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 365 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 | |
| John Hancock Funds Multi-Index 2060 Lifetime Portf... | 0.01% | — | Mar 2016 | PACJX vs JIEHX | |
| Principal LifeTime 2040 Fund | 0.01% | — | Feb 2001 | PACJX vs PTDIX | |
| Principal LifeTime 2045 Fund | 0.01% | — | Feb 2008 | PACJX vs LTRIX | |
| Principal LifeTime 2030 Fund | 0.01% | — | Feb 2001 | PACJX vs PMTIX |
Best Risk-Adjusted Alternatives to PACJX
PACJX has a PortfoliosLab risk / return rank of 74. There are 110 mutual funds in the Target Retirement Date category with higher risk-adjusted ranks, going as high as 89.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Putnam Retirement Advantage Maturity Fund | 89 | — | Dec 2019 | PACJX vs PADLX | |
| State Street Target Retirement Fund | 88 | — | Sep 2014 | PACJX vs SSFNX | |
| Prudential Day One Income Fund | 85 | — | Dec 2016 | PACJX vs PDAHX | |
| State Street Target Retirement 2025 Fund | 85 | — | Sep 2014 | PACJX vs SSBRX | |
| Dimensional 2060 Target Date Retirement Income Fun... | 83 | — | Nov 2015 | PACJX vs DRILX |
Top Performing PACJX Alternatives (YTD)
PACJX is at 11.16% YTD. There are 235 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 14.17%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Flex Freedom Blend 2060 Fund | 14.17% | — | Jun 2017 | PACJX vs FWLSX | |
| Fidelity Flex Freedom Blend 2065 Fund | 14.11% | — | Jun 2019 | PACJX vs FDFPX | |
| Fidelity Flex Freedom Blend 2055 Fund | 14.07% | — | Jun 2017 | PACJX vs FQLSX | |
| Fidelity Freedom Blend 2055 Fund Class K6 | 14.04% | — | Aug 2018 | PACJX vs FHDDX | |
| Fidelity Freedom Blend 2065 Fund Class K6 | 14.03% | — | Jun 2019 | PACJX vs FFBQX |
Lowest Volatility Alternatives to PACJX
PACJX has 10.88% 1-year volatility. There are 397 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.33%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.33% | — | Nov 2015 | PACJX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | 3.98% | — | Oct 2009 | PACJX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.01% | — | Oct 2009 | PACJX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | 4.14% | — | Aug 2019 | PACJX vs FRQHX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.15% | — | Aug 2007 | PACJX vs FRQAX |
Lowest Drawdown Alternatives to PACJX
PACJX has a 1-year max drawdown of -8.03%. There are 368 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 Income Fund Investor Class | -3.32% | — | Oct 2009 | PACJX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | PACJX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | -3.41% | — | Aug 2019 | PACJX vs FRQHX | |
| Fidelity Managed Retirement Income Fund Class K | -3.42% | — | Aug 2019 | PACJX vs FRKMX |
Other Mutual Funds from Putnam
The 10 most viewed Putnam mutual funds shown here include PEYAX, POGAX, PEQSX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Putnam Large Cap Value Fund | Large Cap Value Equities | 80 | 9.88% | — | Jun 1977 | PACJX vs PEYAX | |
| Putnam Growth Opportunities Fund | Large Cap Growth Equities | 27 | 9.53% | — | Oct 1995 | PACJX vs POGAX | |
| Putnam Large Cap Value Fund Class R6 | Large Cap Value Equities | 81 | 10.03% | — | Jul 2012 | PACJX vs PEQSX | |
| Putnam Large Cap Value Fund | Large Cap Value Equities | 81 | 10.00% | — | Jan 1998 | PACJX vs PEIYX | |
| Putnam Global Technology Fund | Technology Equities | 91 | 44.30% | — | Dec 2008 | PACJX vs PGTYX | |
| Putnam Sustainable Leaders Fund | Large Cap Growth Equities | 27 | 4.81% | — | Aug 1990 | PACJX vs PNOPX | |
| Putnam Multi-Cap Core Fund | Large Cap Blend Equities | 59 | 8.74% | — | Sep 2010 | PACJX vs PMYYX | |
| Putnam Large Cap Growth Y | Large Cap Growth Equities | 28 | 9.63% | — | Aug 1999 | PACJX vs PGOYX | |
| Putnam Ultra Short Duration Income Fund | Ultrashort Bond | 98 | 1.43% | — | Oct 2011 | PACJX vs PSDYX | |
| Putnam Research Fund | Large Cap Blend Equities | 86 | 14.19% | — | Oct 1995 | PACJX vs PNRAX |
Often Compared With PACJX
Investors most often compare PACJX with SPY, SSSYX, 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