Polen Global Emerging Markets Growth Fund (PGEIX) Alternatives
Polen Global Emerging Markets Growth Fund (PGEIX) belongs to the Emerging Markets Diversified category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with PGEIX. 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 PGEIX
PGEIX charges 1.25% annually. Among mutual funds in the Emerging Markets Diversified category, these options have the lowest expense ratios among PGEIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity SAI Emerging Markets Index Fund | 0.08% | Jan 4, 2016 | PGEIX vs FERGX | |
| Fidelity Emerging Markets Index Fund | 0.08% | Sep 8, 2011 | PGEIX vs FPADX | |
| Franklin Emerging Market Core Equity (IU) Fund Adv... | 0.17% | Jul 31, 2019 | PGEIX vs FCEEX | |
| State Street Emerging Markets Equity Index Fund | 0.17% | Dec 17, 2015 | PGEIX vs SSKEX | |
| TIAA-CREF Emerging Markets Equity Index Fund | 0.19% | Aug 30, 2010 | PGEIX vs TEQLX |
Best Risk-Adjusted Alternatives to PGEIX
Among mutual funds in the Emerging Markets Diversified 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 | |
|---|---|---|---|---|
| Delaware Emerging Markets Fund | 97 | Jun 9, 1996 | PGEIX vs DEMIX | |
| Brandes Emerging Markets Fund | 97 | Jan 30, 2011 | PGEIX vs BEMIX | |
| Martin Currie SMA-Shares Series EM Fund | 97 | Jan 9, 2018 | PGEIX vs LCSMX | |
| Lazard Emerging Markets Equity Portfolio | 97 | Jul 14, 1994 | PGEIX vs LZEMX | |
| Franklin Templeton SMACS: Series EM | 96 | Nov 21, 2021 | PGEIX vs FQEMX |
Top Performing PGEIX Alternatives (YTD)
PGEIX alternatives from the Emerging Markets Diversified category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Delaware Emerging Markets Fund | 14.18% | Jun 9, 1996 | PGEIX vs DEMIX | |
| Franklin Templeton SMACS: Series EM | 12.06% | Nov 21, 2021 | PGEIX vs FQEMX | |
| Martin Currie SMA-Shares Series EM Fund | 11.23% | Jan 9, 2018 | PGEIX vs LCSMX | |
| Ashmore Emerging Markets Small Cap Equity Fund | 8.91% | Oct 3, 2011 | PGEIX vs ESCIX | |
| abrdn Emerging Markets ex-China Fund | 8.83% | Aug 29, 2000 | PGEIX vs GLLSX |
Lowest Volatility Alternatives to PGEIX
PGEIX alternatives from the Emerging Markets Diversified category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| BlackRock Defensive Advantage Emerging Markets Fun... | 10.29% | Dec 20, 2020 | PGEIX vs BADEX | |
| Harding Loevner Frontier Emerging Markets Fund | 12.03% | May 26, 2008 | PGEIX vs HLFMX | |
| Parametric Emerging Markets Fund | 12.17% | Jun 29, 2006 | PGEIX vs EAEMX | |
| Parametric Tax-Managed Emerging Markets Fund | 12.36% | Jun 29, 1998 | PGEIX vs EITEX | |
| Ashmore Emerging Markets Frontier Equity Fund | 12.38% | Nov 3, 2013 | PGEIX vs EFEIX |
Lowest Drawdown Alternatives to PGEIX
PGEIX alternatives from the Emerging Markets Diversified category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| BlackRock Defensive Advantage Emerging Markets Fun... | -8.89% | Dec 20, 2020 | PGEIX vs BADEX | |
| The Cook & Bynum Fund | -8.95% | Jun 30, 2009 | PGEIX vs COBYX | |
| GQG Partners Emerging Markets Equity Fund | -9.12% | Dec 27, 2016 | PGEIX vs GQGPX | |
| Wasatch Emerging Markets Small Cap Fund | -9.38% | Sep 30, 2007 | PGEIX vs WAEMX | |
| Parametric Tax-Managed Emerging Markets Fund | -9.88% | Jun 29, 1998 | PGEIX vs EITEX |
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 | 2 | -17.54% | Sep 15, 2010 | PGEIX vs POLIX | |
| Polen Global Growth Fund | Global Equities | 1 | -15.16% | Dec 29, 2014 | PGEIX vs PGIIX | |
| Polen DDJ Opportunistic High Yield Fund | High Yield Bonds | 13 | -1.42% | Jul 16, 2015 | PGEIX vs DDJIX | |
| Polen U.S. Small Company Growth Fund | Small Cap Growth Equities | 48 | 2.87% | Nov 1, 2017 | PGEIX vs PBSIX | |
| Polen International Growth Fund | Foreign Large Cap Equities | 1 | -12.98% | Dec 29, 2016 | PGEIX vs POIIX |
Often Compared With PGEIX
What investors most often compare with PGEIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Cullen Emerging Markets High Dividend Fund | Emerging Markets Diversified | 93 | 7.09% | Aug 30, 2012 | PGEIX vs CEMFX | |
| Driehaus Emerging Markets Small Cap Growth Fund | Emerging Markets Diversified | 95 | 6.35% | Aug 21, 2011 | PGEIX vs DRESX | |
| UBS Emerging Markets Equity Opportunity Fund | Emerging Markets Diversified | 90 | 2.95% | May 30, 2018 | PGEIX vs EMPTX | |
| Templeton Emerging Markets Small Cap Fund | Emerging Markets Diversified | 35 | -1.25% | Oct 1, 2006 | PGEIX vs TEMZX |
Compare PGEIX with Any Fund or Stock
Compare PGEIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.