Putnam Emerging Markets Equity Fund (PEMYX) belongs to the Emerging Markets Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with PEMYX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PEMYX
PEMYX charges 1.08% annually. There are 104 mutual funds in the Emerging Markets Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Emerging Markets Fund | 0.01% | — | Aug 2018 | PEMYX vs FHKFX | |
| Fidelity Series Emerging Markets Opportunities Fun... | 0.01% | — | Dec 2008 | PEMYX vs FEMSX | |
| Vanguard Emerging Markets Stock Index Fund Institu... | 0.06% | — | Jun 2000 | PEMYX vs VEMIX | |
| Fidelity SAI Emerging Markets Index Fund | 0.08% | — | Jan 2016 | PEMYX vs FERGX | |
| Fidelity Emerging Markets Index Fund | 0.08% | — | Sep 2011 | PEMYX vs FPADX |
Best Risk-Adjusted Alternatives to PEMYX
PEMYX has a PortfoliosLab risk / return rank of 60. There are 120 mutual funds in the Emerging Markets Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Lazard Emerging Markets Equity Portfolio Class R6 | 96 | — | — | PEMYX vs RLEMX | |
| Lazard Emerging Markets Equity Portfolio | 95 | — | Jul 1994 | PEMYX vs LZEMX | |
| Delaware Emerging Markets Fund | 92 | — | Jun 1996 | PEMYX vs DEMIX | |
| Nomura Emerging Markets Fund Class A | 92 | — | Jun 1996 | PEMYX vs DEMAX | |
| Nomura Emerging Markets Fund Class C | 92 | — | Jun 1996 | PEMYX vs DEMCX |
Top Performing PEMYX Alternatives (YTD)
PEMYX is at 20.03% YTD. There are 79 mutual funds in the Emerging Markets Equities category with higher YTD returns, going as high as 77.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Delaware Emerging Markets Fund | 77.44% | — | Jun 1996 | PEMYX vs DEMIX | |
| Nomura Emerging Markets Fund Class A | 77.19% | — | Jun 1996 | PEMYX vs DEMAX | |
| Nomura Emerging Markets Fund Class C | 76.42% | — | Jun 1996 | PEMYX vs DEMCX | |
| Franklin Templeton SMACS: Series EM | 55.40% | — | Nov 2021 | PEMYX vs FQEMX | |
| GMO Emerging Markets ex-China Fund | 40.55% | — | Oct 2021 | PEMYX vs GMAQX |
Lowest Volatility Alternatives to PEMYX
PEMYX has 23.37% 1-year volatility. There are 138 mutual funds in the Emerging Markets Equities category with lower 1-year volatility, going as low as 9.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs GQG Partners International Opportuni... | 9.86% | — | Dec 2016 | PEMYX vs GSIYX | |
| Ashmore Emerging Markets Small Cap Equity Fund | 10.28% | — | Oct 2011 | PEMYX vs ESCIX | |
| GQG Partners Emerging Markets Equity Fund | 11.51% | — | Dec 2016 | PEMYX vs GQGPX | |
| GQG Partners Emerging Markets Equity Fund Institut... | 11.53% | — | — | PEMYX vs GQGIX | |
| Fidelity SAI Emerging Markets Low Volatility Index... | 11.80% | — | Jan 2019 | PEMYX vs FGKPX |
Lowest Drawdown Alternatives to PEMYX
PEMYX has a 1-year max drawdown of -14.46%. There are 127 mutual funds in the Emerging Markets Equities category with shallower 1-year drawdowns, going as shallow as -5.70%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Ashmore Emerging Markets Small Cap Equity Fund | -5.70% | — | Oct 2011 | PEMYX vs ESCIX | |
| Fidelity SAI Emerging Markets Low Volatility Index... | -6.93% | — | Jan 2019 | PEMYX vs FGKPX | |
| Goldman Sachs GQG Partners International Opportuni... | -7.81% | — | Dec 2016 | PEMYX vs GSIYX | |
| BlackRock Defensive Advantage Emerging Markets Fun... | -8.89% | — | Dec 2020 | PEMYX vs BADEX | |
| The Cook & Bynum Fund | -8.95% | — | Jun 2009 | PEMYX vs COBYX |
Other Mutual Funds from Putnam
The 10 most viewed Putnam mutual funds shown here include PEYAX, PEIYX, PEQSX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Putnam Large Cap Value Fund | Large Cap Value Equities | 92 | 14.93% | — | Jun 1977 | PEMYX vs PEYAX | |
| Putnam Large Cap Value Fund | Large Cap Value Equities | 93 | 15.07% | — | Oct 1998 | PEMYX vs PEIYX | |
| Putnam Large Cap Value Fund Class R6 | Large Cap Value Equities | 93 | 15.12% | — | Jul 2012 | PEMYX vs PEQSX | |
| Putnam Growth Opportunities Fund | Large Cap Growth Equities | 8 | 0.25% | — | Oct 1995 | PEMYX vs POGAX | |
| Putnam Global Technology Fund | Technology Equities | 47 | 27.05% | — | Dec 2008 | PEMYX vs PGTYX | |
| Putnam Sustainable Leaders Fund | Large Cap Growth Equities | 22 | 3.92% | — | Aug 1990 | PEMYX vs PNOPX | |
| Putnam Multi-Cap Core Fund | Large Cap Blend Equities | 50 | 8.35% | — | Sep 2010 | PEMYX vs PMYYX | |
| Putnam Large Cap Growth Y | Large Cap Growth Equities | 8 | 0.39% | — | Aug 1999 | PEMYX vs PGOYX | |
| Putnam Ultra Short Duration Income Fund | Ultrashort Bond | 99 | 1.68% | — | Oct 2011 | PEMYX vs PSDYX | |
| Putnam Small Cap Growth Fund | Small Cap Growth Equities | 25 | 15.42% | — | Dec 1997 | PEMYX vs PNSAX |
Often Compared With PEMYX
Investors most often compare PEMYX with BRK-B, VEMAX, LCSMX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare PEMYX with Any Fund or Stock
Compare PEMYX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PEMYX with funds that move differently
Putnam Emerging Markets Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PEMYX.
Explore PEMYX Diversifiers