Putnam Retirement Advantage 2065 A (PCJZX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
13.25
0.00 (0.00%)
Jul 8, 2025, 4:00 PM EDT
7.37%
Fund Assets 3.16M
Expense Ratio 0.80%
Min. Investment $500
Turnover 33.00%
Dividend (ttm) 0.70
Dividend Yield 4.96%
Dividend Growth 18.81%
Payout Frequency Annual
Ex-Dividend Date Dec 31, 2024
Previous Close 13.25
YTD Return 8.70%
1-Year Return 13.55%
5-Year Return n/a
52-Week Low 10.63
52-Week High 13.40
Beta (5Y) 0.95
Holdings 4
Inception Date Dec 30, 2020

About PCJZX

Putnam Retirement Advantage 2065 Fund Class A is a target-date mutual fund designed to help investors prepare for retirement around the year 2065. The fund utilizes a diversified investment approach, automatically adjusting its asset allocation as the target date approaches. Early in the lifecycle, the portfolio emphasizes capital appreciation through a higher allocation to equities. As time progresses and the designated retirement year nears, the fund gradually shifts towards more conservative investments, focusing on income and capital preservation. This glide path aims to balance growth potential and risk management for individuals planning long-term retirement savings. The Putnam Retirement Advantage 2065 Fund serves as a comprehensive solution for retirement planning, appealing particularly to those seeking a professionally managed, all-in-one investment aligned with an anticipated retirement date.

Fund Family Franklin Templeton Investments
Category Target-Date 2065+
Stock Exchange NASDAQ
Ticker Symbol PCJZX
Share Class Class A
Index S&P Target Date To 2065+ TR USD

Performance

PCJZX had a total return of 13.55% in the past year, including dividends. Since the fund's inception, the average annual return has been 11.03%.

Other Share Classes

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

Symbol Share Class Expense Ratio
PCKJX Class R6 0.45%
PCKEX Class Y 0.55%
PCKIX Class R5 0.55%
PCKHX Class R4 0.70%

Top 10 Holdings

100.00% of assets
Name Symbol Weight
Putnam Dynamic Asset Allocation Equity P n/a 78.13%
Putnam Dynamic Asset Allocation Gr P n/a 21.32%
Putnam Fds Tr n/a 0.47%
Net Cash n/a 0.08%
View More Holdings

Dividend History

Ex-Dividend Amount Pay Date
Dec 31, 2024 $0.701 Dec 31, 2024
Dec 29, 2023 $0.590 Dec 29, 2023
Dec 30, 2022 $0.460 Dec 30, 2022
Dec 31, 2021 $0.673 Dec 31, 2021
Full Dividend History