Polar Capital Emerging Market Stars Fund (POLEX) belongs to the Emerging Markets Equities 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 81 mutual funds in the Emerging Markets Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Emerging Markets Fund | 0.01% | — | Aug 2018 | POLEX vs FHKFX | |
| Fidelity Series Emerging Markets Opportunities Fun... | 0.01% | — | Dec 2008 | POLEX vs FEMSX | |
| 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 | |
| Vanguard Emerging Markets Index Fund Institutional... | 0.08% | 163.30B | Dec 2010 | POLEX vs VEMRX |
Best Risk-Adjusted Alternatives to POLEX
POLEX has a PortfoliosLab risk / return rank of 34. There are 161 mutual funds in the Emerging Markets Equities category with higher risk-adjusted ranks, going as high as 93.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Lazard Emerging Markets Equity Portfolio Class R6 | 93 | — | — | POLEX vs RLEMX | |
| Lazard Emerging Markets Equity Portfolio | 92 | — | Jul 1994 | POLEX vs LZEMX | |
| Ashmore Emerging Markets Small Cap Equity Fund | 92 | — | Oct 2011 | POLEX vs ESCIX | |
| Delaware Emerging Markets Fund | 87 | — | Jun 1996 | POLEX vs DEMIX | |
| Nomura Emerging Markets Fund Class A | 87 | — | Jun 1996 | POLEX vs DEMAX |
Top Performing POLEX Alternatives (YTD)
POLEX is at 7.95% YTD. There are 171 mutual funds in the Emerging Markets Equities category with higher YTD returns, going as high as 55.62%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Delaware Emerging Markets Fund | 55.62% | — | Jun 1996 | POLEX vs DEMIX | |
| Nomura Emerging Markets Fund Class A | 55.40% | — | Jun 1996 | POLEX vs DEMAX | |
| Nomura Emerging Markets Fund Class C | 54.73% | — | Jun 1996 | POLEX vs DEMCX | |
| Franklin Templeton SMACS: Series EM | 40.66% | — | Nov 2021 | POLEX vs FQEMX | |
| GMO Emerging Markets ex-China Fund | 32.26% | — | Oct 2021 | POLEX vs GMAQX |
Lowest Volatility Alternatives to POLEX
POLEX has 26.48% 1-year volatility. There are 197 mutual funds in the Emerging Markets Equities category with lower 1-year volatility, going as low as 9.88%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs GQG Partners International Opportuni... | 9.88% | — | Dec 2016 | POLEX vs GSIYX | |
| Ashmore Emerging Markets Small Cap Equity Fund | 10.28% | — | Oct 2011 | POLEX vs ESCIX | |
| GQG Partners Emerging Markets Equity Fund | 11.36% | — | Dec 2016 | POLEX vs GQGPX | |
| GQG Partners Emerging Markets Equity Fund Institut... | 11.38% | — | — | POLEX vs GQGIX | |
| Fidelity SAI Emerging Markets Low Volatility Index... | 11.63% | — | Jan 2019 | POLEX vs FGKPX |
Lowest Drawdown Alternatives to POLEX
POLEX has a 1-year max drawdown of -16.67%. There are 185 mutual funds in the Emerging Markets Equities 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 | |
| Fidelity SAI Emerging Markets Low Volatility Index... | -6.93% | — | Jan 2019 | POLEX vs FGKPX | |
| Goldman Sachs GQG Partners International Opportuni... | -7.81% | — | Dec 2016 | POLEX vs GSIYX | |
| BlackRock Defensive Advantage Emerging Markets Fun... | -8.89% | — | Dec 2020 | POLEX vs BADEX | |
| The Cook & Bynum Fund | -8.95% | — | Jun 2009 | POLEX vs COBYX |
Often Compared With POLEX
Investors most often compare POLEX with VIESX, SSKEX, EAEMX. These 18 comparison targets span 1 categories, based on PortfoliosLab usage data.
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