PGIM Jennison Health Sciences Fund (PHSZX) 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 PHSZX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PHSZX
PHSZX charges 0.86% annually. There are 21 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% | 20.40B | Feb 2004 | PHSZX vs VHCIX | |
| Vanguard Health Care Fund Admiral Shares | 0.27% | 38.80B | Nov 2001 | PHSZX vs VGHAX | |
| Vanguard Health Care Fund Investor Shares | 0.33% | 38.80B | May 1984 | PHSZX vs VGHCX | |
| Fidelity Advisor Health Care Fund Class Z | 0.59% | — | Oct 2018 | PHSZX vs FIKCX | |
| Fidelity Advisor Biotechnology Fund Class Z | 0.61% | — | Oct 2018 | PHSZX vs FIJYX |
Best Risk-Adjusted Alternatives to PHSZX
PHSZX has a PortfoliosLab risk / return rank of 78. There are 17 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 | |
|---|---|---|---|---|---|
| Alger Health Sciences Fund | 96 | — | Apr 2002 | PHSZX vs AHSAX | |
| Franklin Biotechnology Discovery Fund | 96 | — | Sep 1997 | PHSZX vs FBDIX | |
| Fidelity Advisor Biotechnology Fund I Class | 95 | — | Dec 2000 | PHSZX vs FBTIX | |
| Fidelity Advisor Biotechnology Fund Class Z | 95 | — | Oct 2018 | PHSZX vs FIJYX | |
| Fidelity Advisor Biotechnology Fund Class A | 95 | — | Dec 2000 | PHSZX vs FBTAX |
Top Performing PHSZX Alternatives (YTD)
PHSZX is at 8.51% YTD. There are 27 mutual funds in the Health & Biotech Equities category with higher YTD returns, going as high as 23.82%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor Biotechnology Fund Class Z | 23.82% | — | Oct 2018 | PHSZX vs FIJYX | |
| Fidelity Advisor Biotechnology Fund I Class | 23.73% | — | Dec 2000 | PHSZX vs FBTIX | |
| Fidelity Advisor Biotechnology Fund Class A | 23.56% | — | Dec 2000 | PHSZX vs FBTAX | |
| Alger Health Sciences Fund | 23.38% | — | Apr 2002 | PHSZX vs AHSAX | |
| Fidelity Advisor Biotechnology Fund Class M | 23.36% | — | Dec 2000 | PHSZX vs FBTTX |
Lowest Volatility Alternatives to PHSZX
PHSZX has 18.58% 1-year volatility. There are 30 mutual funds in the Health & Biotech Equities category with lower 1-year volatility, going as low as 14.28%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco Health Care Fund | 14.28% | — | Aug 1989 | PHSZX vs GGHCX | |
| Live Oak Health Sciences Fund | 14.83% | — | Jun 2001 | PHSZX vs LOGSX | |
| BlackRock Health Sciences Opportunities Portfolio | 14.93% | — | Dec 1999 | PHSZX vs SHSAX | |
| Saratoga Health & Biotechnology Fund | 14.93% | — | Jul 1999 | PHSZX vs SHPAX | |
| Health Sciences Opportunities Fund Class Instituti... | 14.94% | — | Oct 2000 | PHSZX vs SHSSX |
Lowest Drawdown Alternatives to PHSZX
PHSZX has a 1-year max drawdown of -12.24%. There are 28 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 | PHSZX vs FBIOX | |
| Live Oak Health Sciences Fund | -8.13% | — | Jun 2001 | PHSZX vs LOGSX | |
| Rydex Biotechnology Fund | -8.43% | — | Mar 1998 | PHSZX vs RYOIX | |
| AlphaCentric LifeSci Healthcare Fund | -8.49% | — | Nov 2019 | PHSZX vs LYFIX | |
| Fidelity Advisor Biotechnology Fund Class Z | -8.88% | — | Oct 2018 | PHSZX vs FIJYX |
Other Mutual Funds from PGIM
The 10 most viewed PGIM mutual funds shown here include PJFAX, PHYQX, PTRQX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| PGIM Jennison Growth Fund | Large Cap Growth Equities | 11 | 2.54% | — | Nov 1995 | PHSZX vs PJFAX | |
| PGIM High Yield Fund Class R6 | High Yield Bonds | 65 | 1.16% | — | Oct 2011 | PHSZX vs PHYQX | |
| PGIM Total Return Bond R6 | Intermediate Core-Plus Bond | 26 | -0.45% | — | Dec 2010 | PHSZX vs PTRQX | |
| PGIM Floating Rate Income Fund | Bank Loan | 97 | 2.71% | — | Mar 2011 | PHSZX vs FRFZX | |
| PGIM Total Return Bond Fund Class Z | Intermediate Core-Plus Bond | 24 | -0.50% | — | Jan 1997 | PHSZX vs PDBZX | |
| PGIM 60/40 Allocation Fund | Diversified Portfolio | 76 | 6.54% | — | Sep 2017 | PHSZX vs PALDX | |
| PGIM Short Duration Multi-Sector Bond Fund | Short-Term Bond | 63 | 0.95% | — | Dec 2013 | PHSZX vs SDMZX | |
| PGIM High Yield Fund | High Yield Bonds | 63 | 0.98% | — | Jan 1990 | PHSZX vs PBHAX | |
| PGIM Short Duration High Yield Income Fund | High Yield Bonds | 67 | 1.05% | — | Oct 2012 | PHSZX vs HYSZX | |
| PGIM Jennison International Opportunities Fund | Foreign Large Cap Equities | 7 | 2.22% | — | Jun 2012 | PHSZX vs PWJZX |
Often Compared With PHSZX
Investors most often compare PHSZX with FSMEX, VPMAX, ETIHX. These 15 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare PHSZX with Any Fund or Stock
Compare PHSZX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PHSZX with funds that move differently
PGIM Jennison Health Sciences Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PHSZX.
Explore PHSZX Diversifiers