Putnam Retirement Advantage 2055 C (PACWX)
| Fund Assets | 18.80M |
| Expense Ratio | 1.55% |
| Min. Investment | $500 |
| Turnover | 21.00% |
| Dividend (ttm) | 1.18 |
| Dividend Yield | 9.07% |
| Dividend Growth | 89.50% |
| Payout Frequency | Annual |
| Ex-Dividend Date | Dec 30, 2025 |
| Previous Close | 13.00 |
| YTD Return | 2.36% |
| 1-Year Return | 17.15% |
| 5-Year Return | 61.60% |
| 52-Week Low | 9.47 |
| 52-Week High | 13.16 |
| Beta (5Y) | n/a |
| Holdings | 3 |
| Inception Date | Sep 1, 2020 |
About PACWX
The Putnam Retirement Advantage 2055 Fund Class C is a target-date mutual fund designed for investors planning to retire around the year 2055. Its primary objective is to provide long-term growth of capital by investing in a diversified mix of asset classes, including domestic and international equities and fixed-income securities. As a target-date fund, its asset allocation evolves over time: the portfolio gradually shifts from a higher concentration in growth-oriented investments such as stocks, toward more conservative holdings like bonds and cash equivalents as the target retirement date approaches. This dynamic adjustment aims to balance risk and return, providing higher growth potential early in an investor’s career and greater capital preservation closer to retirement. The fund is actively managed by Putnam’s Global Asset Allocation team, which employs both strategic and tactical asset allocation strategies to respond to changing market conditions. With a focus on retirement planning, the Putnam Retirement Advantage 2055 Fund Class C plays a vital role in helping long-term investors manage their retirement savings through a professionally managed, diversified approach tailored to their time horizon.
Performance
PACWX had a total return of 17.15% in the past year, including dividends. Since the fund's inception, the average annual return has been 21.12%.
Top Holdings
99.91% of assets| Name | Symbol | Weight |
|---|---|---|
| Putnam Dynamic Asset Allocation Growth Fund, Class P | n/a | 62.81% |
| Putnam Dynamic Asset Allocation Equity Fund, Class P | n/a | 36.63% |
| Putnam Short Term Investment Fund, Class P | n/a | 0.47% |
Dividend History
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| Dec 30, 2025 | $1.1806 | Dec 30, 2025 |
| Dec 31, 2024 | $0.623 | Dec 31, 2024 |
| Dec 29, 2023 | $0.431 | Dec 29, 2023 |
| Dec 30, 2022 | $0.767 | Dec 30, 2022 |
| Dec 31, 2021 | $1.891 | Dec 31, 2021 |
| Dec 31, 2020 | $0.182 | Dec 31, 2020 |