ARTRX Alternatives & Similar Mutual Funds

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 178 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	ARTRX vs GMGEX
GWOAX	GMO Global Developed Equity Allocation Fund	0.01%	—	Jun 2005	ARTRX vs GWOAX
SSGLX	State Street Global All Cap Equity ex-U.S. Index F...	0.07%	—	Sep 2014	ARTRX vs SSGLX
VTWAX	Vanguard Total World Stock Index Fund Admiral Shar...	0.09%	90.20B	Feb 2019	ARTRX vs VTWAX
UCEQX	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 10. There are 212 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	ARTRX vs LVAGX
VGPMX	Vanguard Global Capital Cycles Fund	93	3.90B	May 1984	ARTRX vs VGPMX
GCCHX	GMO Climate Change Fund	91	—	Apr 2017	ARTRX vs GCCHX
EPSYX	MainStay Epoch Global Equity Yield Fund	91	—	Dec 2005	ARTRX vs EPSYX
PGTIX	T. Rowe Price Global Technology Fund I Class	91	—	Nov 2016	ARTRX vs PGTIX

Top Performing ARTRX Alternatives (YTD)

ARTRX is at 5.15% YTD. There are 190 mutual funds in the Global Equities category with higher YTD returns, going as high as 43.00%.

Symbol	Name	YTD Return	AUM	Inception
PGTIX	T. Rowe Price Global Technology Fund I Class	43.00%	—	Nov 2016	ARTRX vs PGTIX
GCCHX	GMO Climate Change Fund	27.68%	—	Apr 2017	ARTRX vs GCCHX
OBEGX	Oberweis Global Opportunities Fund	27.35%	—	Jan 1987	ARTRX vs OBEGX
AGLOX	Ariel Global Fund	24.96%	—	Dec 2011	ARTRX vs AGLOX
LVAGX	LSV Global Value Fund	24.37%	—	Jun 2014	ARTRX vs LVAGX

Lowest Volatility Alternatives to ARTRX

ARTRX has 14.05% 1-year volatility. There are 151 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 6.82%.

Symbol	Name	Volatility 1Y	AUM	Inception
VMVFX	Vanguard Global Minimum Volatility Fund Investor S...	6.82%	2.00B	Dec 2013	ARTRX vs VMVFX
VMNVX	Vanguard Global Minimum Volatility Fund Admiral Sh...	6.84%	2.00B	Dec 2013	ARTRX vs VMNVX
SVTAX	SEI Institutional Managed Trust Global Managed Vol...	7.20%	—	Jul 2006	ARTRX vs SVTAX
MFWIX	MFS Global Total Return Fund Class I	7.39%	—	Sep 1990	ARTRX vs MFWIX
SGMAX	SEI Institutional Investments Trust Global Managed...	7.63%	—	Jan 2016	ARTRX vs SGMAX

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 -5.21%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
RTXAX	Russell Investment Tax-Managed Real Assets Fund	-5.21%	—	Jun 2019	ARTRX vs RTXAX
GQFPX	GQG Partners Global Quality Dividend Income Fund	-5.24%	—	Jun 2021	ARTRX vs GQFPX
GQRPX	GQG Partners Global Quality Equity Fund	-5.37%	—	Mar 2019	ARTRX vs GQRPX
GQRIX	GQG Partners Global Quality Equity Fund Institutio...	-5.40%	—	Mar 2019	ARTRX vs GQRIX
LVAFX	LSV Global Managed Volatility Fund	-5.76%	—	Jun 2014	ARTRX vs LVAFX

