Polen Growth Fund (POLIX) Alternatives
Polen Growth Fund (POLIX) belongs to the Large Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with POLIX. 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 POLIX
POLIX charges 0.96% annually. Among mutual funds in the Large Cap Growth Equities category, these options have the lowest expense ratios among POLIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | Mar 1, 2022 | POLIX vs ACIHX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | POLIX vs FSPGX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | Dec 20, 2017 | POLIX vs SWLGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | May 14, 1998 | POLIX vs VIGIX | |
| TIAA-CREF Large-Cap Growth Index Fund | 0.05% | Oct 1, 2002 | POLIX vs TILIX |
Best Risk-Adjusted Alternatives to POLIX
Among mutual funds in the Large Cap Growth 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 | |
|---|---|---|---|---|
| One Rock Fund | 87 | Mar 6, 2020 | POLIX vs ONERX | |
| Adams Diversified Equity Fund, Inc. | 83 | Jan 2, 1990 | POLIX vs ADX | |
| Fidelity Series Growth Company Fund | 82 | Nov 7, 2013 | POLIX vs FCGSX | |
| Baron Partners Fund | 81 | Apr 30, 2003 | POLIX vs BPTRX | |
| Vanguard Developed Markets Index Fund Admiral Shar... | 81 | Aug 17, 1999 | POLIX vs VTMGX |
Top Performing POLIX Alternatives (YTD)
POLIX alternatives from the Large Cap Growth Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| GQG Partners US Select Quality Equity Fund Investo... | 9.79% | Sep 28, 2018 | POLIX vs GQEPX | |
| BBH Select Series - Large Cap Fund | 1.58% | Sep 9, 2019 | POLIX vs BBLIX | |
| Emerald Insights Fund | 0.00% | Aug 1, 2014 | POLIX vs EFCNX | |
| Vanguard Developed Markets Index Fund Admiral Shar... | -0.48% | Aug 17, 1999 | POLIX vs VTMGX | |
| American Growth Fund Series One | -1.31% | Jul 31, 1958 | POLIX vs AMRGX |
Lowest Volatility Alternatives to POLIX
POLIX alternatives from the Large Cap Growth Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| AMG Veritas Global Real Return Fund | 10.98% | Jan 10, 1991 | POLIX vs BLUEX | |
| Marshfield Concentrated Opportunity Fund | 11.79% | Dec 29, 2015 | POLIX vs MRFOX | |
| Guggenheim Directional Allocation Fund | 12.40% | Jun 18, 2012 | POLIX vs TVRIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 12.43% | Sep 28, 2018 | POLIX vs GQEPX | |
| Provident Trust Strategy Fund | 14.45% | Dec 30, 1986 | POLIX vs PROVX |
Lowest Drawdown Alternatives to POLIX
POLIX alternatives from the Large Cap Growth Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Marshfield Concentrated Opportunity Fund | -7.09% | Dec 29, 2015 | POLIX vs MRFOX | |
| Guggenheim Directional Allocation Fund | -8.45% | Jun 18, 2012 | POLIX vs TVRIX | |
| GQG Partners US Select Quality Equity Fund Investo... | -8.71% | Sep 28, 2018 | POLIX vs GQEPX | |
| Meridian Enhanced Equity Fund | -8.99% | Jan 31, 2005 | POLIX vs MEIFX | |
| BBH Select Series - Large Cap Fund | -10.22% | Sep 9, 2019 | POLIX vs BBLIX |
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 Global Growth Fund | Global Equities | 1 | -17.81% | Dec 29, 2014 | POLIX vs PGIIX | |
| Polen DDJ Opportunistic High Yield Fund | High Yield Bonds | 15 | -1.13% | Jul 16, 2015 | POLIX vs DDJIX | |
| Polen U.S. Small Company Growth Fund | Small Cap Growth Equities | 37 | -3.41% | Nov 1, 2017 | POLIX vs PBSIX | |
| Polen International Growth Fund | Foreign Large Cap Equities | 0 | -16.09% | Dec 29, 2016 | POLIX vs POIIX | |
| Polen Global Emerging Markets Growth Fund | Emerging Markets Diversified | — | -2.71% | Oct 15, 2020 | POLIX vs PGEIX |
Often Compared With POLIX
What investors most often compare with POLIX, based on PortfoliosLab usage data.
Compare POLIX with Any Fund or Stock
Compare POLIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.