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 a closer substitute for your current allocation.
Cheapest Alternatives to POLIX
POLIX charges 0.96% annually. There are 278 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | — | Mar 2022 | POLIX vs ACIHX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 5.10B | Dec 2017 | POLIX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | POLIX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 365.00B | May 1998 | POLIX vs VIGIX | |
| TIAA-CREF Large-Cap Growth Index Fund | 0.05% | — | Oct 2002 | POLIX vs TILIX |
Best Risk-Adjusted Alternatives to POLIX
POLIX has a PortfoliosLab risk / return rank of 3. There are 412 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Emerald Insights Fund | 98 | — | Aug 2014 | POLIX vs EFCNX | |
| Vanguard PRIMECAP Fund Investor Shares | 94 | 82.00B | Nov 1984 | POLIX vs VPMCX | |
| PrimeCap Odyssey Growth Fund | 93 | — | Nov 2004 | POLIX vs POGRX | |
| Fidelity OTC Portfolio Class K | 93 | — | May 2008 | POLIX vs FOCKX | |
| Fidelity OTC Portfolio | 92 | — | Dec 1984 | POLIX vs FOCPX |
Top Performing POLIX Alternatives (YTD)
POLIX is at -3.38% YTD. There are 416 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 61.66%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 61.66% | — | Mar 2020 | POLIX vs ONERX | |
| Columbia Global Technology Growth Fund Class A | 30.14% | — | Nov 2000 | POLIX vs CTCAX | |
| Rydex S&P 500 Pure Growth Fund | 28.96% | — | Feb 2004 | POLIX vs RYGRX | |
| Fidelity OTC K6 Portfolio | 26.86% | — | Jun 2019 | POLIX vs FOKFX | |
| Fidelity OTC Portfolio Class K | 26.69% | — | May 2008 | POLIX vs FOCKX |
Lowest Volatility Alternatives to POLIX
POLIX has 16.72% 1-year volatility. There are 309 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.88%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.88% | — | Sep 2019 | POLIX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.26% | — | Jan 2005 | POLIX vs MEIFX | |
| Emerald Insights Fund | 9.29% | — | Aug 2014 | POLIX vs EFCNX | |
| Marshfield Concentrated Opportunity Fund | 9.78% | — | Dec 2015 | POLIX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 9.90% | — | Apr 2010 | POLIX vs AWYIX |
Lowest Drawdown Alternatives to POLIX
POLIX has a 1-year max drawdown of -23.94%. There are 406 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -2.90%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Emerald Insights Fund | -2.90% | — | Aug 2014 | POLIX vs EFCNX | |
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | POLIX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | POLIX vs MEIFX | |
| GQG Partners US Select Quality Equity Fund Investo... | -6.77% | — | Sep 2018 | POLIX vs GQEPX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | POLIX vs AQEIX |
Other Mutual Funds from Polen Capital
The 5 most viewed Polen Capital mutual funds shown here include PBSIX, PGIIX, DDJIX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Polen U.S. Small Company Growth Fund | Small Cap Growth Equities | 59 | 29.99% | — | Nov 2017 | POLIX vs PBSIX | |
| Polen Global Growth Fund | Global Equities | 2 | -3.33% | — | Dec 2014 | POLIX vs PGIIX | |
| Polen DDJ Opportunistic High Yield Fund | High Yield Bonds | 9 | 1.02% | — | Jul 2015 | POLIX vs DDJIX | |
| Polen International Growth Fund | Foreign Large Cap Equities | 1 | -5.94% | — | Dec 2016 | POLIX vs POIIX | |
| Polen Global Emerging Markets Growth Fund | Emerging Markets Diversified | — | 3.31% | — | Oct 2020 | POLIX vs PGEIX |
Often Compared With POLIX
Investors most often compare POLIX with OLGAX, WCMIX, VOO. These 20 comparison targets span 11 categories, 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.
Pair POLIX with funds that move differently
Polen Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to POLIX.
Explore POLIX Diversifiers