Putnam Retirement Advantage 2055 Fund (PACJX) Alternatives
Putnam Retirement Advantage 2055 Fund (PACJX) belongs to the Target Retirement Date category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with PACJX. 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 PACJX
PACJX charges 0.45% annually. Among mutual funds in the Target Retirement Date category, these options have the lowest expense ratios among PACJX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Principal LifeTime 2035 Fund | 0.01% | Feb 28, 2008 | PACJX vs LTIUX | |
| Principal LifeTime 2030 Fund | 0.01% | Feb 28, 2001 | PACJX vs PMTIX | |
| John Hancock Funds Multi-Index 2055 Lifetime Portf... | 0.01% | Mar 25, 2014 | PACJX vs JLKYX | |
| Principal LifeTime 2045 Fund | 0.01% | Feb 28, 2008 | PACJX vs LTRIX | |
| American Funds 2065 Target Date Retirement Fund | 0.01% | Mar 26, 2020 | PACJX vs FCQTX |
Best Risk-Adjusted Alternatives to PACJX
Among mutual funds in the Target Retirement Date 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 | |
|---|---|---|---|---|
| USAA Target Retirement Income Fund | 86 | Jul 30, 2008 | PACJX vs URINX | |
| Putnam Retirement Advantage Maturity Fund | 86 | Dec 30, 2019 | PACJX vs PADLX | |
| Fidelity Freedom Income Fund Class K6 | 84 | Oct 17, 1996 | PACJX vs FYTKX | |
| State Street Target Retirement Fund | 84 | Sep 29, 2014 | PACJX vs SSFNX | |
| Fidelity Managed Retirement Income Fund Class K6 | 84 | Aug 1, 2019 | PACJX vs FRHMX |
Top Performing PACJX Alternatives (YTD)
PACJX alternatives from the Target Retirement Date category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Prudential Day One Income Fund | 0.08% | Dec 12, 2016 | PACJX vs PDAHX | |
| State Street Target Retirement Fund | -0.35% | Sep 29, 2014 | PACJX vs SSFNX | |
| Dimensional Retirement Income Fund | -0.37% | Nov 1, 2015 | PACJX vs TDIFX | |
| Prudential Day One 2020 Fund | -0.38% | Dec 12, 2016 | PACJX vs PDDDX | |
| Fidelity Freedom Income Fund Class K6 | -0.40% | Oct 17, 1996 | PACJX vs FYTKX |
Lowest Volatility Alternatives to PACJX
PACJX alternatives from the Target Retirement Date category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Dimensional Retirement Income Fund | 4.31% | Nov 1, 2015 | PACJX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.34% | Oct 2, 2009 | PACJX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.35% | Oct 2, 2009 | PACJX vs FFGZX | |
| Fidelity Managed Retirement Income Fund Class K | 4.58% | Aug 1, 2019 | PACJX vs FRKMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 4.59% | Aug 30, 2007 | PACJX vs FRAMX |
Lowest Drawdown Alternatives to PACJX
PACJX alternatives from the Target Retirement Date category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Dimensional Retirement Income Fund | -2.84% | Nov 1, 2015 | PACJX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | -3.32% | Oct 2, 2009 | PACJX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | Oct 2, 2009 | PACJX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | -3.41% | Aug 1, 2019 | PACJX vs FRQHX | |
| Fidelity Managed Retirement Income Fund Class K6 | -3.42% | Aug 1, 2019 | PACJX vs FRHMX |
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 | PACJX vs PEYAX | |
| Putnam Growth Opportunities Fund | Large Cap Growth Equities | 21 | -12.94% | Oct 2, 1995 | PACJX vs POGAX | |
| Putnam Large Cap Value Fund | Large Cap Value Equities | 63 | -1.25% | Jan 10, 1998 | PACJX vs PEIYX | |
| Putnam Global Technology Fund | Technology Equities | 66 | -8.01% | Dec 17, 2008 | PACJX vs PGTYX | |
| Putnam Large Cap Value Fund Class R6 | Large Cap Value Equities | 63 | -1.25% | Jul 2, 2012 | PACJX vs PEQSX | |
| Putnam Sustainable Leaders Fund | Large Cap Growth Equities | 15 | -11.73% | Aug 31, 1990 | PACJX vs PNOPX | |
| Putnam Multi-Cap Core Fund | Large Cap Blend Equities | 39 | -7.83% | Sep 24, 2010 | PACJX vs PMYYX | |
| Putnam Ultra Short Duration Income Fund | Ultrashort Bond | 99 | 0.38% | Oct 17, 2011 | PACJX vs PSDYX | |
| Putnam Large Cap Growth Y | Large Cap Growth Equities | 21 | -12.89% | Aug 27, 1999 | PACJX vs PGOYX | |
| Putnam Research Fund | Large Cap Blend Equities | 59 | -6.12% | Oct 2, 1995 | PACJX vs PNRAX |
Often Compared With PACJX
What investors most often compare with PACJX, based on PortfoliosLab usage data.
Compare PACJX with Any Fund or Stock
Compare PACJX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.