Putnam RetirementReady 2065 Fund (PCJSX) 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 PCJSX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PCJSX
PCJSX charges 0.03% annually. There are 17 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 2030 Fund | 0.01% | — | Feb 2001 | PCJSX vs PMTIX | |
| Principal LifeTime 2055 Fund | 0.01% | — | Feb 2008 | PCJSX vs LTFIX | |
| American Funds 2065 Target Date Retirement Fund | 0.01% | — | Mar 2020 | PCJSX vs FCQTX | |
| Principal LifeTime 2050 Fund | 0.01% | — | Feb 2001 | PCJSX vs PPLIX | |
| Principal LifeTime 2025 Fund | 0.01% | — | Feb 2008 | PCJSX vs LTSTX |
Best Risk-Adjusted Alternatives to PCJSX
PCJSX has a PortfoliosLab risk / return rank of 33. There are 653 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 | |
|---|---|---|---|---|---|
| Putnam Retirement Advantage Maturity Fund | 86 | — | Dec 2019 | PCJSX vs PADLX | |
| Fidelity Managed Retirement 2020 Fund | 86 | — | Dec 2007 | PCJSX vs FIRVX | |
| Fidelity Managed Retirement Income Fund Class K | 86 | — | Aug 2019 | PCJSX vs FRKMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 86 | — | Aug 2019 | PCJSX vs FRHMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 85 | — | Aug 2007 | PCJSX vs FRAMX |
Top Performing PCJSX Alternatives (YTD)
PCJSX is at 8.05% YTD. There are 391 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 | |
|---|---|---|---|---|---|
| Fidelity Managed Retirement Income Fund Class K | 15,640,638.04% | — | Aug 2019 | PCJSX vs FRKMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 1,644,791.35% | — | Aug 2007 | PCJSX vs FRAMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 1,464,383.96% | — | Aug 2019 | PCJSX vs FRHMX | |
| Fidelity Managed Retirement 2020 Fund | 1,440,933.92% | — | Dec 2007 | PCJSX vs FIRVX | |
| Fidelity Flex Freedom Blend 2060 Fund | 14.17% | — | Jun 2017 | PCJSX vs FWLSX |
Lowest Volatility Alternatives to PCJSX
PCJSX has 12.76% 1-year volatility. There are 503 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 | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.50% | — | Nov 2015 | PCJSX vs TDIFX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.32% | — | Aug 2007 | PCJSX vs FRQIX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 4.32% | — | Aug 2007 | PCJSX vs FRIMX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.33% | — | Aug 2007 | PCJSX vs FRQAX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.35% | — | Oct 2009 | PCJSX vs FIKFX |
Lowest Drawdown Alternatives to PCJSX
PCJSX has a 1-year max drawdown of -9.36%. There are 516 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 | PCJSX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | -3.32% | — | Oct 2009 | PCJSX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | PCJSX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | -3.41% | — | Aug 2019 | PCJSX vs FRQHX | |
| Fidelity Managed Retirement 2010 Fund Class K | -3.42% | — | Aug 2019 | PCJSX vs FRQKX |
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 | 83 | 12.28% | — | Jun 1977 | PCJSX vs PEYAX | |
| Putnam Large Cap Value Fund Class R6 | Large Cap Value Equities | 84 | 12.46% | — | Jul 2012 | PCJSX vs PEQSX | |
| Putnam Large Cap Value Fund | Large Cap Value Equities | 84 | 12.42% | — | Jan 1998 | PCJSX vs PEIYX | |
| Putnam Growth Opportunities Fund | Large Cap Growth Equities | 16 | 5.68% | — | Oct 1995 | PCJSX vs POGAX | |
| Putnam Global Technology Fund | Technology Equities | 72 | 33.39% | — | Dec 2008 | PCJSX vs PGTYX | |
| Putnam Sustainable Leaders Fund | Large Cap Growth Equities | 22 | 4.82% | — | Aug 1990 | PCJSX vs PNOPX | |
| Putnam Multi-Cap Core Fund | Large Cap Blend Equities | 50 | 8.70% | — | Sep 2010 | PCJSX vs PMYYX | |
| Putnam Large Cap Growth Y | Large Cap Growth Equities | 16 | 5.81% | — | Aug 1999 | PCJSX vs PGOYX | |
| Putnam Ultra Short Duration Income Fund | Ultrashort Bond | 99 | 1.78% | — | Oct 2011 | PCJSX vs PSDYX | |
| Putnam Small Cap Growth Fund | Small Cap Growth Equities | 32 | 20.77% | — | Dec 1997 | PCJSX vs PNSAX |
Often Compared With PCJSX
Investors most often compare PCJSX with ISOLX, PTDIX, PDAHX. These 20 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare PCJSX with Any Fund or Stock
Compare PCJSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PCJSX with funds that move differently
Putnam RetirementReady 2065 Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PCJSX.
Explore PCJSX Diversifiers