Polen International Growth Fund (POIIX) Alternatives
Polen International Growth Fund (POIIX) belongs to the Foreign Large Cap Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with POIIX. 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 POIIX
POIIX charges 1.03% annually. Among mutual funds in the Foreign Large Cap Equities category, these options have the lowest expense ratios among POIIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Series Global ex U.S. Index Fund | 0.01% | Sep 29, 2009 | POIIX vs FSGEX | |
| Fidelity Series International Value Fund | 0.01% | Dec 3, 2009 | POIIX vs FINVX | |
| Fidelity Series Overseas Fund | 0.01% | Jun 21, 2019 | POIIX vs FSOSX | |
| Fidelity Series International Growth Fund | 0.01% | Dec 3, 2009 | POIIX vs FIGSX | |
| Fidelity Series International Index Fund | 0.01% | Aug 17, 2018 | POIIX vs FHLFX |
Best Risk-Adjusted Alternatives to POIIX
Among mutual funds in the Foreign Large Cap 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 | |
|---|---|---|---|---|
| Kopernik International Fund | 98 | Jun 29, 2015 | POIIX vs KGIIX | |
| EuroPac International Dividend Income Fund | 97 | Jan 9, 2014 | POIIX vs EPDIX | |
| EuroPac International Dividend Income Fund Class A | 97 | Jan 10, 2014 | POIIX vs EPDPX | |
| American Beacon Tocqueville International Value Fu... | 96 | Aug 1, 1994 | POIIX vs TIVFX | |
| GMO Tax-Managed International Equities Fund | 95 | Jul 28, 1998 | POIIX vs GTMIX |
Top Performing POIIX Alternatives (YTD)
POIIX alternatives from the Foreign Large Cap Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| American Beacon Tocqueville International Value Fu... | 10.36% | Aug 1, 1994 | POIIX vs TIVFX | |
| PIMCO RAE International Fund | 8.42% | Jun 4, 2015 | POIIX vs PPYPX | |
| PIMCO RAE Global ex-US Fund | 7.89% | Jun 4, 2015 | POIIX vs PZRIX | |
| PIMCO RAE PLUS International Fund | 7.77% | Sep 29, 2011 | POIIX vs PTSIX | |
| Kopernik International Fund | 5.93% | Jun 29, 2015 | POIIX vs KGIIX |
Lowest Volatility Alternatives to POIIX
POIIX alternatives from the Foreign Large Cap Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Tweedy, Browne International Value Fund | 12.26% | Jun 14, 1993 | POIIX vs TBGVX | |
| Fidelity SAI International Low Volatility Index Fu... | 12.28% | May 29, 2015 | POIIX vs FSKLX | |
| GQG Partners International Quality Dividend Income... | 12.39% | Jun 29, 2021 | POIIX vs GQJPX | |
| Goldman Sachs GQG Partners International Opportuni... | 12.47% | Dec 15, 2016 | POIIX vs GSIMX | |
| Goldman Sachs GQG Partners International Opportuni... | 12.48% | Dec 14, 2016 | POIIX vs GSINX |
Lowest Drawdown Alternatives to POIIX
POIIX alternatives from the Foreign Large Cap Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Federated Hermes International Strategic Value Div... | -8.47% | Jun 3, 2008 | POIIX vs IVFIX | |
| SEI Institutional Managed Trust Tax-Managed Intern... | -8.55% | Oct 16, 2016 | POIIX vs SIMYX | |
| Fidelity SAI International Low Volatility Index Fu... | -8.64% | May 29, 2015 | POIIX vs FSKLX | |
| Goldman Sachs GQG Partners International Opportuni... | -8.74% | Dec 14, 2016 | POIIX vs GSINX | |
| Goldman Sachs GQG Partners International Opportuni... | -8.75% | Dec 15, 2016 | POIIX vs GSIMX |
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 | POIIX vs POLIX | |
| Polen Global Growth Fund | Global Equities | 1 | -17.81% | Dec 29, 2014 | POIIX vs PGIIX | |
| Polen DDJ Opportunistic High Yield Fund | High Yield Bonds | 15 | -1.13% | Jul 16, 2015 | POIIX vs DDJIX | |
| Polen U.S. Small Company Growth Fund | Small Cap Growth Equities | 37 | -3.41% | Nov 1, 2017 | POIIX vs PBSIX | |
| Polen Global Emerging Markets Growth Fund | Emerging Markets Diversified | — | -2.71% | Oct 15, 2020 | POIIX vs PGEIX |
Often Compared With POIIX
What investors most often compare with POIIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Oakmark International Fund | Foreign Large Cap Equities | 23 | -8.71% | Sep 29, 1992 | POIIX vs OAKIX | |
| Vanguard FTSE Developed Markets ETF | Foreign Large Cap Equities | 87 | 2.75% | Jul 20, 2007 | POIIX vs VEA | |
| AQR International Defensive Style Fund | Foreign Large Cap Equities | 53 | -0.25% | Jul 9, 2012 | POIIX vs ANDIX | |
| Artisan International Fund Institutional Class | Foreign Large Cap Equities | 89 | 3.79% | Jul 1, 1997 | POIIX vs APHIX | |
| Touchstone International Equity Fund | Foreign Large Cap Equities | 94 | 2.74% | Mar 1, 1993 | POIIX vs SWRLX |
Compare POIIX with Any Fund or Stock
Compare POIIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.