Franklin Retirement Advantage 2065 R3 (PCKGX)

Fund Assets	3.53M
Expense Ratio	0.95%
Min. Investment	$500
Turnover	33.00%
Dividend (ttm)	0.12
Dividend Yield	0.78%
Dividend Growth	-70.55%
Payout Frequency	Annual
Ex-Dividend Date	Dec 30, 2025

Previous Close	15.76
YTD Return	13.73%
1-Year Return	21.04%
5-Year Return	73.35%
52-Week Low	13.21
52-Week High	15.88
Beta (5Y)	n/a
Holdings	5
Inception Date	Dec 30, 2020

About PCKGX

Putnam Retirement Advantage 2065 Fund Class R3 is a target-date mutual fund designed for individuals aiming to retire around the year 2065. The fund seeks to provide capital appreciation and current income, with its asset allocation shifting over time: early in its lifecycle, it emphasizes growth assets such as equities, and as the target retirement year approaches, it gradually increases its exposure to more conservative investments to help manage risk. This dynamic glide path is tailored to the evolving financial needs of investors as they near retirement. The fund achieves diversification by investing in a mix of underlying Putnam mutual funds, spanning various asset classes. It serves as a comprehensive retirement solution for long-term investors, adjusting its risk profile automatically to match the anticipated retirement timeline and offering broad exposure to both domestic and international markets.

• Fund Family: Franklin Templeton Investments
• Category: Target-Date 2065+
• Performance Rating: High
• Risk Rating: Average
• Stock Exchange: NASDAQ
• Ticker Symbol: PCKGX
• Share Class: Class R3
• Index: S&P Target Date To 2065+ TR USD

Performance

PCKGX had a total return of 21.04% in the past year, including dividends. Since the fund's inception, the average annual return has been 13.06%.

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%
PCKIX	Class R5	0.55%
PCKEX	Class Y	0.55%
PCKHX	Class R4	0.70%

Top Holdings

Name	Symbol	Weight
Franklin Dynamic Asset Allocation Eq P	n/a	76.30%
Franklin Dynamic Asset Allocation Gr P	n/a	23.43%
Putnam Fds Tr	n/a	0.49%
Usd	n/a	0.00%
Usd	n/a	-0.22%

Dividend History

Ex-Dividend	Amount	Pay Date
Dec 30, 2025	$0.8201	Dec 30, 2025
Dec 31, 2024	$0.679	Dec 31, 2024
Dec 29, 2023	$0.564	Dec 29, 2023
Dec 30, 2022	$0.437	Dec 30, 2022
Dec 31, 2021	$0.695	Dec 31, 2021

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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