Putnam Global Health Care Fund (PGHAX) belongs to the Health & Biotech Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with PGHAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PGHAX
PGHAX charges 0.72% annually. There are 12 mutual funds in the Health & Biotech Equities category with lower expense ratios, going as low as 0.10%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Health Care Index Fund Admiral Shares | 0.10% | 20.40B | Feb 2004 | PGHAX vs VHCIX | |
| Vanguard Health Care Fund Admiral Shares | 0.27% | 38.80B | Nov 2001 | PGHAX vs VGHAX | |
| Vanguard Health Care Fund Investor Shares | 0.33% | 38.80B | May 1984 | PGHAX vs VGHCX | |
| Fidelity Advisor Health Care Fund Class Z | 0.59% | — | Oct 2018 | PGHAX vs FIKCX | |
| Fidelity Advisor Biotechnology Fund Class Z | 0.61% | — | Oct 2018 | PGHAX vs FIJYX |
Best Risk-Adjusted Alternatives to PGHAX
PGHAX has a PortfoliosLab risk / return rank of 61. There are 35 mutual funds in the Health & Biotech Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Alger Health Sciences Fund | 96 | — | Apr 2002 | PGHAX vs AHSAX | |
| Franklin Biotechnology Discovery Fund | 96 | — | Sep 1997 | PGHAX vs FBDIX | |
| Fidelity Advisor Biotechnology Fund I Class | 95 | — | Dec 2000 | PGHAX vs FBTIX | |
| Fidelity Advisor Biotechnology Fund Class Z | 95 | — | Oct 2018 | PGHAX vs FIJYX | |
| Fidelity Advisor Biotechnology Fund Class A | 95 | — | Dec 2000 | PGHAX vs FBTAX |
Top Performing PGHAX Alternatives (YTD)
PGHAX is at 4.47% YTD. There are 38 mutual funds in the Health & Biotech Equities category with higher YTD returns, going as high as 23.82%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor Biotechnology Fund Class Z | 23.82% | — | Oct 2018 | PGHAX vs FIJYX | |
| Fidelity Advisor Biotechnology Fund I Class | 23.73% | — | Dec 2000 | PGHAX vs FBTIX | |
| Fidelity Advisor Biotechnology Fund Class A | 23.56% | — | Dec 2000 | PGHAX vs FBTAX | |
| Alger Health Sciences Fund | 23.38% | — | Apr 2002 | PGHAX vs AHSAX | |
| Fidelity Advisor Biotechnology Fund Class M | 23.36% | — | Dec 2000 | PGHAX vs FBTTX |
Lowest Volatility Alternatives to PGHAX
PGHAX has 15.20% 1-year volatility. There are 5 mutual funds in the Health & Biotech Equities category with lower 1-year volatility, going as low as 14.28%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco Health Care Fund | 14.28% | — | Aug 1989 | PGHAX vs GGHCX | |
| Live Oak Health Sciences Fund | 14.83% | — | Jun 2001 | PGHAX vs LOGSX | |
| Saratoga Health & Biotechnology Fund | 14.93% | — | Jul 1999 | PGHAX vs SHPAX | |
| BlackRock Health Sciences Opportunities Portfolio | 14.93% | — | Dec 1999 | PGHAX vs SHSAX | |
| Health Sciences Opportunities Fund Class Instituti... | 14.94% | — | Oct 2000 | PGHAX vs SHSSX |
Lowest Drawdown Alternatives to PGHAX
PGHAX has a 1-year max drawdown of -9.68%. There are 14 mutual funds in the Health & Biotech Equities category with shallower 1-year drawdowns, going as shallow as -7.62%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Select Biotechnology Portfolio | -7.62% | — | Dec 1985 | PGHAX vs FBIOX | |
| Live Oak Health Sciences Fund | -8.13% | — | Jun 2001 | PGHAX vs LOGSX | |
| Rydex Biotechnology Fund | -8.43% | — | Mar 1998 | PGHAX vs RYOIX | |
| AlphaCentric LifeSci Healthcare Fund | -8.49% | — | Nov 2019 | PGHAX vs LYFIX | |
| Fidelity Advisor Biotechnology Fund Class Z | -8.88% | — | Oct 2018 | PGHAX vs FIJYX |
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 | 92 | 14.98% | — | Jun 1977 | PGHAX vs PEYAX | |
| Putnam Large Cap Value Fund Class R6 | Large Cap Value Equities | 93 | 15.20% | — | Jul 2012 | PGHAX vs PEQSX | |
| Putnam Large Cap Value Fund | Large Cap Value Equities | 93 | 15.15% | — | Jan 1998 | PGHAX vs PEIYX | |
| Putnam Growth Opportunities Fund | Large Cap Growth Equities | 9 | -0.65% | — | Oct 1995 | PGHAX vs POGAX | |
| Putnam Global Technology Fund | Technology Equities | 51 | 24.87% | — | Dec 2008 | PGHAX vs PGTYX | |
| Putnam Sustainable Leaders Fund | Large Cap Growth Equities | 22 | 3.34% | — | Aug 1990 | PGHAX vs PNOPX | |
| Putnam Multi-Cap Core Fund | Large Cap Blend Equities | 55 | 7.70% | — | Sep 2010 | PGHAX vs PMYYX | |
| Putnam Large Cap Growth Y | Large Cap Growth Equities | 9 | -0.51% | — | Aug 1999 | PGHAX vs PGOYX | |
| Putnam Ultra Short Duration Income Fund | Ultrashort Bond | 99 | 1.68% | — | Oct 2011 | PGHAX vs PSDYX | |
| Putnam Small Cap Growth Fund | Small Cap Growth Equities | 26 | 16.15% | — | Dec 1997 | PGHAX vs PNSAX |
Often Compared With PGHAX
Investors most often compare PGHAX with RAGHX, PRHSX, FPHAX. These 20 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare PGHAX with Any Fund or Stock
Compare PGHAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PGHAX with funds that move differently
Putnam Global Health Care Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PGHAX.
Explore PGHAX Diversifiers