Putnam Global Health Care Fund (PHSTX) 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 PHSTX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PHSTX
PHSTX charges 1.05% annually. There are 31 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% | 19.00B | Feb 2004 | PHSTX vs VHCIX | |
| Vanguard Health Care Fund Admiral Shares | 0.27% | 37.00B | Nov 2001 | PHSTX vs VGHAX | |
| Vanguard Health Care Fund Investor Shares | 0.33% | 37.00B | May 1984 | PHSTX vs VGHCX | |
| Fidelity Advisor Health Care Fund Class Z | 0.59% | — | Oct 2018 | PHSTX vs FIKCX | |
| Fidelity Advisor Biotechnology Fund Class Z | 0.61% | — | Oct 2018 | PHSTX vs FIJYX |
Best Risk-Adjusted Alternatives to PHSTX
PHSTX has a PortfoliosLab risk / return rank of 36. There are 36 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 | |
|---|---|---|---|---|---|
| Franklin Biotechnology Discovery Fund | 96 | — | Sep 1997 | PHSTX vs FBDIX | |
| Fidelity Advisor Biotechnology Fund Class Z | 94 | — | Oct 2018 | PHSTX vs FIJYX | |
| Fidelity Advisor Biotechnology Fund I Class | 94 | — | Dec 2000 | PHSTX vs FBTIX | |
| Fidelity Advisor Biotechnology Fund Class A | 94 | — | Dec 2000 | PHSTX vs FBTAX | |
| Fidelity Advisor Biotechnology Fund Class M | 93 | — | Dec 2000 | PHSTX vs FBTTX |
Top Performing PHSTX Alternatives (YTD)
PHSTX is at 2.92% YTD. There are 39 mutual funds in the Health & Biotech Equities category with higher YTD returns, going as high as 22.25%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor Biotechnology Fund Class Z | 22.25% | — | Oct 2018 | PHSTX vs FIJYX | |
| Fidelity Advisor Biotechnology Fund I Class | 22.16% | — | Dec 2000 | PHSTX vs FBTIX | |
| Fidelity Advisor Biotechnology Fund Class A | 22.01% | — | Dec 2000 | PHSTX vs FBTAX | |
| Fidelity Advisor Biotechnology Fund Class M | 21.83% | — | Dec 2000 | PHSTX vs FBTTX | |
| Fidelity Advisor Biotechnology Fund Class C | 21.53% | — | Dec 2000 | PHSTX vs FBTCX |
Lowest Volatility Alternatives to PHSTX
PHSTX has 15.26% 1-year volatility. There are 5 mutual funds in the Health & Biotech Equities category with lower 1-year volatility, going as low as 14.15%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco Health Care Fund | 14.15% | — | Aug 1989 | PHSTX vs GGHCX | |
| BlackRock Health Sciences Opportunities Portfolio | 14.96% | — | Dec 1999 | PHSTX vs SHSAX | |
| Health Sciences Opportunities Fund Class Instituti... | 14.97% | — | Oct 2000 | PHSTX vs SHSSX | |
| Live Oak Health Sciences Fund | 14.98% | — | Jun 2001 | PHSTX vs LOGSX | |
| Saratoga Health & Biotechnology Fund | 15.05% | — | Jul 1999 | PHSTX vs SHPAX |
Lowest Drawdown Alternatives to PHSTX
PHSTX has a 1-year max drawdown of -9.71%. There are 16 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 | PHSTX vs FBIOX | |
| Live Oak Health Sciences Fund | -8.13% | — | Jun 2001 | PHSTX vs LOGSX | |
| Rydex Biotechnology Fund | -8.43% | — | Mar 1998 | PHSTX vs RYOIX | |
| AlphaCentric LifeSci Healthcare Fund | -8.49% | — | Nov 2019 | PHSTX vs LYFIX | |
| Fidelity Advisor Biotechnology Fund Class Z | -8.88% | — | Oct 2018 | PHSTX 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 | 83 | 11.74% | — | Jun 1977 | PHSTX vs PEYAX | |
| Putnam Large Cap Value Fund Class R6 | Large Cap Value Equities | 84 | 11.92% | — | Jul 2012 | PHSTX vs PEQSX | |
| Putnam Large Cap Value Fund | Large Cap Value Equities | 84 | 11.89% | — | Jan 1998 | PHSTX vs PEIYX | |
| Putnam Growth Opportunities Fund | Large Cap Growth Equities | 14 | 4.74% | — | Oct 1995 | PHSTX vs POGAX | |
| Putnam Global Technology Fund | Technology Equities | 70 | 31.41% | — | Dec 2008 | PHSTX vs PGTYX | |
| Putnam Sustainable Leaders Fund | Large Cap Growth Equities | 22 | 4.50% | — | Aug 1990 | PHSTX vs PNOPX | |
| Putnam Multi-Cap Core Fund | Large Cap Blend Equities | 49 | 8.07% | — | Sep 2010 | PHSTX vs PMYYX | |
| Putnam Large Cap Growth Y | Large Cap Growth Equities | 15 | 4.87% | — | Aug 1999 | PHSTX vs PGOYX | |
| Putnam Ultra Short Duration Income Fund | Ultrashort Bond | 99 | 1.78% | — | Oct 2011 | PHSTX vs PSDYX | |
| Putnam Small Cap Growth Fund | Small Cap Growth Equities | 29 | 19.53% | — | Dec 1997 | PHSTX vs PNSAX |
Often Compared With PHSTX
Investors most often compare PHSTX with JFNAX, PNRAX, FSPHX. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare PHSTX with Any Fund or Stock
Compare PHSTX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PHSTX 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 PHSTX.
Explore PHSTX Diversifiers