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 a closer substitute for your current allocation.
Cheapest Alternatives to ARTUX
ARTUX charges 1.20% annually. There are 49 mutual funds in the Bank Loan category with lower expense ratios, going as low as 0.41%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Federated Hermes Project and Trade Finance Tender ... | 0.41% | — | Jan 2017 | ARTUX vs XPTFX | |
| Eaton Vance Floating-Rate Advantage Fund | 0.47% | — | Mar 2008 | ARTUX vs EIFAX | |
| Shenkman Capital Floating Rate High Income Fund | 0.54% | — | Oct 2014 | ARTUX vs SFHIX | |
| T. Rowe Price Institutional Floating Rate Fund | 0.57% | — | Jan 2008 | ARTUX vs RPIFX | |
| Lord Abbett Floating Rate Fund | 0.60% | — | Dec 2007 | ARTUX vs LFRIX |
Best Risk-Adjusted Alternatives to ARTUX
ARTUX has a PortfoliosLab risk / return rank of 81. There are 21 mutual funds in the Bank Loan category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| RiverPark Floating Rate CMBS Fund | 100 | — | Sep 2016 | ARTUX vs RCRIX | |
| Calamos Aksia Alternative Credit and Income Fund C... | 99 | — | Jun 2023 | ARTUX vs CAPIX | |
| Payden Floating Rate Fund | 98 | — | Nov 2013 | ARTUX vs PYFRX | |
| Virtus Seix Floating Rate High Income Fund | 97 | — | Feb 2006 | ARTUX vs SAMBX | |
| PGIM Floating Rate Income Fund | 96 | — | Mar 2011 | ARTUX vs FRFZX |
Top Performing ARTUX Alternatives (YTD)
ARTUX is at 1.69% YTD. There are 24 mutual funds in the Bank Loan category with higher YTD returns, going as high as 3.74%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Floating Rate Fund | 3.74% | — | Dec 2009 | ARTUX vs RSFYX | |
| Federated Hermes Project and Trade Finance Tender ... | 3.54% | — | Jan 2017 | ARTUX vs XPTFX | |
| Virtus Seix Floating Rate High Income Fund | 3.03% | — | Feb 2006 | ARTUX vs SAMBX | |
| Credit Suisse Floating Rate High Income Fund | 3.03% | — | Mar 1999 | ARTUX vs CHIAX | |
| Calamos Aksia Alternative Credit and Income Fund C... | 2.87% | — | Jun 2023 | ARTUX vs CAPIX |
Lowest Volatility Alternatives to ARTUX
ARTUX has 2.38% 1-year volatility. There are 27 mutual funds in the Bank Loan category with lower 1-year volatility, going as low as 0.76%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| RiverPark Floating Rate CMBS Fund | 0.76% | — | Sep 2016 | ARTUX vs RCRIX | |
| Payden Floating Rate Fund | 1.25% | — | Nov 2013 | ARTUX vs PYFRX | |
| BNY Mellon Floating Rate Income Fund | 1.35% | — | Sep 2013 | ARTUX vs DFLYX | |
| Dunham Floating Rate Bond Fund | 1.67% | — | Oct 2013 | ARTUX vs DAFRX | |
| Donoghue Forlines Risk Managed Income Fund | 1.67% | — | Dec 2017 | ARTUX vs FLOTX |
Lowest Drawdown Alternatives to ARTUX
ARTUX has a 1-year max drawdown of -1.82%. There are 40 mutual funds in the Bank Loan category with shallower 1-year drawdowns, going as shallow as -0.19%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| RiverPark Floating Rate CMBS Fund | -0.19% | — | Sep 2016 | ARTUX vs RCRIX | |
| Virtus Seix Floating Rate High Income Fund | -0.78% | — | Feb 2006 | ARTUX vs SAMBX | |
