Polar Capital Emerging Market Stars Fund (POLEX) belongs to the Emerging Markets Diversified category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with POLEX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to POLEX
POLEX charges 1.00% annually. There are 62 mutual funds in the Emerging Markets Diversified category with lower expense ratios, going as low as 0.08%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Emerging Markets Index Fund | 0.08% | — | Sep 2011 | POLEX vs FPADX | |
| Fidelity SAI Emerging Markets Index Fund | 0.08% | — | Jan 2016 | POLEX vs FERGX | |
| Franklin Emerging Market Core Equity (IU) Fund Adv... | 0.17% | — | Jul 2019 | POLEX vs FCEEX | |
| State Street Emerging Markets Equity Index Fund | 0.17% | — | Dec 2015 | POLEX vs SSKEX | |
| UBS Emerging Markets Equity Opportunity Fund | 0.19% | — | May 2018 | POLEX vs EMPTX |
Best Risk-Adjusted Alternatives to POLEX
POLEX has a PortfoliosLab risk / return rank of 77. There are 98 mutual funds in the Emerging Markets Diversified category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Delaware Emerging Markets Fund | 97 | — | Jun 1996 | POLEX vs DEMIX | |
| Franklin Templeton SMACS: Series EM | 96 | — | Nov 2021 | POLEX vs FQEMX | |
| Martin Currie SMA-Shares Series EM Fund | 95 | — | Jan 2018 | POLEX vs LCSMX | |
| GMO Emerging Markets ex-China Fund | 94 | — | Oct 2021 | POLEX vs GMAQX | |
| Invesco EQV Emerging Markets All Cap Fd | 93 | — | Jan 1994 | POLEX vs GTDDX |
Top Performing POLEX Alternatives (YTD)
POLEX is at 26.01% YTD. There are 75 mutual funds in the Emerging Markets Diversified category with higher YTD returns, going as high as 129.92%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Delaware Emerging Markets Fund | 129.92% | — | Jun 1996 | POLEX vs DEMIX | |
| Franklin Templeton SMACS: Series EM | 81.64% | — | Nov 2021 | POLEX vs FQEMX | |
| Martin Currie SMA-Shares Series EM Fund | 63.03% | — | Jan 2018 | POLEX vs LCSMX | |
| GMO Emerging Markets ex-China Fund | 47.75% | — | Oct 2021 | POLEX vs GMAQX | |
| Invesco EQV Emerging Markets All Cap Fd | 45.47% | — | Jan 1994 | POLEX vs GTDDX |
Lowest Volatility Alternatives to POLEX
POLEX has 24.39% 1-year volatility. There are 159 mutual funds in the Emerging Markets Diversified category with lower 1-year volatility, going as low as 10.80%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Ashmore Emerging Markets Small Cap Equity Fund | 10.80% | — | Oct 2011 | POLEX vs ESCIX | |
| GQG Partners Emerging Markets Equity Fund | 11.40% | — | Dec 2016 | POLEX vs GQGPX | |
| Virtus KAR Emerging Markets Small-Cap Fund | 11.46% | — | Dec 2013 | POLEX vs VIESX | |
| The Cook & Bynum Fund | 11.85% | — | Jun 2009 | POLEX vs COBYX | |
| BlackRock Defensive Advantage Emerging Markets Fun... | 12.03% | — | Dec 2020 | POLEX vs BADEX |
Lowest Drawdown Alternatives to POLEX
POLEX has a 1-year max drawdown of -13.75%. There are 122 mutual funds in the Emerging Markets Diversified category with shallower 1-year drawdowns, going as shallow as -5.70%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Ashmore Emerging Markets Small Cap Equity Fund | -5.70% | — | Oct 2011 | POLEX vs ESCIX | |
| Wasatch Emerging Markets Small Cap Fund | -7.89% | — | Sep 2007 | POLEX vs WAEMX | |
| BlackRock Defensive Advantage Emerging Markets Fun... | -8.89% | — | Dec 2020 | POLEX vs BADEX | |
| The Cook & Bynum Fund | -8.95% | — | Jun 2009 | POLEX vs COBYX | |
| GQG Partners Emerging Markets Equity Fund | -9.12% | — | Dec 2016 | POLEX vs GQGPX |
Often Compared With POLEX
Investors most often compare POLEX with EAEMX, EITEX, DRESX. These 8 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Parametric Emerging Markets Fund | Emerging Markets Diversified | 58 | 9.54% | — | Jun 2006 | POLEX vs EAEMX | |
| Parametric Tax-Managed Emerging Markets Fund | Emerging Markets Diversified | 59 | 9.55% | — | Jun 1998 | POLEX vs EITEX | |
| Driehaus Emerging Markets Small Cap Growth Fund | Emerging Markets Diversified | 57 | 16.01% | — | Aug 2011 | POLEX vs DRESX | |
| TIAA-CREF Emerging Markets Equity Index Fund | Emerging Markets Diversified | 79 | 26.07% | — | Aug 2010 | POLEX vs TEQLX | |
| abrdn Emerging Markets ex-China Fund | Emerging Markets Diversified | 91 | 43.66% | — | Aug 2000 | POLEX vs GLLSX | |
| PGIM Jennison Emerging Markets Equity Opportunitie... | Emerging Markets Diversified | 43 | 29.79% | — | Sep 2014 | POLEX vs PDEZX | |
| LSV Emerging Markets Equity Fund | Emerging Markets Diversified | 92 | 30.58% | — | Jan 2019 | POLEX vs LVAZX | |
| Voya Multi-Manager Emerging Markets Equity Fund | Emerging Markets Diversified | 91 | 37.54% | — | Oct 2011 | POLEX vs IEMGX |
Compare POLEX with Any Fund or Stock
Compare POLEX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair POLEX with funds that move differently
Polar Capital Emerging Market Stars Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to POLEX.
Explore POLEX Diversifiers