PACJX Alternatives & Similar Mutual Funds

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
PLWIX	Principal LifeTime 2020 Fund	0.01%	—	Feb 2001	PACJX vs PLWIX
PMTIX	Principal LifeTime 2030 Fund	0.01%	—	Feb 2001	PACJX vs PMTIX
LTFIX	Principal LifeTime 2055 Fund	0.01%	—	Feb 2008	PACJX vs LTFIX
FCQTX	American Funds 2065 Target Date Retirement Fund	0.01%	—	Mar 2020	PACJX vs FCQTX
PPLIX	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 72. There are 68 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
PADLX	Putnam Retirement Advantage Maturity Fund	86	—	Dec 2019	PACJX vs PADLX
FIRVX	Fidelity Managed Retirement 2020 Fund	86	—	Dec 2007	PACJX vs FIRVX
FRKMX	Fidelity Managed Retirement Income Fund Class K	86	—	Aug 2019	PACJX vs FRKMX
FRHMX	Fidelity Managed Retirement Income Fund Class K6	86	—	Aug 2019	PACJX vs FRHMX
FRAMX	Fidelity Advisor Managed Retirement Income Fund Cl...	85	—	Aug 2007	PACJX vs FRAMX

Top Performing PACJX Alternatives (YTD)

PACJX is at 11.09% YTD. There are 233 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 15,640,638.04%.

Symbol	Name	YTD Return	AUM	Inception
FRKMX	Fidelity Managed Retirement Income Fund Class K	15,640,638.04%	—	Aug 2019	PACJX vs FRKMX
FRAMX	Fidelity Advisor Managed Retirement Income Fund Cl...	1,644,791.35%	—	Aug 2007	PACJX vs FRAMX
FRHMX	Fidelity Managed Retirement Income Fund Class K6	1,464,383.96%	—	Aug 2019	PACJX vs FRHMX
FIRVX	Fidelity Managed Retirement 2020 Fund	1,440,933.92%	—	Dec 2007	PACJX vs FIRVX
FWLSX	Fidelity Flex Freedom Blend 2060 Fund	14.17%	—	Jun 2017	PACJX vs FWLSX

Lowest Volatility Alternatives to PACJX

PACJX has 11.73% 1-year volatility. There are 395 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.50%.

Symbol	Name	Volatility 1Y	AUM	Inception
TDIFX	Dimensional Retirement Income Fund	3.50%	—	Nov 2015	PACJX vs TDIFX
FRIMX	Fidelity Advisor Managed Retirement Income Fund Cl...	4.32%	—	Aug 2007	PACJX vs FRIMX
FRQIX	Fidelity Advisor Managed Retirement 2010 Fund Clas...	4.32%	—	Aug 2007	PACJX vs FRQIX
FRQAX	Fidelity Advisor Managed Retirement 2010 Fund Clas...	4.33%	—	Aug 2007	PACJX vs FRQAX
FIKFX	Fidelity Freedom Index Income Fund Investor Class	4.35%	—	Oct 2009	PACJX vs FIKFX

Lowest Drawdown Alternatives to PACJX

PACJX has a 1-year max drawdown of -8.03%. There are 361 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
TDIFX	Dimensional Retirement Income Fund	-2.61%	—	Nov 2015	PACJX vs TDIFX
FIKFX	Fidelity Freedom Index Income Fund Investor Class	-3.32%	—	Oct 2009	PACJX vs FIKFX
FFGZX	Fidelity Freedom Index Income Fund Institutional P...	-3.33%	—	Oct 2009	PACJX vs FFGZX
FRQHX	Fidelity Managed Retirement 2010 Fund Class K6	-3.41%	—	Aug 2019	PACJX vs FRQHX
FRHMX	Fidelity Managed Retirement Income Fund Class K6	-3.42%	—	Aug 2019	PACJX vs FRHMX

