Putnam Retirement Advantage Plus 2065 R4 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.
Putnam Retirement Advantage Plus 2065 Fund Class R4 PCJWX
- NAV / 1-Day Return 13.59 / −0.51 %
- Total Assets 2.1M
-
Adj. Expense Ratio
0.750%
- Expense Ratio 0.180%
- Distribution Fee Level High
- Share Class Type Retirement, Large
- Category Target-Date 2065
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity —
- Status Open
- TTM Yield 1.12%
- Turnover 37%
USD | NAV as of Jun 17, 2026 | 1-Day Return as of Jun 17, 2026, 12:11 AM GMT+0
Morningstar’s Analysis PCJWX
Will PCJWX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the PCJWX 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 PCJWX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- 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 | 83.93 | 2M | — |
Putnam Dynamic Asset Allocation Gr P | 12.26 | 245,920 | — |
Cash And Equivalents | 2.18 | 43,661 | Cash and Equivalents |
Franklin BSP Lending R6 | 0.71 | 14,156 | — |
Clarion Partners Real Estate Inc I | 0.70 | 14,101 | — |
Putnam Fds Tr | 0.22 | 4,434 | — |
United States