Putnam Global Technology Fund Class A (PGTAX) belongs to the Technology Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with PGTAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PGTAX
PGTAX charges 1.04% annually. There are 43 mutual funds in the Technology Equities category with lower expense ratios, going as low as 0.10%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Information Technology Index Fund Admiral... | 0.10% | 144.20B | Mar 2004 | PGTAX vs VITAX | |
| Vanguard Communication Services Index Fund Admiral... | 0.10% | 6.30B | Mar 2005 | PGTAX vs VTCAX | |
| Franklin DynaTech Fund Class R6 | 0.48% | — | Jun 2013 | PGTAX vs FDTRX | |
| Alger AI Enablers & Adopters Z | 0.55% | — | Apr 2024 | PGTAX vs AAIZX | |
| Fidelity Advisor Technology Fund Class Z | 0.59% | — | Oct 2018 | PGTAX vs FIKHX |
Best Risk-Adjusted Alternatives to PGTAX
PGTAX has a PortfoliosLab risk / return rank of 90. There are 22 mutual funds in the Technology Equities category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Select Tech Hardware Portfolio | 99 | — | Jul 1985 | PGTAX vs FDCPX | |
| ARK Venture Fund | 98 | — | Sep 2022 | PGTAX vs ARKVX | |
| Columbia Seligman Premium Technology Growth Closed... | 98 | — | Nov 2009 | PGTAX vs STK | |
| Fidelity Advisor Semiconductors Fund Class Z | 97 | — | Oct 2018 | PGTAX vs FIKGX | |
| Fidelity Advisor Semiconductors Fund Class I | 97 | — | Dec 2000 | PGTAX vs FELIX |
Top Performing PGTAX Alternatives (YTD)
PGTAX is at 44.13% YTD. There are 23 mutual funds in the Technology Equities category with higher YTD returns, going as high as 87.82%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Rydex Electronics Fund | 87.82% | — | Mar 1998 | PGTAX vs RYSIX | |
| Fidelity Select Semiconductors Portfolio | 85.56% | — | Jul 1985 | PGTAX vs FSELX | |
| Fidelity Advisor Semiconductors Fund Class Z | 85.07% | — | Oct 2018 | PGTAX vs FIKGX | |
| Fidelity Advisor Semiconductors Fund Class I | 84.99% | — | Dec 2000 | PGTAX vs FELIX | |
| Fidelity Advisor Semiconductors Fund Class A | 84.79% | — | Dec 2000 | PGTAX vs FELAX |
Lowest Volatility Alternatives to PGTAX
PGTAX has 22.07% 1-year volatility. There are 35 mutual funds in the Technology Equities category with lower 1-year volatility, going as low as 14.00%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Gabelli Global Content & Connectivity Fund Class I | 14.00% | — | Nov 1993 | PGTAX vs GTTIX | |
| Towpath Technology Fund | 14.63% | — | Feb 2021 | PGTAX vs TOWTX | |
| Vanguard Communication Services Index Fund Admiral... | 15.38% | 6.30B | Mar 2005 | PGTAX vs VTCAX | |
| Saratoga Technology & Communications Portfolio | 16.51% | — | Oct 1997 | PGTAX vs STPAX | |
| RBC Global Technology Fund ETF Series | 17.65% | — | Mar 2023 | PGTAX vs RTEC.NEO |
Lowest Drawdown Alternatives to PGTAX
PGTAX has a 1-year max drawdown of -13.67%. There are 18 mutual funds in the Technology Equities category with shallower 1-year drawdowns, going as shallow as -8.14%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| ARK Venture Fund | -8.14% | — | Sep 2022 | PGTAX vs ARKVX | |
| Gabelli Global Content & Connectivity Fund Class I | -9.08% | — | Nov 1993 | PGTAX vs GTTIX | |
| Fidelity Select Tech Hardware Portfolio | -9.68% | — | Jul 1985 | PGTAX vs FDCPX | |
| Nationwide NYSE Arca Tech 100 Index Fund | -10.18% | — | Jun 1996 | PGTAX vs NWJCX | |
| Black Oak Emerging Technology Fund | -11.04% | — | Dec 2000 | PGTAX vs BOGSX |
Other Mutual Funds from Putnam
The 10 most viewed Putnam mutual funds shown here include PEYAX, POGAX, PEQSX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Putnam Large Cap Value Fund | Large Cap Value Equities | 80 | 9.88% | — | Jun 1977 | PGTAX vs PEYAX | |
| Putnam Growth Opportunities Fund | Large Cap Growth Equities | 27 | 9.53% | — | Oct 1995 | PGTAX vs POGAX | |
| Putnam Large Cap Value Fund Class R6 | Large Cap Value Equities | 81 | 10.03% | — | Jul 2012 | PGTAX vs PEQSX | |
| Putnam Large Cap Value Fund | Large Cap Value Equities | 81 | 10.00% | — | Jan 1998 | PGTAX vs PEIYX | |
| Putnam Global Technology Fund | Technology Equities | 91 | 44.30% | — | Dec 2008 | PGTAX vs PGTYX | |
| Putnam Sustainable Leaders Fund | Large Cap Growth Equities | 27 | 4.81% | — | Aug 1990 | PGTAX vs PNOPX | |
| Putnam Multi-Cap Core Fund | Large Cap Blend Equities | 59 | 8.74% | — | Sep 2010 | PGTAX vs PMYYX | |
| Putnam Large Cap Growth Y | Large Cap Growth Equities | 28 | 9.63% | — | Aug 1999 | PGTAX vs PGOYX | |
| Putnam Ultra Short Duration Income Fund | Ultrashort Bond | 98 | 1.43% | — | Oct 2011 | PGTAX vs PSDYX | |
| Putnam Research Fund | Large Cap Blend Equities | 86 | 14.19% | — | Oct 1995 | PGTAX vs PNRAX |
Often Compared With PGTAX
Investors most often compare PGTAX with FOCPX, TEDMX, CCOYX. These 9 comparison targets span 4 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Fidelity OTC Portfolio | Large Cap Growth Equities | 93 | 27.59% | — | Dec 1984 | PGTAX vs FOCPX | |
| Templeton Developing Markets Trust | Emerging Markets Diversified | 96 | 44.70% | — | Oct 1991 | PGTAX vs TEDMX | |
| Columbia Seligman Technology and Information Fund ... | Technology Equities | 97 | 58.87% | — | Jun 1983 | PGTAX vs CCOYX | |
| Firsthand Alternative Energy Fund | Technology Equities | 56 | 66.80% | — | Oct 2007 | PGTAX vs ALTEX | |
| ICON Health and Information Technology Fund | Technology Equities | 86 | 32.34% | — | Feb 1997 | PGTAX vs ICTEX | |
| Fidelity Advisor Semiconductors Fund Class M | Technology Equities | 97 | 84.58% | — | Dec 2000 | PGTAX vs FELTX | |
| Virtus Artificial Intelligence & Technology Opport... | Technology Equities | 36 | 30.26% | — | Oct 2019 | PGTAX vs AIO | |
| Columbia Seligman Technology and Information Fund ... | Technology Equities | 97 | 58.82% | — | Sep 2010 | PGTAX vs CCIZX | |
| Putnam Small Cap Growth Fund | Small Cap Growth Equities | 30 | 19.33% | — | Dec 1997 | PGTAX vs PNSAX |
Compare PGTAX with Any Fund or Stock
Compare PGTAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PGTAX with funds that move differently
Putnam Global Technology Fund Class A alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PGTAX.
Explore PGTAX Diversifiers