| PGIM Floating Rate Income Fund | -0.85% | — | Mar 2011 | ARTUX vs FRFZX | |
| Calvert Floating-Rate Advantage Fund | -0.88% | — | Oct 2017 | ARTUX vs CFOIX | |
| Virtus Newfleet Senior Floating Rate Fund | -0.88% | — | Jan 2008 | ARTUX vs PSFIX |
Other Mutual Funds from Artisan
The 10 most viewed Artisan mutual funds shown here include ARTYX, ARTKX, ARTIX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Artisan Developing World Fund | Emerging Markets Diversified | 2 | 0.22% | — | Jun 2015 | ARTUX vs ARTYX | |
| Artisan International Value Fund | Foreign Large Cap Equities | 58 | 13.18% | — | Sep 2002 | ARTUX vs ARTKX | |
| Artisan International Fund | Foreign Large Cap Equities | 43 | 14.27% | — | Dec 1995 | ARTUX vs ARTIX | |
| Artisan Global Equity Fund | Global Equities | 33 | 8.98% | — | Mar 2010 | ARTUX vs ARTHX | |
| Artisan High Income Fund | High Yield Bonds | 56 | 1.36% | — | Mar 2014 | ARTUX vs ARTFX | |
| Artisan Global Unconstrained Fund | Nontraditional Bonds | 99 | 4.47% | — | Mar 2022 | ARTUX vs APFPX | |
| Artisan Global Opportunities Fund Class I | Global Equities, Large Cap Growth Equities | 11 | 7.01% | — | Sep 2008 | ARTUX vs ARTRX | |
| Artisan Mid Cap Fund | Mid Cap Growth Equities | 22 | 7.21% | — | Jun 1997 | ARTUX vs ARTMX | |
| Artisan Global Discovery Fund | Global Equities | 17 | 7.74% | — | Aug 2017 | ARTUX vs APFDX | |
| Artisan Emerging Markets Debt Opportunities Fund | Emerging Markets Bonds | 98 | 6.82% | — | Apr 2022 | ARTUX vs APFOX |
Often Compared With ARTUX
Investors most often compare ARTUX with DTLA.L, VOO, FLYRX. These 11 comparison targets span 6 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| iShares USD Treasury Bond 20+yr UCITS ETF USD (Acc... | Government Bonds, Long-Term Bond | 13 | -2.37% | 2.66B | May 2018 | ARTUX vs DTLA.L | |
| Vanguard S&P 500 ETF | S&P 500 | 66 | 10.45% | 1.70T | Sep 2010 | ARTUX vs VOO | |
| Pioneer Floating Rate Fund | Bank Loan | 88 | 2.09% | — | Feb 2007 | ARTUX vs FLYRX | |
| Artisan Global Value Fund | Global Equities | 78 | 11.96% | — | Dec 2007 | ARTUX vs ARTGX | |
| Delaware Floating Rate Fund | Bank Loan | 95 | 2.18% | — | Feb 2010 | ARTUX vs DDFLX | |
| Hartford Floating Rate High Income Fund | Bank Loan | 78 | 1.19% | — | Sep 2011 | ARTUX vs HFHIX | |
| Federated Hermes Floating Rate Strat Inc Fund | Bank Loan | 89 | 1.23% | — | Dec 2010 | ARTUX vs FFRSX | |
| Artisan International Value Fund | Foreign Large Cap Equities | 60 | 13.33% | — | Oct 2006 | ARTUX vs APHKX | |
| BlackRock Floating Rate Income Trust | Bank Loan | 2 | 0.45% | — | Aug 2004 | ARTUX vs BGT | |
| Pacific Funds Floating Rate Income | Bank Loan | 84 | 1.54% | — | Jun 2011 | ARTUX vs PLFRX | |
| BlackRock Debt Strategies Fund, Inc. | Bank Loan | 6 | 0.96% | — | Nov 1998 | ARTUX vs DSU |
Compare ARTUX with Any Fund or Stock
Compare ARTUX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair ARTUX with funds that move differently
Artisan Floating Rate Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ARTUX.
Explore ARTUX Diversifiers