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PPGYX Putnam Global Sector Y

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Fund PPGYX Putnam Global Sector Y ACWV iShares Edge MSCI Min Vol Global PRGSX T. Rowe Price Global Stock  
100% 85% 87%
Annual Fees
(0.98% Exp. Ratio)
(0.20% Exp. Ratio)
(0.89% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.49% annual return
$37,000.85 $46,820.96 $38,023.17
Est. savings over 30 yrs +$9,820.11 +$1,022.32
As of 9/30/16
1 YR RETURN 11.26%
3 YR 6.13%
5 YR 12.83%
10 YR --
1 YR RETURN 16.54%
3 YR 9.56%
5 YR --
10 YR --
1 YR RETURN 18.07%
3 YR 10.31%
5 YR 15.37%
10 YR 5.51%
The investment seeks capital appreciation. The fund allocates its assets among eight Putnam global sector funds to provide exposure to sectors of the global market in approximately the same proportions as the sector weightings in the MSCI World Index. Each underlying fund is a non-diversified fund concentrating in the market sector specified in its name, and each invests mainly in common stocks (growth or value stocks or both) of large and midsize companies worldwide that the managers believe have favorable investment potential.
The investment seeks to track the investment results of the MSCI ACWI Minimum Volatility (USD) Index. The fund generally will invest at least 90% of its assets in the component securities of the underlying index and in investments that have economic characteristics that are substantially identical to the component securities of the underlying index. The index measures the combined performance of equity securities in both emerging and developed markets that in aggregate have lower volatility.
The investment seeks long-term growth of capital through investments primarily in the common stocks of established companies throughout the world, including the U.S. The fund will diversify broadly by investing in a variety of industries in developed and, to a lesser extent, emerging markets. It normally invests in at least five countries, one of which will be the U.S. Under normal conditions, at least 80% of the fund's net assets (including any borrowings for investment purposes) will be invested in stocks and at least 40% of the fund's net assets will be invested in stocks of companies outside the U.S.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.


FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.


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