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 a closer substitute for your current allocation.
Cheapest Alternatives to PACJX
PACJX charges 0.45% annually. There are 367 mutual funds in the Target Retirement Date category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Principal LifeTime 2055 Fund | 0.01% | — | Feb 2008 | PACJX vs LTFIX | |
| Principal LifeTime 2045 Fund | 0.01% | — | Feb 2008 | PACJX vs LTRIX | |
| Principal LifeTime 2025 Fund | 0.01% | — | Feb 2008 | PACJX vs LTSTX | |
| Principal LifeTime 2040 Fund | 0.01% | — | Feb 2001 | PACJX vs PTDIX | |
| Principal LifeTime 2050 Fund | 0.01% | — | Feb 2001 | PACJX vs PPLIX |
Best Risk-Adjusted Alternatives to PACJX
PACJX has a PortfoliosLab risk / return rank of 69. There are 184 mutual funds in the Target Retirement Date category with higher risk-adjusted ranks, going as high as 86.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| State Street Target Retirement Fund | 86 | — | Sep 2014 | PACJX vs SSFNX | |
| USAA Target Retirement Income Fund | 85 | — | Jul 2008 | PACJX vs URINX | |
| Prudential Day One Income Fund | 85 | — | Dec 2016 | PACJX vs PDAHX | |
| Putnam Retirement Advantage Maturity Fund | 84 | — | Dec 2019 | PACJX vs PADLX | |
| USAA Target Retirement 2030 Fund | 84 | — | Jul 2008 | PACJX vs URTRX |
Top Performing PACJX Alternatives (YTD)
PACJX is at 9.61% YTD. There are 245 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 13.54%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| USAA Target Retirement 2060 Fund | 13.54% | — | Jul 2013 | PACJX vs URSIX | |
| USAA Target Retirement 2050 Fund | 13.05% | — | Jul 2008 | PACJX vs URFFX | |
| Fidelity Flex Freedom Blend 2060 Fund | 12.35% | — | Jun 2017 | PACJX vs FWLSX | |
| Fidelity Flex Freedom Blend 2065 Fund | 12.26% | — | Jun 2019 | PACJX vs FDFPX | |
| Fidelity Flex Freedom Blend 2055 Fund | 12.26% | — | Jun 2017 | PACJX vs FQLSX |
Lowest Volatility Alternatives to PACJX
PACJX has 12.08% 1-year volatility. There are 387 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.51%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.51% | — | Nov 2015 | PACJX vs TDIFX | |
| Fidelity Freedom Index Retirement Fund Investor Cl... | 4.44% | — | Oct 2009 | PACJX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.47% | — | Oct 2009 | PACJX vs FFGZX | |
| MFS Lifetime Income Fund | 4.51% | — | Sep 2005 | PACJX vs MLLIX | |
| Dimensional 2015 Target Date Retirement Income Fun... | 4.52% | — | Nov 2015 | PACJX vs DRIQX |
Lowest Drawdown Alternatives to PACJX
PACJX has a 1-year max drawdown of -8.03%. There are 342 mutual funds in the Target Retirement Date category with shallower 1-year drawdowns, going as shallow as -2.61%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | -2.61% | — | Nov 2015 | PACJX vs TDIFX | |
| Fidelity Freedom Index Retirement Fund Investor Cl... | -3.32% | — | Oct 2009 | PACJX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | PACJX vs FFGZX | |
| Dimensional 2015 Target Date Retirement Income Fun... | -3.47% | — | Nov 2015 | PACJX vs DRIQX | |
| Putnam RetirementReady Maturity Fund | -3.50% | — | Oct 2004 | PACJX vs PRMYX |
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 | PACJX vs PEYAX | |
| Putnam Large Cap Value Fund Class R6 | Large Cap Value Equities | 93 | 15.20% | — | Jul 2012 | PACJX vs PEQSX | |
| Putnam Large Cap Value Fund | Large Cap Value Equities | 93 | 15.15% | — | Oct 1998 | PACJX vs PEIYX | |
| Putnam Growth Opportunities Fund | Large Cap Growth Equities | 9 | -0.65% | — | Oct 1995 | PACJX vs POGAX | |
| Putnam Global Technology Fund | Technology Equities | 51 | 24.87% | — | Dec 2008 | PACJX vs PGTYX | |
| Putnam Sustainable Leaders Fund | Large Cap Growth Equities | 22 | 3.34% | — | Aug 1990 | PACJX vs PNOPX | |
| Putnam Multi-Cap Core Fund | Large Cap Blend Equities | 55 | 7.70% | — | Sep 2010 | PACJX vs PMYYX | |
| Putnam Large Cap Growth Y | Large Cap Growth Equities | 9 | -0.51% | — | Aug 1999 | PACJX vs PGOYX | |
| Putnam Ultra Short Duration Income Fund | Ultrashort Bond | 99 | 1.68% | — | Oct 2011 | PACJX vs PSDYX | |
| Putnam Small Cap Growth Fund | Small Cap Growth Equities | 26 | 16.15% | — | Dec 1997 | PACJX vs PNSAX |
Often Compared With PACJX
Investors most often compare PACJX with SSSYX, SPY, FTLSX. These 20 comparison targets span 3 categories, 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.
Pair PACJX with funds that move differently
Putnam Retirement Advantage 2055 Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PACJX.
Explore PACJX Diversifiers