Putnam Large Cap Growth Y (PGOYX) 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 PGOYX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PGOYX
PGOYX charges 0.65% annually. There are 107 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 | PGOYX vs ACIHX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.90B | Dec 2017 | PGOYX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | PGOYX vs FSPGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | PGOYX vs VIGIX | |
| TIAA-CREF Large-Cap Growth Index Fund | 0.05% | — | Oct 2002 | PGOYX vs TILIX |
Best Risk-Adjusted Alternatives to PGOYX
PGOYX has a PortfoliosLab risk / return rank of 15. There are 238 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 93.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 93 | 92.00B | Nov 1984 | PGOYX vs VPMCX | |
| PrimeCap Odyssey Growth Fund | 92 | — | Nov 2004 | PGOYX vs POGRX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 89 | 31.20B | Nov 2001 | PGOYX vs VHCAX | |
| Chase Growth Fund Institutional Class | 88 | — | Jan 2007 | PGOYX vs CHAIX | |
| Chase Growth Fund | 87 | — | Dec 1997 | PGOYX vs CHASX |
Top Performing PGOYX Alternatives (YTD)
PGOYX is at 2.94% YTD. There are 244 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 57.54%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 57.54% | — | Mar 2020 | PGOYX vs ONERX | |
| Rydex S&P 500 Pure Growth Fund | 29.30% | — | Feb 2004 | PGOYX vs RYGRX | |
| ICON Equity Fund | 28.30% | — | Oct 2002 | PGOYX vs IOLZX | |
| PrimeCap Odyssey Growth Fund | 27.89% | — | Nov 2004 | PGOYX vs POGRX | |
| Fidelity SAI U.S. Momentum Index Fund | 27.64% | — | Feb 2017 | PGOYX vs FUMIX |
Lowest Volatility Alternatives to PGOYX
PGOYX has 16.89% 1-year volatility. There are 218 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 7.35%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 7.35% | — | Sep 2019 | PGOYX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.60% | — | Jan 2005 | PGOYX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 9.81% | — | Dec 2015 | PGOYX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.16% | — | Apr 2010 | PGOYX vs AWYIX | |
| AMG Veritas Global Real Return Fund | 10.48% | — | Jan 1991 | PGOYX vs BLUEX |
Lowest Drawdown Alternatives to PGOYX
PGOYX has a 1-year max drawdown of -16.34%. There are 267 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 | PGOYX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | PGOYX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | PGOYX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | PGOYX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | PGOYX 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 | 82 | 10.21% | — | Jun 1977 | PGOYX vs PEYAX | |
| Putnam Large Cap Value Fund Class R6 | Large Cap Value Equities | 83 | 10.36% | — | Jul 2012 | PGOYX vs PEQSX | |
| Putnam Large Cap Value Fund | Large Cap Value Equities | 83 | 10.35% | — | Jan 1998 | PGOYX vs PEIYX | |
| Putnam Growth Opportunities Fund | Large Cap Growth Equities | 14 | 2.82% | — | Oct 1995 | PGOYX vs POGAX | |
| Putnam Global Technology Fund | Technology Equities | 73 | 31.51% | — | Dec 2008 | PGOYX vs PGTYX | |
| Putnam Sustainable Leaders Fund | Large Cap Growth Equities | 18 | 1.90% | — | Aug 1990 | PGOYX vs PNOPX | |
| Putnam Multi-Cap Core Fund | Large Cap Blend Equities | 45 | 5.80% | — | Sep 2010 | PGOYX vs PMYYX | |
| Putnam Ultra Short Duration Income Fund | Ultrashort Bond | 98 | 1.43% | — | Oct 2011 | PGOYX vs PSDYX | |
| Putnam Small Cap Growth Fund | Small Cap Growth Equities | 41 | 24.71% | — | Dec 1997 | PGOYX vs PNSAX | |
| Putnam Research Fund | Large Cap Blend Equities | 73 | 10.02% | — | Oct 1995 | PGOYX vs PNRAX |
Often Compared With PGOYX
Investors most often compare PGOYX with FXAIX, VOO, FBGRX. These 20 comparison targets span 11 categories, based on PortfoliosLab usage data.
Compare PGOYX with Any Fund or Stock
Compare PGOYX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PGOYX with funds that move differently
Putnam Large Cap Growth Y alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PGOYX.
Explore PGOYX Diversifiers