Which Funds Can PGVFX Replace?

Polaris Global Value Fund Fund Opportunity uses the published comparison universe. Data as of 2026-10-02.

Funds PGVFX Can Replace

28 funds

FSI > 80 out of 889 similar funds

Competing Fund AUM

$10.24B

Assets in funds PGVFX can compete with and replace

Outperformance Rank

#305

Rank among 889 similar funds

Who Holds Credible Replacements?

57 firms

31,657 connected advisors

Opportunity analysis

PGVFX can replace 28 funds with FSI above 80 out of 889 similar funds, representing $10.24B in competing fund AUM. Its outperformance rank is #305 among those similar funds. 57 13F firms and 31,657 advisors are connected to credible replacements. The AUM-weighted historical probability of positive Information Ratio is 52.1%.

Fund details

Vehicle
Mutual fund
Issuer
nan
Focus
—
Net expense ratio
1.22%
Assets under management
$513.5M

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