Putnam Global Health Care Fund (PHSTX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to PHSTX
PHSTX charges 1.05% annually. Among mutual funds in the Health & Biotech Equities category, these options have the lowest expense ratios among PHSTX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard Health Care Index Fund Admiral Shares | 0.10% | Feb 5, 2004 | PHSTX vs VHCIX | |
| Vanguard Health Care Fund Admiral Shares | 0.25% | Nov 12, 2001 | PHSTX vs VGHAX | |
| Vanguard Health Care Fund Investor Shares | 0.30% | May 23, 1984 | PHSTX vs VGHCX | |
| Fidelity Advisor Health Care Fund Class Z | 0.59% | Oct 2, 2018 | PHSTX vs FIKCX | |
| Fidelity Advisor Biotechnology Fund Class Z | 0.61% | Oct 2, 2018 | PHSTX vs FIJYX |
Best Risk-Adjusted Alternatives to PHSTX
Among mutual funds in the Health & Biotech Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Franklin Biotechnology Discovery Fund | 91 | Sep 14, 1997 | PHSTX vs FBDIX | |
| Eventide Healthcare & Life Sciences Fund | 88 | Dec 26, 2012 | PHSTX vs ETIHX | |
| Fidelity Advisor Biotechnology Fund I Class | 83 | Dec 27, 2000 | PHSTX vs FBTIX | |
| Fidelity Advisor Biotechnology Fund Class Z | 83 | Oct 2, 2018 | PHSTX vs FIJYX | |
| Fidelity Advisor Biotechnology Fund Class A | 83 | Dec 27, 2000 | PHSTX vs FBTAX |
Top Performing PHSTX Alternatives (YTD)
PHSTX alternatives from the Health & Biotech Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Saratoga Health & Biotechnology Fund | -1.13% | Jul 14, 1999 | PHSTX vs SHPAX | |
| Live Oak Health Sciences Fund | -1.53% | Jun 28, 2001 | PHSTX vs LOGSX | |
| Fidelity Select Pharmaceuticals Portfolio | -2.56% | Jun 17, 2001 | PHSTX vs FPHAX | |
| Fidelity Advisor Biotechnology Fund Class Z | -2.59% | Oct 2, 2018 | PHSTX vs FIJYX | |
| Fidelity Advisor Biotechnology Fund I Class | -2.62% | Dec 27, 2000 | PHSTX vs FBTIX |
Lowest Volatility Alternatives to PHSTX
PHSTX alternatives from the Health & Biotech Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Invesco Health Care Fund | 15.67% | Aug 6, 1989 | PHSTX vs GGHCX | |
| BlackRock Health Sciences Opportunities Portfolio | 16.30% | Dec 20, 1999 | PHSTX vs SHSAX | |
| Health Sciences Opportunities Fund Class Instituti... | 16.32% | Oct 16, 2000 | PHSTX vs SHSSX | |
| Live Oak Health Sciences Fund | 16.35% | Jun 28, 2001 | PHSTX vs LOGSX | |
| Alger Health Sciences Fund | 16.42% | Apr 30, 2002 | PHSTX vs AHSAX |
Lowest Drawdown Alternatives to PHSTX
PHSTX alternatives from the Health & Biotech Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Live Oak Health Sciences Fund | -7.65% | Jun 28, 2001 | PHSTX vs LOGSX | |
| Saratoga Health & Biotechnology Fund | -7.87% | Jul 14, 1999 | PHSTX vs SHPAX | |
| Vanguard Health Care Fund Admiral Shares | -9.19% | Nov 12, 2001 | PHSTX vs VGHAX | |
| Vanguard Health Care Fund Investor Shares | -9.20% | May 23, 1984 | PHSTX vs VGHCX | |
| AlphaCentric LifeSci Healthcare Fund | -9.47% | Nov 28, 2019 | PHSTX vs LYFIX |
Other Mutual Funds from Putnam
Most popular Putnam mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Putnam Large Cap Value Fund | Large Cap Value Equities | 62 | -1.32% | Jun 15, 1977 | PHSTX vs PEYAX | |
| Putnam Growth Opportunities Fund | Large Cap Growth Equities | 21 | -12.94% | Oct 2, 1995 | PHSTX vs POGAX | |
| Putnam Large Cap Value Fund | Large Cap Value Equities | 63 | -1.25% | Jan 10, 1998 | PHSTX vs PEIYX | |
| Putnam Global Technology Fund | Technology Equities | 66 | -8.01% | Dec 17, 2008 | PHSTX vs PGTYX | |
| Putnam Large Cap Value Fund Class R6 | Large Cap Value Equities | 63 | -1.25% | Jul 2, 2012 | PHSTX vs PEQSX | |
| Putnam Sustainable Leaders Fund | Large Cap Growth Equities | 15 | -11.73% | Aug 31, 1990 | PHSTX vs PNOPX | |
| Putnam Multi-Cap Core Fund | Large Cap Blend Equities | 39 | -7.83% | Sep 24, 2010 | PHSTX vs PMYYX | |
| Putnam Ultra Short Duration Income Fund | Ultrashort Bond | 99 | 0.38% | Oct 17, 2011 | PHSTX vs PSDYX | |
| Putnam Large Cap Growth Y | Large Cap Growth Equities | 21 | -12.89% | Aug 27, 1999 | PHSTX vs PGOYX | |
| Putnam Research Fund | Large Cap Blend Equities | 59 | -6.12% | Oct 2, 1995 | PHSTX vs PNRAX |
Often Compared With PHSTX
What investors most often compare with PHSTX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Janus Henderson Global Life Sciences Fund Class A | Health & Biotech Equities | 38 | -6.64% | Dec 31, 1998 | PHSTX vs JFNAX | |
| Fidelity® Select Health Care Portfolio | Health & Biotech Equities | 5 | -9.67% | Jul 14, 1981 | PHSTX vs FSPHX | |
| Fidelity Select Health Care Services Portfolio | Health & Biotech Equities | 1 | -13.20% | Jun 30, 1986 | PHSTX vs FSHCX | |
| State Street Health Care Select Sector SPDR ETF | Health & Biotech Equities | 16 | -4.90% | Dec 16, 1998 | PHSTX vs XLV | |
| Fidelity Select Medical Technology and Devices Por... | Health & Biotech Equities | 2 | -17.58% | Apr 28, 1998 | PHSTX vs FSMEX | |
| Vanguard S&P 500 ETF | S&P 500 | 65 | -4.42% | Sep 7, 2010 | PHSTX vs VOO |
Compare PHSTX with Any Fund or Stock
Compare PHSTX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.