Princeton Premium Fund (PPFIX) belongs to the Options Trading category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with PPFIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PPFIX
PPFIX charges 1.95% annually. There are 23 mutual funds in the Options Trading category with lower expense ratios, going as low as 0.47%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Parametric Volatility Risk Premium - Defensive Fun... | 0.47% | — | Feb 2017 | PPFIX vs EIVPX | |
| JPMorgan Hedged Equity 2 Fund Class I | 0.60% | — | Feb 2021 | PPFIX vs JHQDX | |
| JPMorgan Hedged Equity 3 Fund | 0.60% | — | Feb 2021 | PPFIX vs JHQTX | |
| Gateway Equity Call Premium Fund | 0.68% | — | Sep 2014 | PPFIX vs GCPYX | |
| Gateway Fund Class Y Shares | 0.70% | — | — | PPFIX vs GTEYX |
Best Risk-Adjusted Alternatives to PPFIX
PPFIX has a PortfoliosLab risk / return rank of 100. No mutual funds in the Options Trading category have higher risk-adjusted ranks; the top alternatives shown here go as high as 93.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| MAI Managed Volatility Fund | 93 | — | Sep 2010 | PPFIX vs MAIPX | |
| Glenmede Secured Options Portfolio | 93 | — | Jun 2010 | PPFIX vs GTSOX | |
| Columbia Seligman Premium Technology Growth Fund | 88 | — | Nov 2009 | PPFIX vs STK | |
| Parametric Volatility Risk Premium - Defensive Fun... | 86 | — | Feb 2017 | PPFIX vs EIVPX | |
| Easterly Hedged Equity Fund | 84 | — | Jul 2015 | PPFIX vs JDIEX |
Top Performing PPFIX Alternatives (YTD)
PPFIX is at 2.80% YTD. There are 21 mutual funds in the Options Trading category with higher YTD returns, going as high as 36.26%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Columbia Seligman Premium Technology Growth Fund | 36.26% | — | Nov 2009 | PPFIX vs STK | |
| Nuveen Nasdaq 100 Dynamic Overwrite Fund | 8.38% | — | Jan 2007 | PPFIX vs QQQX | |
| Glenmede Secured Options Portfolio | 8.10% | — | Jun 2010 | PPFIX vs GTSOX | |
| AlphaCentric Premium Opportunity Fund | 7.85% | — | Sep 2016 | PPFIX vs HMXIX | |
| MAI Managed Volatility Fund | 7.11% | — | Sep 2010 | PPFIX vs MAIPX |
Lowest Volatility Alternatives to PPFIX
PPFIX has 0.90% 1-year volatility. No mutual funds in the Options Trading category have lower 1-year volatility; the lowest-volatility alternatives shown here go as low as 3.58%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| North SquareTrilogy Alternative Return Fund | 3.58% | — | Apr 2012 | PPFIX vs STTIX | |
| MAI Managed Volatility Fund | 4.97% | — | Sep 2010 | PPFIX vs MAIPX | |
| Beacon Planned Return Strategy Fund | 5.30% | — | Oct 2017 | PPFIX vs BPRLX | |
| Catalyst Buffered Shield Fund | 5.56% | — | Apr 2015 | PPFIX vs SHIIX | |
| Rational Tactical Return Fund | 5.84% | — | Apr 2007 | PPFIX vs HRSTX |
Lowest Drawdown Alternatives to PPFIX
PPFIX has a 1-year max drawdown of -0.25%. No mutual funds in the Options Trading category have shallower 1-year drawdowns; the lowest-drawdown alternatives shown here go as shallow as -2.86%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| North SquareTrilogy Alternative Return Fund | -2.86% | — | Apr 2012 | PPFIX vs STTIX | |
| Rational Tactical Return Fund | -3.09% | — | Apr 2007 | PPFIX vs HRSTX | |
| MAI Managed Volatility Fund | -3.10% | — | Sep 2010 | PPFIX vs MAIPX | |
| Easterly Hedged Equity Fund | -3.49% | — | Jul 2015 | PPFIX vs JDIEX | |
| Parametric Volatility Risk Premium - Defensive Fun... | -3.81% | — | Feb 2017 | PPFIX vs EIVPX |
Often Compared With PPFIX
Investors most often compare PPFIX with PHK, PDO, PCY. These 18 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare PPFIX with Any Fund or Stock
Compare PPFIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PPFIX with funds that move differently
Princeton Premium Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PPFIX.
Explore PPFIX Diversifiers