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 272 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% | 4.94B | Dec 2017 | POLIX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | POLIX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | POLIX vs VIGIX | |
| Vanguard Russell 1000 Growth Index Fund Institutio... | 0.05% | — | Dec 2010 | POLIX vs VRGWX |
Best Risk-Adjusted Alternatives to POLIX
POLIX has a PortfoliosLab risk / return rank of 1. There are 411 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 91 | 92.00B | Nov 1984 | POLIX vs VPMCX | |
| Chase Growth Fund Institutional Class | 90 | — | Jan 2007 | POLIX vs CHAIX | |
| Chase Growth Fund | 89 | — | Dec 1997 | POLIX vs CHASX | |
| One Rock Fund | 89 | — | Mar 2020 | POLIX vs ONERX | |
| Fidelity Series Growth Company Fund | 88 | — | Nov 2013 | POLIX vs FCGSX |
Top Performing POLIX Alternatives (YTD)
POLIX is at -10.21% YTD. There are 415 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 61.33%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 61.33% | — | Mar 2020 | POLIX vs ONERX | |
| Rydex S&P 500 Pure Growth Fund | 29.02% | — | Feb 2004 | POLIX vs RYGRX | |
| ICON Equity Fund | 28.44% | — | Oct 2002 | POLIX vs IOLZX | |
| Fidelity SAI U.S. Momentum Index Fund | 27.33% | — | Feb 2017 | POLIX vs FUMIX | |
| Chase Growth Fund | 26.84% | — | Dec 1997 | POLIX vs CHASX |
Lowest Volatility Alternatives to POLIX
POLIX has 17.40% 1-year volatility. There are 249 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 6.86% | — | Sep 2019 | POLIX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.73% | — | Jan 2005 | POLIX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 10.02% | — | Dec 2015 | POLIX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.18% | — | Apr 2010 | POLIX vs AWYIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.65% | — | Sep 2018 | POLIX vs GQEPX |
Lowest Drawdown Alternatives to POLIX
POLIX has a 1-year max drawdown of -23.94%. There are 398 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 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 | 62 | 25.03% | — | Nov 2017 | POLIX vs PBSIX | |
| Polen Global Growth Fund | Global Equities | 2 | -5.67% | — | Dec 2014 | POLIX vs PGIIX | |
| Polen DDJ Opportunistic High Yield Fund | High Yield Bonds | 8 | 0.90% | — | Jul 2015 | POLIX vs DDJIX | |
| Polen International Growth Fund | Foreign Large Cap Equities | 1 | -5.04% | — | Dec 2016 | POLIX vs POIIX | |
| Polen Global Emerging Markets Growth Fund | Emerging Markets Diversified | 4 | -2.71% | — | Oct 2020 | POLIX vs PGEIX |
Often Compared With POLIX
Investors most often compare POLIX with OLGAX, WCMIX, VOO. These 20 comparison targets span 12 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