Franklin 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	8.33%
Dividend Growth	89.50%
Payout Frequency	Annual
Ex-Dividend Date	Dec 30, 2025

Previous Close	14.30
YTD Return	12.35%
1-Year Return	19.17%
5-Year Return	62.29%
52-Week Low	12.15
52-Week High	14.40
Beta (5Y)	0.88
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.

• Fund Family: Franklin Templeton Investments
• Category: Target-Date 2055
• Performance Rating: High
• Risk Rating: Below Average
• Stock Exchange: NASDAQ
• Ticker Symbol: PACWX
• Share Class: Class C Shares
• Index: S&P Target Date To 2055 TR

Performance

PACWX had a total return of 19.17% in the past year, including dividends. Since the fund's inception, the average annual return has been 13.05%.

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol	Share Class	Expense Ratio
PACJX	Class R6 Shares	0.45%
PAAWX	Class Y Shares	0.55%
PADYX	Class A Shares	0.80%
PACSX	Class R Shares	1.20%

Top Holdings

99.87% of assets

Name	Symbol	Weight
Putnam Dynamic Asset Allocation Growth Fund, Class P	n/a	65.36%
Putnam Dynamic Asset Allocation Equity Fund, Class P	n/a	34.08%
Putnam Short Term Investment Fund, Class P	n/a	0.43%

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

Data Sources: Tiingo, Twelve Data, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Twelve Data. Several fund data points are also provided by Finnhub.

Last checked:

Aug 27, 2026

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