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 274 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Growth Index Fund Institutional Shares | 0.03% | 378.80B | May 1998 | POLIX vs VIGIX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.75B | Dec 2017 | POLIX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | POLIX vs FSPGX | |
| Vanguard Russell 1000 Growth Index Fund Institutio... | 0.05% | — | Dec 2010 | POLIX vs VRGWX | |
| Nuveen Large Cap Growth Index Fund R6 Class | 0.05% | — | Oct 2002 | POLIX vs TILIX |
Best Risk-Adjusted Alternatives to POLIX
POLIX has a PortfoliosLab risk / return rank of 1. There are 416 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Davis New York Venture Fund Class Y | 90 | — | Feb 1969 | POLIX vs DNVYX | |
| Vanguard PRIMECAP Fund Investor Shares | 90 | 96.10B | Nov 1984 | POLIX vs VPMCX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 84 | 32.70B | Nov 2001 | POLIX vs VHCAX | |
| Chase Growth Fund | 82 | — | Dec 1997 | POLIX vs CHASX | |
| Fidelity Stock Selector All Cap Fund | 80 | — | Sep 1990 | POLIX vs FDSSX |
Top Performing POLIX Alternatives (YTD)
POLIX is at -11.86% YTD. There are 417 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 28.40%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| ICON Equity Fund | 28.40% | — | Oct 2002 | POLIX vs IOLZX | |
| Chase Growth Fund | 22.47% | — | Dec 1997 | POLIX vs CHASX | |
| Chase Growth Fund Institutional Class | 22.42% | — | Jan 2007 | POLIX vs CHAIX | |
| Fidelity SAI U.S. Momentum Index Fund | 20.70% | — | Feb 2017 | POLIX vs FUMIX | |
| Vanguard PRIMECAP Fund Investor Shares | 20.64% | 96.10B | Nov 1984 | POLIX vs VPMCX |
Lowest Volatility Alternatives to POLIX
POLIX has 17.79% 1-year volatility. There are 239 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.77%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 6.77% | — | Sep 2019 | POLIX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.96% | — | Jan 2005 | POLIX vs MEIFX | |
| CIBC Atlas Equity Income Fund | 10.24% | — | Apr 2010 | POLIX vs AWYIX | |
| Marshfield Concentrated Opportunity Fund | 10.40% | — | Dec 2015 | POLIX vs MRFOX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.57% | — | Sep 2018 | POLIX vs GQEPX |
Lowest Drawdown Alternatives to POLIX
POLIX has a 1-year max drawdown of -23.94%. There are 402 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -3.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | POLIX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | POLIX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | POLIX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | POLIX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | POLIX vs DNVYX |
Other Mutual Funds from Polen
The 5 most viewed Polen mutual funds shown here include PBSIX, DDJIX, PGIIX 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 | 34 | 18.10% | — | Nov 2017 | POLIX vs PBSIX | |
| Polen DDJ Opportunistic High Yield Fund | High Yield Bonds | 5 | -0.14% | — | Jul 2015 | POLIX vs DDJIX | |
| Polen Global Growth Fund | Global Equities | 1 | -6.88% | — | Dec 2014 | POLIX vs PGIIX | |
| Polen International Growth Fund | Foreign Large Cap Equities | 1 | -4.84% | — | Dec 2016 | POLIX vs POIIX | |
| Polen Global Emerging Markets Growth Fund | Emerging Markets Equities | 3 | -9.73% | — | 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