Polen Global Growth Fund (PGIIX) Alternatives
Polen Global Growth Fund (PGIIX) belongs to the Global Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with PGIIX. 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 PGIIX
PGIIX charges 0.99% annually. Among mutual funds in the Global Equities category, these options have the lowest expense ratios among PGIIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| GMO Global Developed Equity Allocation Fund | 0.01% | Jun 15, 2005 | PGIIX vs GWOAX | |
| GMO Global Equity Allocation Fund | 0.01% | Nov 25, 1996 | PGIIX vs GMGEX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | Sep 17, 2014 | PGIIX vs SSGLX | |
| USAA Cornerstone Equity Fund | 0.09% | Jun 7, 2012 | PGIIX vs UCEQX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 0.14% | Dec 12, 2013 | PGIIX vs VMNVX |
Best Risk-Adjusted Alternatives to PGIIX
Among mutual funds in the Global Equities 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 | |
|---|---|---|---|---|
| Vanguard Global Capital Cycles Fund | 97 | May 23, 1984 | PGIIX vs VGPMX | |
| Calvert Global Energy Solutions Fund | 94 | May 30, 2007 | PGIIX vs CAEIX | |
| GMO Climate Change Fund | 94 | Apr 4, 2017 | PGIIX vs GCCHX | |
| Artisan Global Equity Fund | 93 | Mar 28, 2010 | PGIIX vs ARTHX | |
| Lazard Global Listed Infrastructure Portfolio Inst... | 93 | — | PGIIX vs GLIFX |
Top Performing PGIIX Alternatives (YTD)
PGIIX alternatives from the Global Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Russell Investment Tax-Managed Real Assets Fund | 11.49% | Jun 9, 2019 | PGIIX vs RTXAX | |
| GQG Partners Global Quality Dividend Income Fund | 9.67% | Jun 29, 2021 | PGIIX vs GQFPX | |
| Nuveen Global Infrastructure Fund Class A | 9.53% | Dec 17, 2007 | PGIIX vs FGIAX | |
| Cohen & Steers Global Infrastructure Fund Class A | 8.35% | Aug 28, 2017 | PGIIX vs CSUAX | |
| GQG Partners Global Quality Equity Fund Institutio... | 7.75% | Mar 29, 2019 | PGIIX vs GQRIX |
Lowest Volatility Alternatives to PGIIX
PGIIX alternatives from the Global Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| MFS Global Total Return Fund Class I | 8.85% | Sep 4, 1990 | PGIIX vs MFWIX | |
| Vanguard Global Minimum Volatility Fund Investor S... | 10.02% | Dec 12, 2013 | PGIIX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 10.05% | Dec 12, 2013 | PGIIX vs VMNVX | |
| MFS Low Volatility Global Equity Fund | 10.51% | Dec 4, 2013 | PGIIX vs MVGIX | |
| Lazard Global Listed Infrastructure Portfolio Inst... | 10.71% | — | PGIIX vs GLIFX |
Lowest Drawdown Alternatives to PGIIX
PGIIX alternatives from the Global Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| MFS Global Total Return Fund Class I | -6.85% | Sep 4, 1990 | PGIIX vs MFWIX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | -7.93% | Dec 12, 2013 | PGIIX vs VMNVX | |
| Vanguard Global Minimum Volatility Fund Investor S... | -7.96% | Dec 12, 2013 | PGIIX vs VMVFX | |
| Cohen & Steers Global Infrastructure Fund Class A | -7.98% | Aug 28, 2017 | PGIIX vs CSUAX | |
| Nuveen Global Infrastructure Fund Class A | -8.29% | Dec 17, 2007 | PGIIX vs FGIAX |
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 | PGIIX vs POLIX | |
| Polen DDJ Opportunistic High Yield Fund | High Yield Bonds | 15 | -1.13% | Jul 16, 2015 | PGIIX vs DDJIX | |
| Polen U.S. Small Company Growth Fund | Small Cap Growth Equities | 37 | -3.41% | Nov 1, 2017 | PGIIX vs PBSIX | |
| Polen International Growth Fund | Foreign Large Cap Equities | 0 | -16.09% | Dec 29, 2016 | PGIIX vs POIIX | |
| Polen Global Emerging Markets Growth Fund | Emerging Markets Diversified | — | -2.71% | Oct 15, 2020 | PGIIX vs PGEIX |
Often Compared With PGIIX
What investors most often compare with PGIIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| State Street SPDR S&P 500 ETF | S&P 500 | 64 | -4.37% | Jan 22, 1993 | PGIIX vs SPY | |
| Invesco QQQ ETF | Large Cap Growth Equities | 69 | -5.93% | Mar 10, 1999 | PGIIX vs QQQ | |
| Vanguard S&P 500 UCITS ETF | S&P 500 | 56 | -4.58% | May 14, 2019 | PGIIX vs VUSA.L | |
| Wasatch Global Value Fund Investor Class Shares | Global Equities | 92 | 6.04% | Sep 25, 1996 | PGIIX vs FMIEX | |
| JPMorgan Global Allocation Fund A | Global Equities | 30 | -5.28% | May 31, 2011 | PGIIX vs GAOAX |
Compare PGIIX with Any Fund or Stock
Compare PGIIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.