Polaris Global Value Fund (PGVFX) 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 PGVFX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PGVFX
PGVFX charges 0.99% annually. There are 132 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 Equity Allocation Fund | 0.01% | — | Nov 1996 | PGVFX vs GMGEX | |
| GMO Global Developed Equity Allocation Fund | 0.01% | — | Jun 2005 | PGVFX vs GWOAX | |
| State Street Global All Cap Equity ex-U.S. Index F... | 0.07% | — | Sep 2014 | PGVFX vs SSGLX | |
| Vanguard Total World Stock Index Fund Admiral Shar... | 0.09% | 97.00B | Feb 2019 | PGVFX vs VTWAX | |
| USAA Cornerstone Equity Fund | 0.09% | — | Jun 2012 | PGVFX vs UCEQX |
Best Risk-Adjusted Alternatives to PGVFX
PGVFX has a PortfoliosLab risk / return rank of 97. There are 3 mutual funds in the Global Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| LSV Global Managed Volatility Fund | 97 | — | Jun 2014 | PGVFX vs LVAFX | |
| LSV Global Value Fund | 97 | — | Jun 2014 | PGVFX vs LVAGX | |
| Wasatch Global Value Fund Investor Class Shares | 97 | — | Sep 1996 | PGVFX vs FMIEX | |
| MainStay Epoch Global Equity Yield Fund | 96 | — | Dec 2005 | PGVFX vs EPSYX | |
| John Hancock Global Shareholder Yield Fund | 96 | — | Feb 2007 | PGVFX vs JGYIX |
Top Performing PGVFX Alternatives (YTD)
PGVFX is at 22.80% YTD. There are 4 mutual funds in the Global Equities category with higher YTD returns, going as high as 25.53%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| AMG Yacktman Global Fund | 25.53% | — | Jan 2017 | PGVFX vs YFSIX | |
| AMG Yacktman Global Fund Class N | 25.34% | — | — | PGVFX vs YFSNX | |
| T. Rowe Price Global Technology Fund I Class | 25.18% | — | Nov 2016 | PGVFX vs PGTIX | |
| LSV Global Value Fund | 24.72% | — | Jun 2014 | PGVFX vs LVAGX | |
| MainStay Epoch Global Equity Yield Fund | 21.21% | — | Dec 2005 | PGVFX vs EPSYX |
Lowest Volatility Alternatives to PGVFX
PGVFX has 12.50% 1-year volatility. There are 53 mutual funds in the Global Equities category with lower 1-year volatility, going as low as 6.90%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Catalyst/Millburn Hedge Strategy Fund | 6.90% | — | Dec 2015 | PGVFX vs MBXAX | |
| Catalyst/Millburn Hedge Strategy Fund Class I | 6.93% | — | Dec 1996 | PGVFX vs MBXIX | |
| Vanguard Global Minimum Volatility Fund Investor S... | 6.97% | 2.00B | Dec 2013 | PGVFX vs VMVFX | |
| Vanguard Global Minimum Volatility Fund Admiral Sh... | 6.99% | 2.00B | Dec 2013 | PGVFX vs VMNVX | |
| SEI Institutional Managed Trust Global Managed Vol... | 7.41% | — | Jul 2006 | PGVFX vs SVTAX |
Lowest Drawdown Alternatives to PGVFX
PGVFX has a 1-year max drawdown of -8.76%. There are 39 mutual funds in the Global Equities category with shallower 1-year drawdowns, going as shallow as -3.85%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Catalyst/Millburn Hedge Strategy Fund Class I | -3.85% | — | Dec 1996 | PGVFX vs MBXIX | |
| Catalyst/Millburn Hedge Strategy Fund | -3.89% | — | Dec 2015 | PGVFX vs MBXAX | |
| Russell Investment Tax-Managed Real Assets Fund | -5.21% | — | Jun 2019 | PGVFX vs RTXAX | |
| LSV Global Managed Volatility Fund | -5.76% | — | Jun 2014 | PGVFX vs LVAFX | |
| SEI Institutional Investments Trust Global Managed... | -5.88% | — | Jan 2016 | PGVFX vs SGMAX |
Often Compared With PGVFX
Investors most often compare PGVFX with JPGL.DE, GQFPX, VGPMX. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare PGVFX with Any Fund or Stock
Compare PGVFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PGVFX with funds that move differently
Polaris Global Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PGVFX.
Explore PGVFX Diversifiers