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% | 18.50B | Feb 2004 | PHSZX vs VHCIX | |
| Vanguard Health Care Fund Admiral Shares | 0.25% | 36.80B | Nov 2001 | PHSZX vs VGHAX | |
| Vanguard Health Care Fund Investor Shares | 0.30% | 36.80B | 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 34. There are 16 mutual funds in the Health & Biotech Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Franklin Biotechnology Discovery Fund | 91 | — | Sep 1997 | PHSZX vs FBDIX | |
| Eventide Healthcare & Life Sciences Fund | 80 | — | Dec 2012 | PHSZX vs ETIHX | |
| Fidelity Select Biotechnology Portfolio | 80 | — | Dec 1985 | PHSZX vs FBIOX | |
| Fidelity Advisor Biotechnology Fund Class Z | 76 | — | Oct 2018 | PHSZX vs FIJYX | |
| Fidelity Advisor Biotechnology Fund I Class | 75 | — | Dec 2000 | PHSZX vs FBTIX |
Top Performing PHSZX Alternatives (YTD)
PHSZX is at -1.53% YTD. There are 17 mutual funds in the Health & Biotech Equities category with higher YTD returns, going as high as 6.75%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Select Pharmaceuticals Portfolio | 6.75% | — | Jun 2001 | PHSZX vs FPHAX | |
| Rydex Biotechnology Fund | 5.72% | — | Mar 1998 | PHSZX vs RYOIX | |
| Franklin Biotechnology Discovery Fund | 5.57% | — | Sep 1997 | PHSZX vs FBDIX | |
| Fidelity Select Biotechnology Portfolio | 3.85% | — | Dec 1985 | PHSZX vs FBIOX | |
| abrdn World Healthcare Fund | 2.78% | — | Jun 2015 | PHSZX vs THW |
Lowest Volatility Alternatives to PHSZX
PHSZX has 17.63% 1-year volatility. There are 30 mutual funds in the Health & Biotech Equities category with lower 1-year volatility, going as low as 13.02%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Invesco Health Care Fund | 13.02% | — | Aug 1989 | PHSZX vs GGHCX | |
| BlackRock Health Sciences Opportunities Portfolio | 13.67% | — | Dec 1999 | PHSZX vs SHSAX | |
| Health Sciences Opportunities Fund Class Instituti... | 13.68% | — | Oct 2000 | PHSZX vs SHSSX | |
| Live Oak Health Sciences Fund | 14.02% | — | Jun 2001 | PHSZX vs LOGSX | |
| Putnam Global Health Care Fund | 14.12% | — | Aug 2020 | PHSZX vs PGHAX |
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 | -7.65% | — | Jun 2001 | PHSZX vs LOGSX | |
| Franklin Biotechnology Discovery Fund | -7.74% | — | Sep 1997 | PHSZX vs FBDIX | |
| Fidelity Advisor Biotechnology Fund I Class | -8.13% | — | Dec 2000 | PHSZX vs FBTIX | |
| Fidelity Advisor Biotechnology Fund Class Z | -8.13% | — | 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 | 20 | 9.93% | — | Nov 1995 | PHSZX vs PJFAX | |
| PGIM High Yield Fund Class R6 | High Yield Bonds | 75 | 1.85% | — | Oct 2011 | PHSZX vs PHYQX | |
| PGIM Total Return Bond R6 | Intermediate Core-Plus Bond | 25 | 0.68% | — | Dec 2010 | PHSZX vs PTRQX | |
| PGIM Short Duration Multi-Sector Bond Fund | Short-Term Bond | 65 | 1.15% | — | Dec 2013 | PHSZX vs SDMZX | |
| PGIM Total Return Bond Fund Class Z | Intermediate Core-Plus Bond | 24 | 0.64% | — | Jan 1997 | PHSZX vs PDBZX | |
| PGIM Floating Rate Income Fund | Bank Loan | 94 | 2.29% | — | Mar 2011 | PHSZX vs FRFZX | |
| PGIM Short Duration High Yield Income Fund | High Yield Bonds | 74 | 1.50% | — | Oct 2012 | PHSZX vs HYSZX | |
| PGIM High Yield Fund | High Yield Bonds | 71 | 1.69% | — | Jan 1990 | PHSZX vs PBHAX | |
| PGIM Jennison Small Company Fund | Small Cap Growth Equities | 37 | 10.34% | — | Jan 1990 | PHSZX vs PGOAX | |
| PGIM Jennison International Opportunities Fund | Foreign Large Cap Equities | 9 | 13.36% | — | Jun 2012 | PHSZX vs PWJZX |
Often Compared With PHSZX
Investors most often compare PHSZX with FSMEX, VPMAX, AHSAX. These 13 comparison targets span 4 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