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 a closer substitute for your current allocation.
Cheapest Alternatives to DDJIX
DDJIX charges 0.79% annually. There are 87 mutual funds in the High Yield Bonds category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Federated Hermes High-Yield Strategy Portfolio | 0.02% | — | Dec 2008 | DDJIX vs FHYSX | |
| Vanguard High-Yield Corporate Fund Admiral Shares | 0.13% | 25.70B | Nov 2001 | DDJIX vs VWEAX | |
| PIA High Yield (MACS) Fund | 0.20% | — | Dec 2017 | DDJIX vs PIAMX | |
| Vanguard High-Yield Corporate Fund Investor Shares | 0.23% | 25.70B | Dec 1978 | DDJIX vs VWEHX | |
| Six Circles Credit Opportunities Fund | 0.29% | — | Nov 2020 | DDJIX vs CRDOX |
Best Risk-Adjusted Alternatives to DDJIX
DDJIX has a PortfoliosLab risk / return rank of 9. There are 180 mutual funds in the High Yield Bonds category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Pioneer ILS Interval Fund | 100 | — | Dec 2014 | DDJIX vs XILSX | |
| Cliffwater Corporate Lending Fund | 100 | — | Mar 2019 | DDJIX vs CCLFX | |
| RiverPark Short Term High Yield Fund | 100 | — | Sep 2010 | DDJIX vs RPHIX | |
| Fidelity Series High Income Fund | 97 | — | Mar 2011 | DDJIX vs FSHNX | |
| American Beacon SiM High Yield Opportunities Fund ... | 97 | — | Feb 2011 | DDJIX vs SHOYX |
Top Performing DDJIX Alternatives (YTD)
DDJIX is at 1.02% YTD. There are 153 mutual funds in the High Yield Bonds category with higher YTD returns, going as high as 7.97%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Pioneer ILS Interval Fund | 7.97% | — | Dec 2014 | DDJIX vs XILSX | |
| Fidelity Capital & Income Fund | 7.96% | — | Nov 1977 | DDJIX vs FAGIX | |
| Fidelity Advisor High Income Advantage Fund Class ... | 7.29% | — | Oct 2018 | DDJIX vs FIQTX | |
| Fidelity Advisor High Income Advantage Fund Class ... | 7.16% | — | Jul 1995 | DDJIX vs FAHCX | |
| Fidelity Advisor High Income Advantage Fund Class ... | 7.04% | — | Jan 1987 | DDJIX vs FAHYX |
Lowest Volatility Alternatives to DDJIX
DDJIX has 3.26% 1-year volatility. There are 93 mutual funds in the High Yield Bonds category with lower 1-year volatility, going as low as 0.88%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Cliffwater Corporate Lending Fund | 0.88% | — | Mar 2019 | DDJIX vs CCLFX | |
| RiverPark Short Term High Yield Fund | 0.88% | — | Sep 2010 | DDJIX vs RPHIX | |
| Chartwell Short Duration High Yield Fund | 1.50% | — | Jul 2014 | DDJIX vs CWFIX | |
| Shenkman Capital Short Duration High Income Fund | 1.63% | — | Oct 2012 | DDJIX vs SCFIX | |
| Osterweis Strategic Income Fund | 1.69% | — | Aug 2002 | DDJIX vs OSTIX |
Lowest Drawdown Alternatives to DDJIX
DDJIX has a 1-year max drawdown of -2.94%. There are 156 mutual funds in the High Yield Bonds category with shallower 1-year drawdowns, going as shallow as -0.10%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| RiverPark Short Term High Yield Fund | -0.10% | — | Sep 2010 | DDJIX vs RPHIX | |
| Cliffwater Corporate Lending Fund | -0.19% | — | Mar 2019 | DDJIX vs CCLFX | |
| Pioneer ILS Interval Fund | -0.21% | — | Dec 2014 | DDJIX vs XILSX | |
| MainStay MacKay Short Duration High Yield Fund | -1.06% | — | Dec 2012 | DDJIX vs MDHVX | |
| Shenkman Capital Short Duration High Income Fund | -1.11% | — | Oct 2012 | DDJIX vs SCFIX |
Other Mutual Funds from Polen Capital
The 5 most viewed Polen Capital mutual funds shown here include POLIX, PBSIX, PGIIX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Polen Growth Fund | Large Cap Growth Equities | 3 | -3.38% | — | Sep 2010 | DDJIX vs POLIX | |
| Polen U.S. Small Company Growth Fund | Small Cap Growth Equities | 59 | 29.99% | — | Nov 2017 | DDJIX vs PBSIX | |
| Polen Global Growth Fund | Global Equities | 2 | -3.33% | — | Dec 2014 | DDJIX vs PGIIX | |
| Polen International Growth Fund | Foreign Large Cap Equities | 1 | -5.94% | — | Dec 2016 | DDJIX vs POIIX | |
| Polen Global Emerging Markets Growth Fund | Emerging Markets Diversified | — | 3.31% | — | Oct 2020 | DDJIX vs PGEIX |
Often Compared With DDJIX
Investors most often compare DDJIX with FSREX, PRFRX, VOO. These 14 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare DDJIX with Any Fund or Stock
Compare DDJIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair DDJIX with funds that move differently
Polen DDJ Opportunistic High Yield Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to DDJIX.
Explore DDJIX Diversifiers