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
PEYAX	Putnam Large Cap Value Fund	Large Cap Value Equities	83	12.28%	—	Jun 1977	PACJX vs PEYAX
PEQSX	Putnam Large Cap Value Fund Class R6	Large Cap Value Equities	84	12.46%	—	Jul 2012	PACJX vs PEQSX
PEIYX	Putnam Large Cap Value Fund	Large Cap Value Equities	84	12.42%	—	Jan 1998	PACJX vs PEIYX
POGAX	Putnam Growth Opportunities Fund	Large Cap Growth Equities	16	5.68%	—	Oct 1995	PACJX vs POGAX
PGTYX	Putnam Global Technology Fund	Technology Equities	72	33.39%	—	Dec 2008	PACJX vs PGTYX
PNOPX	Putnam Sustainable Leaders Fund	Large Cap Growth Equities	22	4.82%	—	Aug 1990	PACJX vs PNOPX
PMYYX	Putnam Multi-Cap Core Fund	Large Cap Blend Equities	50	8.70%	—	Sep 2010	PACJX vs PMYYX
PGOYX	Putnam Large Cap Growth Y	Large Cap Growth Equities	16	5.81%	—	Aug 1999	PACJX vs PGOYX
PSDYX	Putnam Ultra Short Duration Income Fund	Ultrashort Bond	99	1.78%	—	Oct 2011	PACJX vs PSDYX
PNSAX	Putnam Small Cap Growth Fund	Small Cap Growth Equities	32	20.77%	—	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.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
SSSYX	State Street Equity 500 Index Fund Class K	S&P 500, Large Cap Blend Equities	65	11.34%	—	Sep 2014	PACJX vs SSSYX
SPY	State Street SPDR S&P 500 ETF	S&P 500	66	10.45%	783.21B	Jan 1993	PACJX vs SPY
FTLSX	Fidelity Flex Freedom Blend Income Fund	Target Retirement Date	73	4.70%	—	Jun 2017	PACJX vs FTLSX
FOTKX	Fidelity Freedom 2010 Fund Class K6	Target Retirement Date	74	5.15%	—	Oct 1996	PACJX vs FOTKX
FFFAX	Fidelity Freedom Income Fund	Target Retirement Date	68	4.56%	—	Oct 1996	PACJX vs FFFAX
URTRX	USAA Target Retirement 2030 Fund	Target Retirement Date	79	8.39%	—	Jul 2008	PACJX vs URTRX
FIRMX	Fidelity Managed Retirement Income Fund	Target Retirement Date	82	3.60%	—	Aug 2007	PACJX vs FIRMX
PDDDX	Prudential Day One 2020 Fund	Target Retirement Date	76	5.38%	—	Dec 2016	PACJX vs PDDDX
PNRAX	Putnam Research Fund	Large Cap Blend Equities	79	12.84%	—	Oct 1995	PACJX vs PNRAX
FNSHX	Fidelity Freedom Income Fund Class K	Target Retirement Date	69	4.58%	—	Jul 2017	PACJX vs FNSHX
URINX	USAA Target Retirement Income Fund	Target Retirement Date	81	5.97%	—	Jul 2008	PACJX vs URINX
FFFCX	Fidelity Freedom 2010 Fund	Target Retirement Date	71	5.06%	—	Oct 1996	PACJX vs FFFCX
FVTKX	Fidelity Freedom 2060 Fund Class K6	Target Retirement Date	72	14.16%	—	Aug 2014	PACJX vs FVTKX
PLTZX	Principal LifeTime 2060 Fund	Target Retirement Date	42	9.09%	—	Feb 2013	PACJX vs PLTZX
PTDIX	Principal LifeTime 2040 Fund	Target Retirement Date	42	7.32%	—	Feb 2001	PACJX vs PTDIX
SSFNX	State Street Target Retirement Fund	Target Retirement Date	84	5.22%	—	Sep 2014	PACJX vs SSFNX
PDAHX	Prudential Day One Income Fund	Target Retirement Date	82	5.04%	—	Dec 2016	PACJX vs PDAHX
JRLVX	John Hancock Funds Multi-Index 2045 Lifetime Portf...	Target Retirement Date	67	11.78%	—	Nov 2013	PACJX vs JRLVX
FFSDX	Fidelity Freedom 2065 Fund Class K	Target Retirement Date	71	14.07%	—	Jun 2019	PACJX vs FFSDX
FYTKX	Fidelity Freedom Income Fund Class K6	Target Retirement Date	72	4.67%	—	Oct 1996	PACJX vs FYTKX

Compare PACJX with Any Fund or Stock

Compare PACJX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

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

Putnam Retirement Advantage 2055 Fund (PACJX) Alternatives