Putnam Focused Equity Fund (PGILX) belongs to the Large Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with PGILX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PGILX
PGILX charges 0.90% annually. There are 242 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | — | Mar 2022 | PGILX vs ACIHX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.94B | Dec 2017 | PGILX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | PGILX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | PGILX vs VIGIX | |
| Vanguard Growth Index Fund Admiral Shares | 0.05% | 393.80B | Nov 2000 | PGILX vs VIGAX |
Best Risk-Adjusted Alternatives to PGILX
PGILX has a PortfoliosLab risk / return rank of 52. There are 28 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 88.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 88 | 92.00B | Nov 1984 | PGILX vs VPMCX | |
| One Rock Fund | 88 | — | Mar 2020 | PGILX vs ONERX | |
| Davis New York Venture Fund Class Y | 85 | — | Feb 1969 | PGILX vs DNVYX | |
| Chase Growth Fund Institutional Class | 85 | — | Jan 2007 | PGILX vs CHAIX | |
| Chase Growth Fund | 84 | — | Dec 1997 | PGILX vs CHASX |
Top Performing PGILX Alternatives (YTD)
PGILX is at 10.27% YTD. There are 93 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 61.33%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 61.33% | — | Mar 2020 | PGILX vs ONERX | |
| ICON Equity Fund | 27.02% | — | Oct 2002 | PGILX vs IOLZX | |
| Chase Growth Fund | 24.49% | — | Dec 1997 | PGILX vs CHASX | |
| Chase Growth Fund Institutional Class | 24.47% | — | Jan 2007 | PGILX vs CHAIX | |
| Fidelity OTC Portfolio Class K | 23.49% | — | May 2008 | PGILX vs FOCKX |
Lowest Volatility Alternatives to PGILX
PGILX has 13.71% 1-year volatility. There are 52 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.81%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 6.81% | — | Sep 2019 | PGILX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.72% | — | Jan 2005 | PGILX vs MEIFX | |
| CIBC Atlas Equity Income Fund | 10.16% | — | Apr 2010 | PGILX vs AWYIX | |
| Marshfield Concentrated Opportunity Fund | 10.21% | — | Dec 2015 | PGILX vs MRFOX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.61% | — | Sep 2018 | PGILX vs GQEPX |
Lowest Drawdown Alternatives to PGILX
PGILX has a 1-year max drawdown of -9.87%. There are 26 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -3.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | PGILX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | PGILX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | PGILX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | PGILX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | PGILX vs DNVYX |
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 | 85 | 13.04% | — | Jun 1977 | PGILX vs PEYAX | |
| Putnam Large Cap Value Fund Class R6 | Large Cap Value Equities | 86 | 13.22% | — | Jul 2012 | PGILX vs PEQSX | |
| Putnam Large Cap Value Fund | Large Cap Value Equities | 86 | 13.19% | — | Jan 1998 | PGILX vs PEIYX | |
| Putnam Growth Opportunities Fund | Large Cap Growth Equities | 10 | 2.93% | — | Oct 1995 | PGILX vs POGAX | |
| Putnam Global Technology Fund | Technology Equities | 52 | 28.27% | — | Dec 2008 | PGILX vs PGTYX | |
| Putnam Sustainable Leaders Fund | Large Cap Growth Equities | 20 | 4.61% | — | Aug 1990 | PGILX vs PNOPX | |
| Putnam Multi-Cap Core Fund | Large Cap Blend Equities | 47 | 8.54% | — | Sep 2010 | PGILX vs PMYYX | |
| Putnam Large Cap Growth Y | Large Cap Growth Equities | 10 | 3.05% | — | Aug 1999 | PGILX vs PGOYX | |
| Putnam Ultra Short Duration Income Fund | Ultrashort Bond | 99 | 1.78% | — | Oct 2011 | PGILX vs PSDYX | |
| Putnam Small Cap Growth Fund | Small Cap Growth Equities | 23 | 17.28% | — | Dec 1997 | PGILX vs PNSAX |
Often Compared With PGILX
Investors most often compare PGILX with FOCPX, PNRAX, TILIX. These 15 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare PGILX with Any Fund or Stock
Compare PGILX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PGILX with funds that move differently
Putnam Focused Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PGILX.
Explore PGILX Diversifiers