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 a closer substitute for your current allocation.
Cheapest Alternatives to PGIIX
PGIIX charges 0.99% annually. There are 130 mutual funds in the Global Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Global Developed Equity Allocation Fund | 0.01% | — | Jun 2005 | PGIIX vs GWOAX | |
| GMO Global Equity Allocation Fund | 0.01% | — | Nov 1996 | PGIIX vs GMGEX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | — | Sep 2014 | PGIIX vs SSGLX | |
| USAA Cornerstone Equity Fund | 0.09% | — | Jun 2012 | PGIIX vs UCEQX | |
| Vanguard Total World Stock Index Fund Admiral Shar... | 0.09% | 95.30B | Feb 2019 | PGIIX vs VTWAX |
Best Risk-Adjusted Alternatives to PGIIX
PGIIX has a PortfoliosLab risk / return rank of 2. There are 240 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Value Fund | 94 | — | Jun 2014 | PGIIX vs LVAGX | |
| MainStay Epoch Global Equity Yield Fund | 93 | — | Dec 2005 | PGIIX vs EPSYX | |
| John Hancock Global Shareholder Yield Fund | 92 | — | Feb 2007 | PGIIX vs JGYIX | |
| Wasatch Global Value Fund Investor Class Shares | 91 | — | Sep 1996 | PGIIX vs FMIEX | |
| Polaris Global Value Fund | 90 | — | May 1998 | PGIIX vs PGVFX |
Top Performing PGIIX Alternatives (YTD)
PGIIX is at -5.89% YTD. There are 243 mutual funds in the Global Equities category with higher YTD returns, going as high as 34.74%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| T. Rowe Price Global Technology Fund I Class | 34.74% | — | Nov 2016 | PGIIX vs PGTIX | |
| Oberweis Global Opportunities Fund | 26.27% | — | Jan 1987 | PGIIX vs OBEGX | |
| LSV Global Value Fund | 23.68% | — | Jun 2014 | PGIIX vs LVAGX | |
| Ariel Global Fund | 22.71% | — | Dec 2011 | PGIIX vs AGLOX | |
| AMG Yacktman Global Fund Class N | 21.13% | — | — | PGIIX vs YFSNX |
Lowest Volatility Alternatives to PGIIX
PGIIX has 16.49% 1-year volatility. There are 184 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 6.98%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Global Minimum Volatility Fund Investor S... | 6.98% | 2.00B | Dec 2013 | PGIIX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 7.00% | 2.00B | Dec 2013 | PGIIX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.23% | — | Jul 2006 | PGIIX vs SVTAX | |
| MFS Global Total Return Fund Class I | 7.54% | — | Sep 1990 | PGIIX vs MFWIX | |
| SEI Institutional Investments Trust Global Managed... | 7.60% | — | Jan 2016 | PGIIX vs SGMAX |
Lowest Drawdown Alternatives to PGIIX
PGIIX has a 1-year max drawdown of -22.38%. There are 239 mutual funds in the Global Equities category with shallower 1-year drawdowns, going as shallow as -5.21%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Russell Investment Tax-Managed Real Assets Fund | -5.21% | — | Jun 2019 | PGIIX vs RTXAX | |
| LSV Global Managed Volatility Fund | -5.76% | — | Jun 2014 | PGIIX vs LVAFX | |
| SEI Institutional Investments Trust Global Managed... | -5.88% | — | Jan 2016 | PGIIX vs SGMAX | |
| Cohen & Steers Global Infrastructure Fund Class A | -5.99% | — | Aug 2017 | PGIIX vs CSUAX | |
| SEI Institutional Managed Trust Global Managed Vol... | -5.99% | — | Jul 2006 | PGIIX vs SVTAX |
Other Mutual Funds from Polen Capital
The 5 most viewed Polen Capital mutual funds shown here include POLIX, PBSIX, DDJIX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Polen Growth Fund | Large Cap Growth Equities | 1 | -10.15% | — | Sep 2010 | PGIIX vs POLIX | |
| Polen U.S. Small Company Growth Fund | Small Cap Growth Equities | 67 | 27.54% | — | Nov 2017 | PGIIX vs PBSIX | |
| Polen DDJ Opportunistic High Yield Fund | High Yield Bonds | 9 | 0.90% | — | Jul 2015 | PGIIX vs DDJIX | |
| Polen International Growth Fund | Foreign Large Cap Equities | 1 | -5.04% | — | Dec 2016 | PGIIX vs POIIX | |
| Polen Global Emerging Markets Growth Fund | Emerging Markets Diversified | 4 | -3.01% | — | Oct 2020 | PGIIX vs PGEIX |
Often Compared With PGIIX
Investors most often compare PGIIX with SPY, QQQ, VUSA.L. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare PGIIX with Any Fund or Stock
Compare PGIIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PGIIX with funds that move differently
Polen Global Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PGIIX.
Explore PGIIX Diversifiers