Putnam Focused International Equity Fund (PEQUX) belongs to the Foreign Large Cap Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with PEQUX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PEQUX
PEQUX charges 1.07% annually. There are 316 mutual funds in the Foreign Large Cap Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Series Overseas Fund | 0.01% | — | Jun 2019 | PEQUX vs FSOSX | |
| Fidelity Series Global ex U.S. Index Fund | 0.01% | — | Sep 2009 | PEQUX vs FSGEX | |
| Fidelity Series International Growth Fund | 0.01% | — | Dec 2009 | PEQUX vs FIGSX | |
| Fidelity Series International Index Fund | 0.01% | — | Aug 2018 | PEQUX vs FHLFX | |
| Fidelity Series International Value Fund | 0.01% | — | Dec 2009 | PEQUX vs FINVX |
Best Risk-Adjusted Alternatives to PEQUX
PEQUX has a PortfoliosLab risk / return rank of 59. There are 83 mutual funds in the Foreign Large Cap Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| GMO Tax-Managed International Equities Fund | 94 | — | Jul 1998 | PEQUX vs GTMIX | |
| SA International Value Fund | 92 | — | Aug 1999 | PEQUX vs SAHMX | |
| Touchstone International Equity Fund | 91 | — | Mar 1993 | PEQUX vs SWRLX | |
| GMO International Developed Equity Allocation Fund | 88 | — | Jun 2006 | PEQUX vs GIOTX | |
| PIMCO RAE PLUS International Fund | 88 | — | Sep 2011 | PEQUX vs PTSIX |
Top Performing PEQUX Alternatives (YTD)
PEQUX is at 13.66% YTD. There are 47 mutual funds in the Foreign Large Cap Equities category with higher YTD returns, going as high as 25.97%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Tocqueville International Value Fu... | 25.97% | — | Aug 1994 | PEQUX vs TIVFX | |
| Fidelity SAI International SMA Completion Fund | 24.09% | — | Apr 2019 | PEQUX vs FISZX | |
| Calamos International Growth Fund | 23.08% | — | Mar 2005 | PEQUX vs CIGIX | |
| Dunham International Stock Fund | 22.57% | — | Dec 2004 | PEQUX vs DCINX | |
| Lord Abbett International Growth Fund | 21.90% | — | Jun 2021 | PEQUX vs LIAGX |
Lowest Volatility Alternatives to PEQUX
PEQUX has 16.48% 1-year volatility. There are 277 mutual funds in the Foreign Large Cap Equities category with lower 1-year volatility, going as low as 8.26%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor Overseas Fund Class C | 8.26% | — | Nov 1997 | PEQUX vs FAOCX | |
| Fidelity Advisor Overseas Fund Class Z | 8.27% | — | Feb 2017 | PEQUX vs FAOSX | |
| Fidelity Advisor Overseas Fund Class A | 8.28% | — | Sep 1996 | PEQUX vs FAOAX | |
| Fidelity Advisor Overseas Fund Class I | 8.28% | — | Jul 1995 | PEQUX vs FAOIX | |
| Fidelity Advisor Overseas Fund Class M | 8.29% | — | Apr 1990 | PEQUX vs FAERX |
Lowest Drawdown Alternatives to PEQUX
PEQUX has a 1-year max drawdown of -11.80%. There are 222 mutual funds in the Foreign Large Cap Equities category with shallower 1-year drawdowns, going as shallow as -6.94%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Redwood AlphaFactor Tactical International Fund | -6.94% | — | Nov 2017 | PEQUX vs RWIIX | |
| Federated Hermes International Strategic Value Div... | -6.97% | — | Jun 2008 | PEQUX vs IVFIX | |
| Fidelity Advisor Overseas Fund Class Z | -7.26% | — | Feb 2017 | PEQUX vs FAOSX | |
| Fidelity Advisor Overseas Fund Class I | -7.28% | — | Jul 1995 | PEQUX vs FAOIX | |
| Fidelity Advisor Overseas Fund Class M | -7.29% | — | Apr 1990 | PEQUX vs FAERX |
Other Mutual Funds from Putnam
The 10 most viewed Putnam mutual funds shown here include PEYAX, PEQSX, PEIYX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Putnam Large Cap Value Fund | Large Cap Value Equities | 83 | 11.74% | — | Jun 1977 | PEQUX vs PEYAX | |
| Putnam Large Cap Value Fund Class R6 | Large Cap Value Equities | 84 | 11.92% | — | Jul 2012 | PEQUX vs PEQSX | |
| Putnam Large Cap Value Fund | Large Cap Value Equities | 84 | 11.89% | — | Jan 1998 | PEQUX vs PEIYX | |
| Putnam Growth Opportunities Fund | Large Cap Growth Equities | 14 | 4.74% | — | Oct 1995 | PEQUX vs POGAX | |
| Putnam Global Technology Fund | Technology Equities | 70 | 31.41% | — | Dec 2008 | PEQUX vs PGTYX | |
| Putnam Sustainable Leaders Fund | Large Cap Growth Equities | 22 | 4.50% | — | Aug 1990 | PEQUX vs PNOPX | |
| Putnam Multi-Cap Core Fund | Large Cap Blend Equities | 49 | 8.07% | — | Sep 2010 | PEQUX vs PMYYX | |
| Putnam Large Cap Growth Y | Large Cap Growth Equities | 15 | 4.87% | — | Aug 1999 | PEQUX vs PGOYX | |
| Putnam Ultra Short Duration Income Fund | Ultrashort Bond | 99 | 1.78% | — | Oct 2011 | PEQUX vs PSDYX | |
| Putnam Small Cap Growth Fund | Small Cap Growth Equities | 29 | 19.53% | — | Dec 1997 | PEQUX vs PNSAX |
Often Compared With PEQUX
Investors most often compare PEQUX with FSPGX, FXAIX, GQJPX. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare PEQUX with Any Fund or Stock
Compare PEQUX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PEQUX with funds that move differently
Putnam Focused International Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PEQUX.
Explore PEQUX Diversifiers