Polen DDJ Opportunistic High Yield Fund (DDJIX) Alternatives
Polen DDJ Opportunistic High Yield Fund (DDJIX) belongs to the High Yield Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with DDJIX. 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 DDJIX
DDJIX charges 0.79% annually. Among mutual funds in the High Yield Bonds category, these options have the lowest expense ratios among DDJIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Federated Hermes High-Yield Strategy Portfolio | 0.02% | Dec 24, 2008 | DDJIX vs FHYSX | |
| Vanguard High-Yield Corporate Fund Admiral Shares | 0.13% | Nov 12, 2001 | DDJIX vs VWEAX | |
| PIA High Yield (MACS) Fund | 0.20% | Dec 26, 2017 | DDJIX vs PIAMX | |
| Vanguard High-Yield Corporate Fund Investor Shares | 0.23% | Dec 27, 1978 | DDJIX vs VWEHX | |
| Six Circles Credit Opportunities Fund | 0.29% | Nov 22, 2020 | DDJIX vs CRDOX |
Best Risk-Adjusted Alternatives to DDJIX
Among mutual funds in the High Yield Bonds 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 | |
|---|---|---|---|---|
| Pioneer ILS Interval Fund | 100 | Dec 16, 2014 | DDJIX vs XILSX | |
| Cliffwater Corporate Lending Fund | 100 | Mar 6, 2019 | DDJIX vs CCLFX | |
| RiverPark Short Term High Yield Fund | 100 | Sep 30, 2010 | DDJIX vs RPHIX | |
| T. Rowe Price Floating Rate Fund | 99 | Jul 29, 2011 | DDJIX vs PRFRX | |
| T. Rowe Price Credit Opportunities Fund | 98 | Apr 29, 2014 | DDJIX vs PRCPX |
Top Performing DDJIX Alternatives (YTD)
DDJIX alternatives from the High Yield Bonds category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Fairholme Focused Income Fund | 6.93% | Dec 31, 2009 | DDJIX vs FOCIX | |
| Pioneer ILS Interval Fund | 5.18% | Dec 16, 2014 | DDJIX vs XILSX | |
| RiverPark Short Term High Yield Fund | 1.02% | Sep 30, 2010 | DDJIX vs RPHIX | |
| Cliffwater Corporate Lending Fund | 0.96% | Mar 6, 2019 | DDJIX vs CCLFX | |
| Franklin Templeton SMACS: Series I | 0.52% | Jun 3, 2019 | DDJIX vs FQTIX |
Lowest Volatility Alternatives to DDJIX
DDJIX alternatives from the High Yield Bonds category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| RiverPark Short Term High Yield Fund | 0.97% | Sep 30, 2010 | DDJIX vs RPHIX | |
| Cliffwater Corporate Lending Fund | 0.97% | Mar 6, 2019 | DDJIX vs CCLFX | |
| Chartwell Short Duration High Yield Fund | 1.71% | Jul 15, 2014 | DDJIX vs CWFIX | |
| Changing Parameters Fund | 1.90% | Oct 2, 2006 | DDJIX vs CPMPX | |
| Shenkman Capital Short Duration High Income Fund | 1.96% | Oct 31, 2012 | DDJIX vs SCFIX |
Lowest Drawdown Alternatives to DDJIX
DDJIX alternatives from the High Yield Bonds category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Pioneer ILS Interval Fund | -0.21% | Dec 16, 2014 | DDJIX vs XILSX | |
| RiverPark Short Term High Yield Fund | -0.41% | Sep 30, 2010 | DDJIX vs RPHIX | |
| Cliffwater Corporate Lending Fund | -0.46% | Mar 6, 2019 | DDJIX vs CCLFX | |
| Toews Tactical Income Fund | -1.12% | Jun 4, 2010 | DDJIX vs THHYX | |
| Changing Parameters Fund | -1.31% | Oct 2, 2006 | DDJIX vs CPMPX |
Other Mutual Funds from Polen Capital
Most popular Polen Capital mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Polen Growth Fund | Large Cap Growth Equities | 1 | -19.94% | Sep 15, 2010 | DDJIX vs POLIX | |
| Polen Global Growth Fund | Global Equities | 1 | -17.81% | Dec 29, 2014 | DDJIX vs PGIIX | |
| Polen U.S. Small Company Growth Fund | Small Cap Growth Equities | 37 | -3.41% | Nov 1, 2017 | DDJIX vs PBSIX | |
| Polen International Growth Fund | Foreign Large Cap Equities | 0 | -16.09% | Dec 29, 2016 | DDJIX vs POIIX | |
| Polen Global Emerging Markets Growth Fund | Emerging Markets Diversified | — | -2.71% | Oct 15, 2020 | DDJIX vs PGEIX |
Often Compared With DDJIX
What investors most often compare with DDJIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fidelity Series Real Estate Income Fund | REIT | 90 | -0.40% | Oct 20, 2011 | DDJIX vs FSREX | |
| Vanguard S&P 500 ETF | S&P 500 | 65 | -4.42% | Sep 7, 2010 | DDJIX vs VOO | |
| Schwab U.S. Large-Cap ETF | Large Cap Blend Equities | 64 | -4.45% | Nov 3, 2009 | DDJIX vs SCHX |
Compare DDJIX with Any Fund or Stock
Compare DDJIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.