Artisan Floating Rate Fund (ARTUX) Alternatives
Artisan Floating Rate Fund (ARTUX) belongs to the Bank Loan category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with ARTUX. 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 ARTUX
ARTUX charges 1.20% annually. Among mutual funds in the Bank Loan category, these options have the lowest expense ratios among ARTUX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Federated Hermes Project and Trade Finance Tender ... | 0.41% | Jan 31, 2017 | ARTUX vs XPTFX | |
| Eaton Vance Floating-Rate Advantage Fund | 0.47% | Mar 16, 2008 | ARTUX vs EIFAX | |
| Shenkman Capital Floating Rate High Income Fund | 0.54% | Oct 14, 2014 | ARTUX vs SFHIX | |
| T. Rowe Price Institutional Floating Rate Fund | 0.57% | Jan 30, 2008 | ARTUX vs RPIFX | |
| Lord Abbett Floating Rate Fund | 0.60% | Dec 30, 2007 | ARTUX vs LFRIX |
Best Risk-Adjusted Alternatives to ARTUX
Among mutual funds in the Bank Loan 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 | |
|---|---|---|---|---|
| Calamos Aksia Alternative Credit and Income Fund C... | 100 | Jun 8, 2023 | ARTUX vs CAPIX | |
| RiverPark Floating Rate CMBS Fund | 98 | Sep 29, 2016 | ARTUX vs RCRIX | |
| Virtus Seix Floating Rate High Income Fund | 94 | Feb 28, 2006 | ARTUX vs SAMBX | |
| Delaware Floating Rate Fund | 94 | Feb 25, 2010 | ARTUX vs DDFLX | |
| Payden Floating Rate Fund | 94 | Nov 10, 2013 | ARTUX vs PYFRX |
Top Performing ARTUX Alternatives (YTD)
ARTUX alternatives from the Bank Loan category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Calamos Aksia Alternative Credit and Income Fund C... | 1.80% | Jun 8, 2023 | ARTUX vs CAPIX | |
| Victory Floating Rate Fund | 1.46% | Dec 30, 2009 | ARTUX vs RSFYX | |
| Federated Hermes Project and Trade Finance Tender ... | 1.41% | Jan 31, 2017 | ARTUX vs XPTFX | |
| RiverPark Floating Rate CMBS Fund | 0.88% | Sep 29, 2016 | ARTUX vs RCRIX | |
| DWS Floating Rate Fund | 0.51% | Jun 28, 2007 | ARTUX vs DFRTX |
Lowest Volatility Alternatives to ARTUX
ARTUX alternatives from the Bank Loan category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Calamos Aksia Alternative Credit and Income Fund C... | 1.21% | Jun 8, 2023 | ARTUX vs CAPIX | |
| RiverPark Floating Rate CMBS Fund | 1.54% | Sep 29, 2016 | ARTUX vs RCRIX | |
| BNY Mellon Floating Rate Income Fund | 1.99% | Sep 26, 2013 | ARTUX vs DFLYX | |
| Payden Floating Rate Fund | 2.04% | Nov 10, 2013 | ARTUX vs PYFRX | |
| Shenkman Capital Floating Rate High Income Fund | 2.16% | Oct 14, 2014 | ARTUX vs SFHIX |
Lowest Drawdown Alternatives to ARTUX
ARTUX alternatives from the Bank Loan category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Calamos Aksia Alternative Credit and Income Fund C... | -0.37% | Jun 8, 2023 | ARTUX vs CAPIX | |
| Federated Hermes Floating Rate Strat Inc Fund | -1.40% | Dec 2, 2010 | ARTUX vs FFRSX | |
| Pioneer Floating Rate Fund | -1.64% | Feb 13, 2007 | ARTUX vs FLYRX | |
| Delaware Floating Rate Fund | -1.65% | Feb 25, 2010 | ARTUX vs DDFLX | |
| BNY Mellon Floating Rate Income Fund | -1.73% | Sep 26, 2013 | ARTUX vs DFLYX |
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 | -20.04% | Jun 28, 2015 | ARTUX vs ARTYX | |
| Artisan International Value Fund | Foreign Large Cap Equities | 47 | -2.08% | Sep 23, 2002 | ARTUX vs ARTKX | |
| Artisan International Fund | Foreign Large Cap Equities | 89 | 3.75% | Dec 27, 1995 | ARTUX vs ARTIX | |
| Artisan High Income Fund | High Yield Bonds | 83 | -1.87% | Mar 19, 2014 | ARTUX vs ARTFX | |
| Artisan Global Equity Fund | Global Equities | 93 | 0.31% | Mar 28, 2010 | ARTUX vs ARTHX | |
| Artisan Global Opportunities Fund Class I | Global Equities, Large Cap Growth Equities | 12 | -7.40% | Sep 22, 2008 | ARTUX vs ARTRX | |
| Artisan Mid Cap Fund | Mid Cap Growth Equities | 22 | -9.72% | Jun 27, 1997 | ARTUX vs ARTMX | |
| Artisan Global Value Fund | Global Equities | 67 | -4.90% | Dec 9, 2007 | ARTUX vs ARTGX | |
| Artisan Emerging Markets Debt Opportunities Fund | Emerging Markets Bonds | 97 | 0.34% | Apr 6, 2022 | ARTUX vs APFOX | |
| Artisan Global Unconstrained Fund | Nontraditional Bonds | 99 | 4.02% | Mar 30, 2022 | ARTUX vs APFPX |
Often Compared With ARTUX
What investors most often compare with ARTUX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| iShares USD Treasury Bond 20+yr UCITS ETF USD (Acc... | Government Bonds | 11 | -0.93% | May 10, 2018 | ARTUX vs DTLA.L | |
| Vanguard S&P 500 ETF | S&P 500 | 65 | -4.42% | Sep 7, 2010 | ARTUX vs VOO | |
| Hartford Floating Rate High Income Fund | Bank Loan | 93 | -1.29% | Sep 29, 2011 | ARTUX vs HFHIX | |
| Pacific Funds Floating Rate Income | Bank Loan | 93 | -1.34% | Jun 29, 2011 | ARTUX vs PLFRX |
Compare ARTUX with Any Fund or Stock
Compare ARTUX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.