Putnam Growth Opportunities Fund (POGAX) belongs to the Large 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 POGAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to POGAX
POGAX charges 0.99% annually. There are 283 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| American Century Growth Fund G Class | 0.01% | — | Mar 2022 | POGAX vs ACIHX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | POGAX vs FSPGX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.94B | Dec 2017 | POGAX vs SWLGX | |
| Vanguard Growth Index Fund Institutional Shares | 0.04% | 393.80B | May 1998 | POGAX vs VIGIX | |
| Vanguard Russell 1000 Growth Index Fund Institutio... | 0.05% | — | Dec 2010 | POGAX vs VRGWX |
Best Risk-Adjusted Alternatives to POGAX
POGAX has a PortfoliosLab risk / return rank of 16. There are 252 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Fund Investor Shares | 91 | 92.00B | Nov 1984 | POGAX vs VPMCX | |
| Chase Growth Fund Institutional Class | 90 | — | Jan 2007 | POGAX vs CHAIX | |
| Chase Growth Fund | 89 | — | Dec 1997 | POGAX vs CHASX | |
| One Rock Fund | 89 | — | Mar 2020 | POGAX vs ONERX | |
| Fidelity Series Growth Company Fund | 88 | — | Nov 2013 | POGAX vs FCGSX |
Top Performing POGAX Alternatives (YTD)
POGAX is at 5.68% YTD. There are 261 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 61.33%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| One Rock Fund | 61.33% | — | Mar 2020 | POGAX vs ONERX | |
| Rydex S&P 500 Pure Growth Fund | 29.02% | — | Feb 2004 | POGAX vs RYGRX | |
| ICON Equity Fund | 28.44% | — | Oct 2002 | POGAX vs IOLZX | |
| Fidelity SAI U.S. Momentum Index Fund | 27.33% | — | Feb 2017 | POGAX vs FUMIX | |
| Chase Growth Fund | 26.84% | — | Dec 1997 | POGAX vs CHASX |
Lowest Volatility Alternatives to POGAX
POGAX has 17.22% 1-year volatility. There are 238 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 6.86% | — | Sep 2019 | POGAX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.73% | — | Jan 2005 | POGAX vs MEIFX | |
| Marshfield Concentrated Opportunity Fund | 10.02% | — | Dec 2015 | POGAX vs MRFOX | |
| CIBC Atlas Equity Income Fund | 10.18% | — | Apr 2010 | POGAX vs AWYIX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.65% | — | Sep 2018 | POGAX vs GQEPX |
Lowest Drawdown Alternatives to POGAX
POGAX has a 1-year max drawdown of -16.42%. There are 270 mutual funds in the Large Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -3.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | -3.63% | — | Sep 2019 | POGAX vs BBLIX | |
| Meridian Enhanced Equity Fund | -4.80% | — | Jan 2005 | POGAX vs MEIFX | |
| LKCM Aquinas Catholic Equity Fund | -7.02% | — | Jul 2005 | POGAX vs AQEIX | |
| Marshfield Concentrated Opportunity Fund | -7.03% | — | Dec 2015 | POGAX vs MRFOX | |
| Davis New York Venture Fund Class Y | -7.97% | — | Feb 1969 | POGAX vs DNVYX |
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 | 12.28% | — | Jun 1977 | POGAX vs PEYAX | |
| Putnam Large Cap Value Fund Class R6 | Large Cap Value Equities | 84 | 12.46% | — | Jul 2012 | POGAX vs PEQSX | |
| Putnam Large Cap Value Fund | Large Cap Value Equities | 84 | 12.42% | — | Jan 1998 | POGAX vs PEIYX | |
| Putnam Global Technology Fund | Technology Equities | 72 | 33.39% | — | Dec 2008 | POGAX vs PGTYX | |
| Putnam Sustainable Leaders Fund | Large Cap Growth Equities | 22 | 4.82% | — | Aug 1990 | POGAX vs PNOPX | |
| Putnam Multi-Cap Core Fund | Large Cap Blend Equities | 50 | 8.70% | — | Sep 2010 | POGAX vs PMYYX | |
| Putnam Large Cap Growth Y | Large Cap Growth Equities | 16 | 5.81% | — | Aug 1999 | POGAX vs PGOYX | |
| Putnam Ultra Short Duration Income Fund | Ultrashort Bond | 99 | 1.78% | — | Oct 2011 | POGAX vs PSDYX | |
| Putnam Small Cap Growth Fund | Small Cap Growth Equities | 32 | 20.77% | — | Dec 1997 | POGAX vs PNSAX | |
| Putnam Research Fund | Large Cap Blend Equities | 79 | 12.84% | — | Oct 1995 | POGAX vs PNRAX |
Often Compared With POGAX
Investors most often compare POGAX with VOO, MEGBX, QQQ. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.
Compare POGAX with Any Fund or Stock
Compare POGAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair POGAX with funds that move differently
Putnam Growth Opportunities Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to POGAX.
Explore POGAX Diversifiers