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 287 mutual funds in the Large Cap Growth Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Growth Index Fund Institutional Shares | 0.03% | 378.80B | May 1998 | POGAX vs VIGIX | |
| Schwab U.S. Large-Cap Growth Index Fund | 0.04% | 4.75B | Dec 2017 | POGAX vs SWLGX | |
| Fidelity Large Cap Growth Index Fund | 0.04% | — | — | POGAX vs FSPGX | |
| Vanguard Russell 1000 Growth Index Fund Institutio... | 0.05% | — | Dec 2010 | POGAX vs VRGWX | |
| Nuveen Large Cap Growth Index Fund R6 Class | 0.05% | — | Oct 2002 | POGAX vs TILIX |
Best Risk-Adjusted Alternatives to POGAX
POGAX has a PortfoliosLab risk / return rank of 9. There are 295 mutual funds in the Large Cap Growth Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Davis New York Venture Fund Class Y | 90 | — | Feb 1969 | POGAX vs DNVYX | |
| Vanguard PRIMECAP Fund Investor Shares | 90 | 96.10B | Nov 1984 | POGAX vs VPMCX | |
| Vanguard Capital Opportunity Fund Admiral Shares | 84 | 32.70B | Nov 2001 | POGAX vs VHCAX | |
| Chase Growth Fund | 82 | — | Dec 1997 | POGAX vs CHASX | |
| Fidelity Stock Selector All Cap Fund | 80 | — | Sep 1990 | POGAX vs FDSSX |
Top Performing POGAX Alternatives (YTD)
POGAX is at -0.65% YTD. There are 345 mutual funds in the Large Cap Growth Equities category with higher YTD returns, going as high as 28.40%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| ICON Equity Fund | 28.40% | — | Oct 2002 | POGAX vs IOLZX | |
| Chase Growth Fund | 22.47% | — | Dec 1997 | POGAX vs CHASX | |
| Chase Growth Fund Institutional Class | 22.42% | — | Jan 2007 | POGAX vs CHAIX | |
| Fidelity SAI U.S. Momentum Index Fund | 20.70% | — | Feb 2017 | POGAX vs FUMIX | |
| Vanguard PRIMECAP Fund Investor Shares | 20.64% | 96.10B | Nov 1984 | POGAX vs VPMCX |
Lowest Volatility Alternatives to POGAX
POGAX has 18.03% 1-year volatility. There are 257 mutual funds in the Large Cap Growth Equities category with lower 1-year volatility, going as low as 6.77%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| BBH Select Series - Large Cap Fund | 6.77% | — | Sep 2019 | POGAX vs BBLIX | |
| Meridian Enhanced Equity Fund | 9.96% | — | Jan 2005 | POGAX vs MEIFX | |
| CIBC Atlas Equity Income Fund | 10.24% | — | Apr 2010 | POGAX vs AWYIX | |
| Marshfield Concentrated Opportunity Fund | 10.40% | — | Dec 2015 | POGAX vs MRFOX | |
| GQG Partners US Select Quality Equity Fund Investo... | 10.57% | — | Sep 2018 | POGAX vs GQEPX |
Lowest Drawdown Alternatives to POGAX
POGAX has a 1-year max drawdown of -16.42%. There are 272 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 | 92 | 14.98% | — | Jun 1977 | POGAX vs PEYAX | |
| Putnam Large Cap Value Fund Class R6 | Large Cap Value Equities | 93 | 15.20% | — | Jul 2012 | POGAX vs PEQSX | |
| Putnam Large Cap Value Fund | Large Cap Value Equities | 93 | 15.15% | — | Jan 1998 | POGAX vs PEIYX | |
| Putnam Global Technology Fund | Technology Equities | 51 | 24.87% | — | Dec 2008 | POGAX vs PGTYX | |
| Putnam Sustainable Leaders Fund | Large Cap Growth Equities | 22 | 3.34% | — | Aug 1990 | POGAX vs PNOPX | |
| Putnam Multi-Cap Core Fund | Large Cap Blend Equities | 55 | 7.70% | — | Sep 2010 | POGAX vs PMYYX | |
| Putnam Large Cap Growth Y | Large Cap Growth Equities | 9 | -0.51% | — | Aug 1999 | POGAX vs PGOYX | |
| Putnam Ultra Short Duration Income Fund | Ultrashort Bond | 99 | 1.68% | — | Oct 2011 | POGAX vs PSDYX | |
| Putnam Small Cap Growth Fund | Small Cap Growth Equities | 26 | 16.15% | — | Dec 1997 | POGAX vs PNSAX | |
| Putnam Research Fund | Large Cap Blend Equities | 78 | 11.84% | — | Oct 1995 | POGAX vs PNRAX |
Often Compared With POGAX
Investors most often compare POGAX with VOO, MEGBX, QQQ. These 20 comparison targets span 11 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