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 a closer substitute for your current allocation.
Cheapest Alternatives to POIIX
POIIX charges 1.03% annually. There are 296 mutual funds in the Foreign Large Cap Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series International Value Fund | 0.01% | — | Dec 2009 | POIIX vs FINVX | |
| Fidelity Series Global ex U.S. Index Fund | 0.01% | — | Sep 2009 | POIIX vs FSGEX | |
| Fidelity Series International Growth Fund | 0.01% | — | Dec 2009 | POIIX vs FIGSX | |
| Fidelity Series Overseas Fund | 0.01% | — | Jun 2019 | POIIX vs FSOSX | |
| Fidelity Series International Index Fund | 0.01% | — | Aug 2018 | POIIX vs FHLFX |
Best Risk-Adjusted Alternatives to POIIX
POIIX has a PortfoliosLab risk / return rank of 1. There are 424 mutual funds in the Foreign Large Cap Equities category with higher risk-adjusted ranks, going as high as 93.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Tax-Managed International Equities Fund | 93 | — | Jul 1998 | POIIX vs GTMIX | |
| Touchstone International Equity Fund | 90 | — | Mar 1993 | POIIX vs SWRLX | |
| SA International Value Fund | 90 | — | Aug 1999 | POIIX vs SAHMX | |
| GMO International Developed Equity Allocation Fund | 87 | — | Jun 2006 | POIIX vs GIOTX | |
| Dunham International Stock Fund | 87 | — | Dec 2004 | POIIX vs DCINX |
Top Performing POIIX Alternatives (YTD)
POIIX is at -6.33% YTD. There are 427 mutual funds in the Foreign Large Cap Equities category with higher YTD returns, going as high as 25.92%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Tocqueville International Value Fu... | 25.92% | — | Aug 1994 | POIIX vs TIVFX | |
| Fidelity SAI International SMA Completion Fund | 22.63% | — | Apr 2019 | POIIX vs FISZX | |
| Calamos International Growth Fund | 21.65% | — | Mar 2005 | POIIX vs CIGIX | |
| Dunham International Stock Fund | 21.30% | — | Dec 2004 | POIIX vs DCINX | |
| Lord Abbett International Growth Fund | 20.38% | — | Jun 2021 | POIIX vs LIAGX |
Lowest Volatility Alternatives to POIIX
POIIX has 20.52% 1-year volatility. There are 411 mutual funds in the Foreign Large Cap Equities category with lower 1-year volatility, going as low as 8.26%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor Overseas Fund Class C | 8.26% | — | Nov 1997 | POIIX vs FAOCX | |
| Fidelity Advisor Overseas Fund Class Z | 8.27% | — | Feb 2017 | POIIX vs FAOSX | |
| Fidelity Advisor Overseas Fund Class A | 8.28% | — | Sep 1996 | POIIX vs FAOAX | |
| Fidelity Advisor Overseas Fund Class I | 8.28% | — | Jul 1995 | POIIX vs FAOIX | |
| Fidelity Advisor Overseas Fund Class M | 8.29% | — | Apr 1990 | POIIX vs FAERX |
Lowest Drawdown Alternatives to POIIX
POIIX has a 1-year max drawdown of -22.05%. There are 423 mutual funds in the Foreign Large Cap Equities category with shallower 1-year drawdowns, going as shallow as -6.94%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Redwood AlphaFactor Tactical International Fund | -6.94% | — | Nov 2017 | POIIX vs RWIIX | |
| Federated Hermes International Strategic Value Div... | -6.97% | — | Jun 2008 | POIIX vs IVFIX | |
| Fidelity Advisor Overseas Fund Class Z | -7.26% | — | Feb 2017 | POIIX vs FAOSX | |
| Fidelity Advisor Overseas Fund Class I | -7.28% | — | Jul 1995 | POIIX vs FAOIX | |
| Fidelity Advisor Overseas Fund Class M | -7.29% | — | Apr 1990 | POIIX vs FAERX |
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 | -10.80% | — | Sep 2010 | POIIX vs POLIX | |
| Polen U.S. Small Company Growth Fund | Small Cap Growth Equities | 59 | 21.57% | — | Nov 2017 | POIIX vs PBSIX | |
| Polen Global Growth Fund | Global Equities | 2 | -6.21% | — | Dec 2014 | POIIX vs PGIIX | |
| Polen DDJ Opportunistic High Yield Fund | High Yield Bonds | 8 | 0.75% | — | Jul 2015 | POIIX vs DDJIX | |
| Polen Global Emerging Markets Growth Fund | Emerging Markets Diversified | 3 | -7.02% | — | Oct 2020 | POIIX vs PGEIX |
Often Compared With POIIX
Investors most often compare POIIX with OAKIX, VEA, TBGVX. These 20 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare POIIX with Any Fund or Stock
Compare POIIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair POIIX with funds that move differently
Polen International Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to POIIX.
Explore POIIX Diversifiers