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 a closer substitute for your current allocation.
Cheapest Alternatives to PGEIX
PGEIX charges 1.25% annually. There are 124 mutual funds in the Emerging Markets Diversified category with lower expense ratios, going as low as 0.08%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Emerging Markets Index Fund | 0.08% | — | Sep 2011 | PGEIX vs FPADX | |
| Fidelity SAI Emerging Markets Index Fund | 0.08% | — | Jan 2016 | PGEIX vs FERGX | |
| Franklin Emerging Market Core Equity (IU) Fund Adv... | 0.17% | — | Jul 2019 | PGEIX vs FCEEX | |
| State Street Emerging Markets Equity Index Fund | 0.17% | — | Dec 2015 | PGEIX vs SSKEX | |
| UBS Emerging Markets Equity Opportunity Fund | 0.19% | — | May 2018 | PGEIX vs EMPTX |
Best Risk-Adjusted Alternatives to PGEIX
PGEIX has a PortfoliosLab risk / return rank of 5. There are 166 mutual funds in the Emerging Markets Diversified category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Delaware Emerging Markets Fund | 97 | — | Jun 1996 | PGEIX vs DEMIX | |
| Franklin Templeton SMACS: Series EM | 96 | — | Nov 2021 | PGEIX vs FQEMX | |
| Martin Currie SMA-Shares Series EM Fund | 95 | — | Jan 2018 | PGEIX vs LCSMX | |
| GMO Emerging Markets ex-China Fund | 94 | — | Oct 2021 | PGEIX vs GMAQX | |
| LSV Emerging Markets Equity Fund | 93 | — | Jan 2019 | PGEIX vs LVAZX |
Top Performing PGEIX Alternatives (YTD)
PGEIX is at -2.41% YTD. There are 169 mutual funds in the Emerging Markets Diversified category with higher YTD returns, going as high as 125.98%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Delaware Emerging Markets Fund | 125.98% | — | Jun 1996 | PGEIX vs DEMIX | |
| Franklin Templeton SMACS: Series EM | 75.65% | — | Nov 2021 | PGEIX vs FQEMX | |
| Martin Currie SMA-Shares Series EM Fund | 57.98% | — | Jan 2018 | PGEIX vs LCSMX | |
| GMO Emerging Markets ex-China Fund | 44.54% | — | Oct 2021 | PGEIX vs GMAQX | |
| Invesco EQV Emerging Markets All Cap Fd | 40.89% | — | Jan 1994 | PGEIX vs GTDDX |
Lowest Volatility Alternatives to PGEIX
PGEIX has 37.05% 1-year volatility. There are 169 mutual funds in the Emerging Markets Diversified category with lower 1-year volatility, going as low as 11.19%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Ashmore Emerging Markets Small Cap Equity Fund | 11.19% | — | Oct 2011 | PGEIX vs ESCIX | |
| Virtus KAR Emerging Markets Small-Cap Fund | 11.54% | — | Dec 2013 | PGEIX vs VIESX | |
| GQG Partners Emerging Markets Equity Fund | 11.57% | — | Dec 2016 | PGEIX vs GQGPX | |
| The Cook & Bynum Fund | 11.91% | — | Jun 2009 | PGEIX vs COBYX | |
| BlackRock Defensive Advantage Emerging Markets Fun... | 12.07% | — | Dec 2020 | PGEIX vs BADEX |
Lowest Drawdown Alternatives to PGEIX
PGEIX has a 1-year max drawdown of -30.91%. There are 170 mutual funds in the Emerging Markets Diversified category with shallower 1-year drawdowns, going as shallow as -5.70%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Ashmore Emerging Markets Small Cap Equity Fund | -5.70% | — | Oct 2011 | PGEIX vs ESCIX | |
| Wasatch Emerging Markets Small Cap Fund | -7.89% | — | Sep 2007 | PGEIX vs WAEMX | |
| BlackRock Defensive Advantage Emerging Markets Fun... | -8.89% | — | Dec 2020 | PGEIX vs BADEX | |
| The Cook & Bynum Fund | -8.95% | — | Jun 2009 | PGEIX vs COBYX | |
| GQG Partners Emerging Markets Equity Fund | -9.12% | — | Dec 2016 | PGEIX vs GQGPX |
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 | 1 | -13.37% | — | Sep 2010 | PGEIX vs POLIX | |
| Polen U.S. Small Company Growth Fund | Small Cap Growth Equities | 69 | 33.21% | — | Nov 2017 | PGEIX vs PBSIX | |
| Polen Global Growth Fund | Global Equities | 1 | -9.85% | — | Dec 2014 | PGEIX vs PGIIX | |
| Polen DDJ Opportunistic High Yield Fund | High Yield Bonds | 12 | 1.02% | — | Jul 2015 | PGEIX vs DDJIX | |
| Polen International Growth Fund | Foreign Large Cap Equities | 1 | -8.14% | — | Dec 2016 | PGEIX vs POIIX |
Often Compared With PGEIX
Investors most often compare PGEIX with CEMFX, TEQLX, TEMZX. These 13 comparison targets span 1 categories, based on PortfoliosLab usage data.
Compare PGEIX with Any Fund or Stock
Compare PGEIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PGEIX with funds that move differently
Polen Global Emerging Markets Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PGEIX.
Explore PGEIX Diversifiers