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APDGX Artisan Global Value Advisor

4 lower fee alternatives found

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Fund APDGX Artisan Global Value Advisor FIGY Barclays ETN+ FI Enhanced Glb Hi Yld GAINX Guinness Atkinson Dividend Builder  
100% 88% 86%
Annual Fees
(1.16% Exp. Ratio)
(0.64% Exp. Ratio)
(0.68% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.50% annual return
$35,077.19 $41,057.29 $40,564.31
Est. savings over 30 yrs +$5,980.09 +$5,487.11
As of 9/30/16
1 YR RETURN 12.00%
3 YR 5.90%
5 YR 13.63%
10 YR --
1 YR RETURN 28.97%
3 YR 9.11%
5 YR --
10 YR --
1 YR RETURN 14.05%
3 YR 5.95%
5 YR --
10 YR --
The investment seeks maximum long-term capital growth. The fund's investment team employs a fundamental investment process to construct a diversified portfolio of securities of undervalued U.S. and non-U.S. companies. The team seeks to invest in what the team considers to be high quality, undervalued companies with strong balance sheets and shareholder-oriented management teams. Under normal market conditions, the fund primarily invests in common stocks and other equity securities, both within and outside the U.S.
Barclays ETN+ FI Enhanced Global High Yield Exchange Traded Notes (the “ETNs”) that Barclays Bank PLC may issue from time to time are linked to a leveraged participation in the performance of the MSCI World High Dividend Yield USD Gross Total Return Index (the “Index”). The ETNs seek to approximate the returns that might be available to investors through a leveraged “long” investment in the Index. The Index is designed to track the performance of large and mid cap stocks (excluding REITS) across 24 developed markets countries tracked by the MSCI World Index.
The investment seeks a moderate level of current income and consistent dividend growth at a rate that exceeds inflation. The fund will invest at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities in dividend-paying companies that the Advisor believes have the ability to consistently increase their dividend payments over the medium term. The adviser will consider all companies in the world's developed and emerging markets. The Advisor will invest the fund's assets in securities of all market capitalization companies.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.


FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.


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