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 243 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 | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | PGILX vs FSPGX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.90B | Dec 2017 | PGILX vs SWLGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | PGILX vs VIGIX | |
| TIAA-CREF Large-Cap Growth Index Fund | 0.05% | — | Oct 2002 | PGILX vs TILIX |
Best Risk-Adjusted Alternatives to PGILX
PGILX has a PortfoliosLab risk / return rank of 58. There are 58 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 95 | 92.00B | Nov 1984 | PGILX vs VPMCX | |
| PrimeCap Odyssey Growth Fund | 94 | — | Nov 2004 | PGILX vs POGRX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 92 | 31.20B | Nov 2001 | PGILX vs VHCAX | |
| Fidelity OTC Portfolio Class K | 90 | — | May 2008 | PGILX vs FOCKX | |
| Fidelity OTC Portfolio | 90 | — | Dec 1984 | PGILX vs FOCPX |
Top Performing PGILX Alternatives (YTD)
PGILX is at 9.31% YTD. There are 138 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 69.44%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 69.44% | — | Mar 2020 | PGILX vs ONERX | |
| Rydex S&P 500 Pure Growth Fund | 35.24% | — | Feb 2004 | PGILX vs RYGRX | |
| Fidelity SAI U.S. Momentum Index Fund | 32.63% | — | Feb 2017 | PGILX vs FUMIX | |
| Fidelity Focused Stock Fund | 32.36% | — | Nov 1996 | PGILX vs FTQGX | |
| PrimeCap Odyssey Growth Fund | 31.65% | — | Nov 2004 | PGILX vs POGRX |
Lowest Volatility Alternatives to PGILX
PGILX has 13.57% 1-year volatility. There are 48 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.42%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.42% | — | Sep 2019 | PGILX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.66% | — | Jan 2005 | PGILX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.84% | — | Dec 2015 | PGILX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.18% | — | Apr 2010 | PGILX vs AWYIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.42% | — | 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 | 84 | 11.15% | — | Jun 1977 | PGILX vs PEYAX | |
| Putnam Large Cap Value Fund Class R6 | Large Cap Value Equities | 85 | 11.31% | — | Jul 2012 | PGILX vs PEQSX | |
| Putnam Large Cap Value Fund | Large Cap Value Equities | 84 | 11.27% | — | Jan 1998 | PGILX vs PEIYX | |
| Putnam Growth Opportunities Fund | Large Cap Growth Equities | 19 | 5.10% | — | Oct 1995 | PGILX vs POGAX | |
| Putnam Global Technology Fund | Technology Equities | 84 | 38.23% | — | Dec 2008 | PGILX vs PGTYX | |
| Putnam Sustainable Leaders Fund | Large Cap Growth Equities | 24 | 3.49% | — | Aug 1990 | PGILX vs PNOPX | |
| Putnam Multi-Cap Core Fund | Large Cap Blend Equities | 52 | 7.12% | — | Sep 2010 | PGILX vs PMYYX | |
| Putnam Large Cap Growth Y | Large Cap Growth Equities | 20 | 5.22% | — | Aug 1999 | PGILX vs PGOYX | |
| Putnam Ultra Short Duration Income Fund | Ultrashort Bond | 98 | 1.43% | — | Oct 2011 | PGILX vs PSDYX | |
| Putnam Small Cap Growth Fund | Small Cap Growth Equities | 47 | 27.82% | — | Dec 1997 | PGILX vs PNSAX |
Often Compared With PGILX
Investors most often compare PGILX with CHASX, PNRAX, IOLZX. These 10 comparison targets span 3 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Chase Growth Fund | Large Cap Growth Equities | 89 | 26.58% | — | Dec 1997 | PGILX vs CHASX | |
| Putnam Research Fund | Large Cap Blend Equities | 79 | 11.81% | — | Oct 1995 | PGILX vs PNRAX | |
| ICON Equity Fund | Large Cap Growth Equities | 85 | 30.88% | — | Oct 2002 | PGILX vs IOLZX | |
| Guggenheim Directional Allocation Fund | Large Cap Growth Equities | 71 | 11.23% | — | Jun 2012 | PGILX vs TVRIX | |
| AMG Veritas Global Real Return Fund | Large Cap Growth Equities | 1 | -8.03% | — | Jan 1991 | PGILX vs BLUEX | |
| Fidelity OTC K6 Portfolio | Large Cap Growth Equities | 83 | 25.05% | — | Jun 2019 | PGILX vs FOKFX | |
| Vanguard Growth Index Fund Admiral Shares | Large Cap Growth Equities | 24 | 5.74% | 393.80B | Nov 2000 | PGILX vs VIGAX | |
| Fidelity Series Growth Company Fund | Large Cap Growth Equities | 89 | 22.34% | — | Nov 2013 | PGILX vs FCGSX | |
| Fidelity Growth Company K6 Fund | Large Cap Growth Equities | 81 | 22.73% | — | Jun 2019 | PGILX vs FGKFX | |
| Columbia Global Technology Growth Fund Class A | Technology Equities, Large Cap Growth Equities | 78 | 31.05% | — | Nov 2000 | PGILX vs CTCAX |
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