Putnam Retirement Advantage 2065 Fund (PCKEX) 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 PCKEX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PCKEX
PCKEX 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 2020 Fund | 0.01% | — | Feb 2001 | PCKEX vs PLWIX | |
| John Hancock Funds Multi-Index 2055 Lifetime Portf... | 0.01% | — | Mar 2014 | PCKEX vs JLKYX | |
| John Hancock Funds Multi-Index 2045 Lifetime Portf... | 0.01% | — | Nov 2013 | PCKEX vs JRLVX | |
| Principal LifeTime 2060 Fund | 0.01% | — | Feb 2013 | PCKEX vs PLTZX | |
| American Funds 2065 Target Date Retirement Fund | 0.01% | — | Mar 2020 | PCKEX vs FCQTX |
Best Risk-Adjusted Alternatives to PCKEX
PCKEX has a PortfoliosLab risk / return rank of 69. There are 87 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 | PCKEX vs PADLX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 85 | — | Aug 2007 | PCKEX vs FRAMX | |
| State Street Target Retirement Fund | 84 | — | Sep 2014 | PCKEX vs SSFNX | |
| Prudential Day One Income Fund | 82 | — | Dec 2016 | PCKEX vs PDAHX | |
| Dimensional Retirement Income Fund | 81 | — | Nov 2015 | PCKEX vs TDIFX |
Top Performing PCKEX Alternatives (YTD)
PCKEX is at 10.64% YTD. There are 151 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 1,644,791.35%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor Managed Retirement Income Fund Cl... | 1,644,791.35% | — | Aug 2007 | PCKEX vs FRAMX | |
| USAA Target Retirement 2060 Fund | 12.78% | — | Jul 2013 | PCKEX vs URSIX | |
| Fidelity Flex Freedom Blend 2060 Fund | 12.62% | — | Jun 2017 | PCKEX vs FWLSX | |
| Fidelity Freedom 2065 Fund Class K6 | 12.58% | — | Jun 2019 | PCKEX vs FFSZX | |
| Fidelity Freedom 2055 Fund Class K6 | 12.56% | — | Jun 2011 | PCKEX vs FCTKX |
Lowest Volatility Alternatives to PCKEX
PCKEX has 12.61% 1-year volatility. There are 468 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 | PCKEX vs TDIFX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 4.32% | — | Aug 2007 | PCKEX vs FRIMX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.32% | — | Aug 2007 | PCKEX vs FRQIX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.33% | — | Aug 2007 | PCKEX vs FRQAX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.38% | — | Oct 2009 | PCKEX vs FIKFX |
Lowest Drawdown Alternatives to PCKEX
PCKEX has a 1-year max drawdown of -8.65%. There are 411 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 | PCKEX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | -3.32% | — | Oct 2009 | PCKEX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | PCKEX vs FFGZX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | -3.43% | — | Aug 2007 | PCKEX vs FRQIX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | -3.44% | — | Aug 2007 | PCKEX vs FRIMX |
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 | 84 | 12.25% | — | Jun 1977 | PCKEX vs PEYAX | |
| Putnam Large Cap Value Fund Class R6 | Large Cap Value Equities | 85 | 12.43% | — | Jul 2012 | PCKEX vs PEQSX | |
| Putnam Large Cap Value Fund | Large Cap Value Equities | 85 | 12.40% | — | Jan 1998 | PCKEX vs PEIYX | |
| Putnam Growth Opportunities Fund | Large Cap Growth Equities | 13 | 3.62% | — | Oct 1995 | PCKEX vs POGAX | |
| Putnam Global Technology Fund | Technology Equities | 63 | 29.14% | — | Dec 2008 | PCKEX vs PGTYX | |
| Putnam Sustainable Leaders Fund | Large Cap Growth Equities | 21 | 3.89% | — | Aug 1990 | PCKEX vs PNOPX | |
| Putnam Multi-Cap Core Fund | Large Cap Blend Equities | 48 | 7.85% | — | Sep 2010 | PCKEX vs PMYYX | |
| Putnam Large Cap Growth Y | Large Cap Growth Equities | 14 | 3.75% | — | Aug 1999 | PCKEX vs PGOYX | |
| Putnam Ultra Short Duration Income Fund | Ultrashort Bond | 99 | 1.68% | — | Oct 2011 | PCKEX vs PSDYX | |
| Putnam Small Cap Growth Fund | Small Cap Growth Equities | 29 | 18.32% | — | Dec 1997 | PCKEX vs PNSAX |
Often Compared With PCKEX
Investors most often compare PCKEX with PNRAX, DRIKX, DTDRX. These 20 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare PCKEX with Any Fund or Stock
Compare PCKEX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PCKEX with funds that move differently
Putnam Retirement Advantage 2065 Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PCKEX.
Explore PCKEX Diversifiers