ARTRX
ARTRX has 14.89% 1-year volatility. There are 145 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 6.70%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Catalyst/Millburn Hedge Strategy Fund | 6.70% | — | Dec 2015 | ARTRX vs MBXAX | |
| Catalyst/Millburn Hedge Strategy Fund Class I | 6.73% | — | Dec 1996 | ARTRX vs MBXIX | |
| Vanguard Global Minimum Volatility Fund Investor S... | 6.95% | 2.00B | Dec 2013 | ARTRX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 6.97% | 2.00B | Dec 2013 | ARTRX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.39% | — | Jul 2006 | ARTRX vs SVTAX |
Lowest Drawdown Alternatives to ARTRX
ARTRX has a 1-year max drawdown of -12.71%. There are 183 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 | |
|---|---|---|---|---|---|
| Catalyst/Millburn Hedge Strategy Fund Class I | -3.85% | — | Dec 1996 | ARTRX vs MBXIX | |
| Catalyst/Millburn Hedge Strategy Fund | -3.89% | — | Dec 2015 | ARTRX vs MBXAX | |
| Russell Investment Tax-Managed Real Assets Fund | -5.21% | — | Jun 2019 | ARTRX vs RTXAX | |
| LSV Global Managed Volatility Fund | -5.76% | — | Jun 2014 | ARTRX vs LVAFX | |
| SEI Institutional Investments Trust Global Managed... | -5.88% | — | Jan 2016 | ARTRX 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 | |
|---|---|---|---|---|---|---|---|
| Artisan Developing World Fund | Emerging Markets Equities | 3 | 1.88% | — | Jun 2015 | ARTRX vs ARTYX | |
| Artisan International Value Fund | Foreign Large Cap Equities | 77 | 15.53% | — | Sep 2002 | ARTRX vs ARTKX | |
| Artisan International Fund | Foreign Large Cap Equities | 59 | 15.51% | — | Dec 1995 | ARTRX vs ARTIX | |
| Artisan Global Equity Fund | Global Equities | 35 | 9.25% | — | Mar 2010 | ARTRX vs ARTHX | |
| Artisan High Income Fund | High Yield Bonds | 42 | 1.02% | — | Mar 2014 | ARTRX vs ARTFX | |
| Artisan Global Unconstrained Fund | Nontraditional Bonds | 99 | 5.21% | — | Mar 2022 | ARTRX vs APFPX | |
| Artisan International Value Fund | Foreign Large Cap Equities | 77 | 15.69% | — | Oct 2006 | ARTRX vs APHKX | |
| Artisan Mid Cap Fund | Mid Cap Growth Equities | 14 | 2.99% | — | Jun 1997 | ARTRX vs ARTMX | |
| Artisan Global Discovery Fund | Global Equities | 18 | 4.68% | — | Aug 2017 | ARTRX vs APFDX | |
| Artisan Emerging Markets Debt Opportunities Fund | Emerging Markets Bonds | 98 | 7.18% | — | Apr 2022 | ARTRX vs APFOX |
Often Compared With ARTRX
Investors most often compare ARTRX with DFAI, VOO, CGDG. These 20 comparison targets span 15 categories, based on PortfoliosLab usage data.
Compare ARTRX with Any Fund or Stock
Compare ARTRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair ARTRX with funds that move differently
Artisan Global Opportunities Fund Class I alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ARTRX.
Explore ARTRX Diversifiers