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APHGX Artisan Global Value Institutional

3 lower fee alternatives found

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Fund APHGX Artisan Global Value Institutional JDGTX INTECH Global Income Mgd Volatility T PGVFX Polaris Global Value  
100% 85% 85%
Annual Fees
(1.04% Exp. Ratio)
(0.75% Exp. Ratio)
(0.99% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.50% annual return
$36,441.73 $39,785.41 $36,998.17
Est. savings over 30 yrs +$3,343.68 +$556.44
As of 10/31/16
1 YR RETURN 3.45%
3 YR 4.59%
5 YR 11.35%
10 YR --
1 YR RETURN 6.63%
3 YR 5.50%
5 YR --
10 YR --
1 YR RETURN 3.89%
3 YR 5.52%
5 YR 12.06%
10 YR 4.35%
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.
The investment seeks long-term growth of capital and income. The fund invests, under normal circumstances, at least 80% of its net assets (plus any borrowings for investment purposes) in dividend-paying securities. It invests primarily in common stocks from the universe of the MSCI World High Dividend Yield Index, utilizing INTECH's mathematical investment process, applying a managed volatility approach. The MSCI World High Dividend Yield Index is designed to reflect the performance of the high dividend yield securities contained within the broader MSCI World Indexsm.
The investment seeks capital appreciation. Using a value-oriented approach, the fund invests primarily in the common stock (including American Depositary Receipts ("ADRs")) of companies of any size, both domestic and international, including emerging or developing markets. The Adviser generally views emerging or developing markets as those that are not included in the MSCI World Index. The fund may also invest in publicly traded master limited partnerships ("MLPs").

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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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