Morningstar

Putnam Retirement Advantage Plus 2065 Fund Class Y PCJSX

Morningstar Medalist Rating
Medalist Rating as of | See Franklin Templeton Investment Hub
  • NAV / 1-Day Return 13.69  /  +0.37 %
  • Total Assets 2.1M
  • Adj. Expense Ratio
    0.700%
  • Expense Ratio 0.030%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Target-Date 2065
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 1.26%
  • Turnover 37%

USD | NAV as of Jul 11, 2026 | 1-Day Return as of Jul 11, 2026, 12:11 AM GMT+0

Morningstar’s Analysis PCJSX

Will PCJSX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PCJSX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the PCJSX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of PCJSX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Putnam Retirement Advantage Plus 2065 Y holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings PCJSX

More PCJSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 97.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Putnam Dynamic Asset Allocation Equity P

84.07 2M
—

Putnam Dynamic Asset Allocation Gr P

12.30 258,720
—

Cash And Equivalents

2.22 46,769
Cash and Equivalents

Franklin BSP Lending R6

0.67 14,170
—

Clarion Partners Real Estate Inc I

0.67 14,051
—

Putnam Fds Tr

0.06 1,204
—

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