Other Mutual Funds from Artisan

The 10 most viewed Artisan mutual funds shown here include ARTYX, ARTKX, ARTIX and span 6 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
ARTYX	Artisan Developing World Fund	Emerging Markets Diversified	1	-3.49%	—	Jun 2015	ARTRX vs ARTYX
ARTKX	Artisan International Value Fund	Foreign Large Cap Equities	34	9.52%	—	Sep 2002	ARTRX vs ARTKX
ARTIX	Artisan International Fund	Foreign Large Cap Equities	41	13.19%	—	Dec 1995	ARTRX vs ARTIX
ARTHX	Artisan Global Equity Fund	Global Equities	60	12.46%	—	Mar 2010	ARTRX vs ARTHX
ARTFX	Artisan High Income Fund	High Yield Bonds	47	0.88%	—	Mar 2014	ARTRX vs ARTFX
APFPX	Artisan Global Unconstrained Fund	Nontraditional Bonds	99	4.00%	—	Mar 2022	ARTRX vs APFPX
ARTMX	Artisan Mid Cap Fund	Mid Cap Growth Equities	16	3.94%	—	Jun 1997	ARTRX vs ARTMX
APHKX	Artisan International Value Fund	Foreign Large Cap Equities	36	9.63%	—	Oct 2006	ARTRX vs APHKX
APFDX	Artisan Global Discovery Fund	Global Equities	11	4.12%	—	Aug 2017	ARTRX vs APFDX
ARTGX	Artisan Global Value Fund	Global Equities	52	7.27%	—	Dec 2007	ARTRX vs ARTGX

Often Compared With ARTRX

Investors most often compare ARTRX with DFAI, VOO, VFINX. These 20 comparison targets span 14 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
DFAI	Dimensional International Core Equity Market ETF	Foreign Large Cap Equities	52	10.08%	16.56B	Nov 2020	ARTRX vs DFAI
VOO	Vanguard S&P 500 ETF	S&P 500	74	11.34%	1.60T	Sep 2010	ARTRX vs VOO
VFINX	Vanguard 500 Index Fund Investor Shares	Large Cap Blend Equities	65	10.82%	—	—	ARTRX vs VFINX
CGDG	Capital Group Dividend Growers ETF	Global Equities	44	5.46%	5.06B	Sep 2023	ARTRX vs CGDG
VTIAX	Vanguard Total International Stock Index Fund Admi...	Foreign Large Cap Equities	56	14.49%	629.30B	Nov 2010	ARTRX vs VTIAX
QQQ	Invesco QQQ ETF	Nasdaq-100	74	20.71%	493.99B	Mar 1999	ARTRX vs QQQ
VTI	Vanguard Total Stock Market ETF	Large Cap Blend Equities	73	11.72%	2.20T	May 2001	ARTRX vs VTI
SCHG	Schwab U.S. Large-Cap Growth ETF	Large Cap Growth Equities	40	6.78%	61.08B	Dec 2009	ARTRX vs SCHG
APHEX	Artisan Sustainable Emerging Markets Fund	Emerging Markets Diversified	80	20.20%	—	Jun 2006	ARTRX vs APHEX
NOIEX	Northern Income Equity Fund	Large Cap Value Equities	77	11.81%	—	Mar 1994	ARTRX vs NOIEX
APHFX	Artisan High Income Fund Class I	High Yield Bonds	52	0.87%	—	Oct 2016	ARTRX vs APHFX
APFWX	Artisan Value Income Fund	Large Cap Value Equities	23	5.47%	—	Feb 2022	ARTRX vs APFWX
APDFX	Artisan High Income Fund Advisor Class	High Yield Bonds	50	0.83%	—	Mar 2014	ARTRX vs APDFX
ARTLX	Artisan Value Fund	Large Cap Value Equities	19	4.02%	—	Mar 2006	ARTRX vs ARTLX
APFOX	Artisan Emerging Markets Debt Opportunities Fund	Emerging Markets Bonds	96	4.80%	—	Apr 2022	ARTRX vs APFOX
ARTSX	Artisan Small Cap Fund	Small Cap Growth Equities	33	13.99%	—	Mar 1995	ARTRX vs ARTSX
ARTUX	Artisan Floating Rate Fund	Bank Loan	77	1.53%	—	Nov 2021	ARTRX vs ARTUX
ARTJX	Artisan International Small-Mid Fund	Foreign Small & Mid Cap Equities	13	4.70%	—	Dec 2001	ARTRX vs ARTJX
ARTQX	Artisan Mid Cap Value Fund	Mid Cap Value Equities	5	0.41%	—	Mar 2001	ARTRX vs ARTQX
ARHBX	Artisan International Explorer Fund	Foreign Small & Mid Cap Equities	43	22.55%	—	May 2022	ARTRX vs ARHBX

Compare ARTRX with Any Fund or Stock

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

Symbol name

Diversifiers

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

Artisan Global Opportunities Fund Class I (ARTRX) Alternatives