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Putnam Retirement Advantage 2055 C (PACWX)

12.08
+0.07
+(0.58%)
As of 8:06:56 AM EDT. Market Open.
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  • Previous Close 12.01
  • YTD Return -1.62%
  • Expense Ratio 1.55%
  • Category Target-Date 2055
  • Last Cap Gain 10.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 14.66M
  • Beta (5Y Monthly) 1.16
  • Yield 3.48%
  • 5y Average Return --
  • Holdings Turnover 21.00%
  • Last Dividend 0.41
  • Inception Date Sep 1, 2020

The fund's asset allocation strategy may be attractive to investors who plan to retire or otherwise intend to begin making periodic withdrawals of their investments in or about 2055 (the target date). It is designed to provide diversification among different asset classes by investing its assets in other Putnam mutual funds, referred to as underlying funds.

Franklin Templeton Investments

Fund Family

Target-Date 2055

Fund Category

14.66M

Net Assets

2020-09-01

Inception Date

Performance Overview: PACWX

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Trailing returns as of 5/12/2025. Category is Target-Date 2055.

YTD Return

PACWX
1.62%
Category
12.13%
 

1-Year Return

PACWX
11.18%
Category
37.63%
 

3-Year Return

PACWX
10.92%
Category
13.82%
 

5-Year Return

PACWX
12.89%
Category
13.76%
 

Holdings: PACWX

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Sector Weightings

SectorPACWX
Technology   25.09%
Healthcare   10.54%
Industrials   9.08%
Energy   3.39%
Utilities   2.46%
Real Estate   2.27%

Recent News: PACWX

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Research Reports: PACWX

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