PCKHX — Putnam Retirement Advantage 2065 Fund

Data updated: 2026-07-27

PCKHX — Putnam Retirement Advantage 2065 Fund data: holdings, portfolio allocation, expenses, performance, cashflows, risk and SEC filings. Target Date / Glide Path Allocation · $5.78M AUM · 0.70% expense ratio · 21.9% 1-yr return. From SEC regulatory filings.

PCKHX Fund Overview

PCKHX — Putnam Retirement Advantage 2065 Fund is a US mutual fund managed by Putnam Target Date Funds, categorised as Target Date / Glide Path Allocation. ABC INVEST provides holdings, performance, costs, cashflows, risk data, prospectus documents and SEC filings, sourced from SEC filings.

  • Type: US mutual fund
  • Manager: Putnam Target Date Funds
  • Category: Target Date / Glide Path Allocation
  • Assets under management: $5.78M
  • 1-year return: 21.9%
  • Ticker: PCKHX
  • SEC CIK: 0001295293
  • SEC series ID: S000070572
  • Share class ID: C000224157

PCKHX Holdings

Top 3 holdings of Putnam Retirement Advantage 2065 Fund by percentage of net assets, from the fund's latest SEC N-PORT filing.

Holding% of net assets
Putnam Dynamic Asset Allocation Equity Fund76.84%
Putnam Dynamic Asset Allocation Growth Fund22.02%
Putnam Short Term Investment Fund0.37%

View all PCKHX holdings

PCKHX Portfolio Allocation

Asset-class allocation of Putnam Retirement Advantage 2065 Fund by percentage of net assets, from the latest SEC N-PORT filing.

Asset classAllocation
Other99.2%

PCKHX Performance

Total returns for PCKHX (as of 2026-08-01), from SEC filings.

PeriodTotal return
YTD3.6%
1 year21.9%
3 years (annualised)22.2%
5 years (annualised)12.9%

PCKHX Risk Information

Risk metrics for PCKHX, derived from monthly returns in SEC filings.

  • 1-year volatility (annualised): 8.8%

PCKHX Costs and Fees

PCKHX costs about $70 per $10,000 invested per year in fund expenses.

  • Net expense ratio: 0.70%
  • Gross expense ratio: 6.33%
  • Portfolio turnover: 48%
  • Brokerage commissions: 0.00 bps of average net assets (SEC N-CEN)

PCKHX Cashflows

Over the 12 months to 2026-02, Putnam Retirement Advantage 2065 Fund had net inflows of $1.46M, from monthly SEC N-PORT filings.

MonthNet flow
2026-02$163.17K
2026-01−$287.04K
2025-12$418.77K
2025-11$349.96K
2025-10$114.10K
2025-09$127.71K

PCKHX Debt Constituents

No individual debt constituents are reported in Putnam Retirement Advantage 2065 Fund's latest SEC N-PORT filing.

PCKHX Prospectus and SEC Filings

Official Putnam Retirement Advantage 2065 Fund filings on SEC EDGAR — prospectus, portfolio holdings and annual reports.

Related Funds

Other Target Date / Glide Path Allocation funds tracked on ABC INVEST:

Data Sources

ABC INVEST compiles this page from public filings made to the U.S. Securities and Exchange Commission (SEC) through EDGAR: portfolio holdings and monthly cashflows from Form N-PORT, expenses and returns from fund prospectuses (Form 485BPOS) and the SEC DERA Risk/Return Summary data sets, annual data from Form N-CEN, and shareholder reports from Form N-CSR.