Putnam Sustainable Future Fund (PMVAX) Alternatives
Putnam Sustainable Future Fund (PMVAX) belongs to the Mid Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with PMVAX. 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 PMVAX
PMVAX charges 1.00% annually. Among mutual funds in the Mid Cap Growth Equities category, these options have the lowest expense ratios among PMVAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| State Street Small/Mid Cap Equity Index Portfolio | 0.02% | Aug 11, 2015 | PMVAX vs SSMHX | |
| Fidelity Extended Market Index Fund | 0.04% | — | PMVAX vs FSMAX | |
| Morgan Stanley Discovery Portfolio | 0.04% | Apr 30, 2017 | PMVAX vs MMGPX | |
| Fidelity Mid Cap Growth Index Fund | 0.05% | Jul 11, 2019 | PMVAX vs FMDGX | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | PMVAX vs VMGMX |
Best Risk-Adjusted Alternatives to PMVAX
Among mutual funds in the Mid Cap Growth 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 | |
|---|---|---|---|---|
| Timothy Plan Aggressive Growth Fund | 90 | Oct 5, 2000 | PMVAX vs TAAGX | |
| Needham Growth Fund | 79 | Jan 2, 1996 | PMVAX vs NEEGX | |
| Tanaka Growth Fund | 74 | Dec 30, 1998 | PMVAX vs TGFRX | |
| Calamos Timpani SMID Growth Fund | 73 | Jul 31, 2019 | PMVAX vs CTIGX | |
| Baron Focused Growth Fund Institutional Shares | 71 | May 29, 2009 | PMVAX vs BFGIX |
Top Performing PMVAX Alternatives (YTD)
PMVAX alternatives from the Mid Cap Growth Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Kinetics Spin-Off and Corporate Restructuring Fund | 50.22% | May 4, 2007 | PMVAX vs LSHAX | |
| Kinetics Paradigm Fund | 36.66% | Dec 31, 1999 | PMVAX vs WWNPX | |
| Kinetics Market Opportunities Fund No Load Class | 20.82% | Jan 31, 2006 | PMVAX vs KMKNX | |
| Kinetics Market Opportunities Fund | 20.74% | Jan 31, 2006 | PMVAX vs KMKAX | |
| Needham Growth Fund | 10.46% | Jan 2, 1996 | PMVAX vs NEEGX |
Lowest Volatility Alternatives to PMVAX
PMVAX alternatives from the Mid Cap Growth Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Royce International Premier Fund Institutional Cla... | 13.61% | — | PMVAX vs RIPIX | |
| Bright Rock Mid Cap Growth Fund | 15.91% | May 26, 2010 | PMVAX vs BQMGX | |
| Villere Equity Fund | 16.28% | May 31, 2013 | PMVAX vs VLEQX | |
| Value Line Mid Cap Focused Fund | 16.90% | Mar 1, 1950 | PMVAX vs VLIFX | |
| JPMorgan Mid Cap Equity Fund | 17.58% | Dec 31, 1996 | PMVAX vs VSNGX |
Lowest Drawdown Alternatives to PMVAX
PMVAX alternatives from the Mid Cap Growth Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Baron Asset Fund Institutional Class | -11.12% | May 29, 2009 | PMVAX vs BARIX | |
| Baron Asset Fund | -11.12% | Jun 12, 1987 | PMVAX vs BARAX | |
| Virtus KAR Small-Cap Core Fund | -11.21% | Oct 18, 1996 | PMVAX vs PKSFX | |
| FAM Value Fund | -11.38% | Jan 2, 1987 | PMVAX vs FAMVX | |
| Villere Equity Fund | -11.43% | May 31, 2013 | PMVAX vs VLEQX |
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 | PMVAX vs PEYAX | |
| Putnam Growth Opportunities Fund | Large Cap Growth Equities | 21 | -12.94% | Oct 2, 1995 | PMVAX vs POGAX | |
| Putnam Large Cap Value Fund | Large Cap Value Equities | 63 | -1.25% | Jan 10, 1998 | PMVAX vs PEIYX | |
| Putnam Global Technology Fund | Technology Equities | 66 | -8.01% | Dec 17, 2008 | PMVAX vs PGTYX | |
| Putnam Large Cap Value Fund Class R6 | Large Cap Value Equities | 63 | -1.25% | Jul 2, 2012 | PMVAX vs PEQSX | |
| Putnam Sustainable Leaders Fund | Large Cap Growth Equities | 15 | -11.73% | Aug 31, 1990 | PMVAX vs PNOPX | |
| Putnam Multi-Cap Core Fund | Large Cap Blend Equities | 39 | -7.83% | Sep 24, 2010 | PMVAX vs PMYYX | |
| Putnam Ultra Short Duration Income Fund | Ultrashort Bond | 99 | 0.38% | Oct 17, 2011 | PMVAX vs PSDYX | |
| Putnam Large Cap Growth Y | Large Cap Growth Equities | 21 | -12.89% | Aug 27, 1999 | PMVAX vs PGOYX | |
| Putnam Research Fund | Large Cap Blend Equities | 59 | -6.12% | Oct 2, 1995 | PMVAX vs PNRAX |
Often Compared With PMVAX
What investors most often compare with PMVAX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Essex Environmental Opportunities Fund | Mid Cap Growth Equities | 65 | -3.10% | Sep 1, 2017 | PMVAX vs EEOFX | |
| Baron Focused Growth Fund | Mid Cap Growth Equities | 71 | -7.28% | Jun 30, 2008 | PMVAX vs BFGFX | |
| Congress Mid Cap Growth Fund | Mid Cap Growth Equities | 9 | -2.83% | Oct 31, 2012 | PMVAX vs IMIDX | |
| American Funds SMALLCAP World Fund Class A | Foreign Small & Mid Cap Equities, Mid Cap Growth Equities | 45 | -4.37% | Apr 30, 1990 | PMVAX vs SMCWX |
Compare PMVAX with Any Fund or Stock
Compare PMVAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.