Putnam Retirement Advantage 2035 Fund (PCDLX) 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 PCDLX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PCDLX
PCDLX 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 2060 Fund | 0.01% | — | Feb 2013 | PCDLX vs PLTZX | |
| Principal LifeTime 2020 Fund | 0.01% | — | Feb 2001 | PCDLX vs PLWIX | |
| Principal LifeTime 2030 Fund | 0.01% | — | Feb 2001 | PCDLX vs PMTIX | |
| American Funds 2065 Target Date Retirement Fund | 0.01% | — | Mar 2020 | PCDLX vs FCQTX | |
| Principal LifeTime 2040 Fund | 0.01% | — | Feb 2001 | PCDLX vs PTDIX |
Best Risk-Adjusted Alternatives to PCDLX
PCDLX has a PortfoliosLab risk / return rank of 70. There are 149 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 | PCDLX vs SSFNX | |
| USAA Target Retirement Income Fund | 85 | — | Jul 2008 | PCDLX vs URINX | |
| Prudential Day One Income Fund | 85 | — | Dec 2016 | PCDLX vs PDAHX | |
| Putnam Retirement Advantage Maturity Fund | 84 | — | Dec 2019 | PCDLX vs PADLX | |
| USAA Target Retirement 2030 Fund | 84 | — | Jul 2008 | PCDLX vs URTRX |
Top Performing PCDLX Alternatives (YTD)
PCDLX is at 5.90% YTD. There are 458 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 | PCDLX vs URSIX | |
| USAA Target Retirement 2050 Fund | 13.05% | — | Jul 2008 | PCDLX vs URFFX | |
| Fidelity Flex Freedom Blend 2060 Fund | 12.35% | — | Jun 2017 | PCDLX vs FWLSX | |
| Fidelity Flex Freedom Blend 2055 Fund | 12.26% | — | Jun 2017 | PCDLX vs FQLSX | |
| Fidelity Flex Freedom Blend 2065 Fund | 12.26% | — | Jun 2019 | PCDLX vs FDFPX |
Lowest Volatility Alternatives to PCDLX
PCDLX has 8.20% 1-year volatility. There are 189 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 | PCDLX vs TDIFX | |
| Fidelity Freedom Index Retirement Fund Investor Cl... | 4.44% | — | Oct 2009 | PCDLX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.47% | — | Oct 2009 | PCDLX vs FFGZX | |
| MFS Lifetime Income Fund | 4.51% | — | Sep 2005 | PCDLX vs MLLIX | |
| Dimensional 2015 Target Date Retirement Income Fun... | 4.52% | — | Nov 2015 | PCDLX vs DRIQX |
Lowest Drawdown Alternatives to PCDLX
PCDLX has a 1-year max drawdown of -5.40%. There are 145 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 | PCDLX vs TDIFX | |
| Fidelity Freedom Index Retirement Fund Investor Cl... | -3.32% | — | Oct 2009 | PCDLX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | PCDLX vs FFGZX | |
| Dimensional 2015 Target Date Retirement Income Fun... | -3.47% | — | Nov 2015 | PCDLX vs DRIQX | |
| Putnam RetirementReady Maturity Fund | -3.50% | — | Oct 2004 | PCDLX 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 | PCDLX vs PEYAX | |
| Putnam Large Cap Value Fund Class R6 | Large Cap Value Equities | 93 | 15.20% | — | Jul 2012 | PCDLX vs PEQSX | |
| Putnam Large Cap Value Fund | Large Cap Value Equities | 93 | 15.15% | — | Jan 1998 | PCDLX vs PEIYX | |
| Putnam Growth Opportunities Fund | Large Cap Growth Equities | 9 | -0.65% | — | Oct 1995 | PCDLX vs POGAX | |
| Putnam Global Technology Fund | Technology Equities | 51 | 24.87% | — | Dec 2008 | PCDLX vs PGTYX | |
| Putnam Sustainable Leaders Fund | Large Cap Growth Equities | 22 | 3.34% | — | Aug 1990 | PCDLX vs PNOPX | |
| Putnam Multi-Cap Core Fund | Large Cap Blend Equities | 55 | 7.70% | — | Sep 2010 | PCDLX vs PMYYX | |
| Putnam Large Cap Growth Y | Large Cap Growth Equities | 9 | -0.51% | — | Aug 1999 | PCDLX vs PGOYX | |
| Putnam Ultra Short Duration Income Fund | Ultrashort Bond | 99 | 1.68% | — | Oct 2011 | PCDLX vs PSDYX | |
| Putnam Small Cap Growth Fund | Small Cap Growth Equities | 26 | 16.15% | — | Dec 1997 | PCDLX vs PNSAX |
Often Compared With PCDLX
Investors most often compare PCDLX with VOO, PDDDX, FFFAX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare PCDLX with Any Fund or Stock
Compare PCDLX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PCDLX with funds that move differently
Putnam Retirement Advantage 2035 Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PCDLX.
Explore PCDLX Diversifiers