PAHOX

Active

Putnam Retirement Advantage Maturity Fund

Category: Other (5,046 funds)

Expense Ratio
0.80%
Annual Cost per $10K
$80.00
30-Year Fee Drag per $10K
$15,346
at 7% annual return
Fund Type
Mutual Fund
Active
Trailing 12-Month
+6.92%

Asset Allocation

US Equity
10%
Intl Equity
2%
US Bond
26%
Intl Bond
6%
Cash
3%
Other
52%

Fee Comparison

PAHOX
0.80%
Other average
0.99%
Other cheapest
0.00%
Index benchmark
0.03%

19% cheaper than category average

Historical Returns

Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of August 2025 · Updated quarterly

+28.11%3Y
Compare to

Fee Impact Calculator

$
%
PAHOX at 0.80%$303,882
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$76,730
Cost vs index fund−$73,542

Similar Funds (100)

Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of August 2025

TickerNameER
PAHOXPutnam Retirement Advantage Maturity Fund0.80%
JFLJXJPMorgan Investor Conservative Growth Fund0.93%
JNSAXJPMorgan SmartRetirement 2025 Fund0.79%
JFQUXJPMorgan Investor Balanced Fund0.94%
JSIIXJPMorgan SmartRetirement Income Fund0.69%
JSMAXJPMorgan SmartRetirement 2030 Fund0.79%
FTCCXFranklin Conservative Allocation Fund0.57%
USBSXVictory Cornerstone Moderate Fund1.08%
AOKiShares Core 30/70 Conservative Allocation ETF0.15%
AOMiShares Core 40/60 Moderate Allocation ETF0.15%
USCRXVictory Cornerstone Moderately Aggressive Fund1.07%
PADLXPutnam Retirement Advantage Maturity Fund0.80%
URINXVictory Target Retirement Income Fund0.55%
JBBSXJPMorgan SmartRetirement Blend 2025 Fund0.42%
GIMCXNationwide Investor Destinations Conservative Fund0.53%
UCMCXVictory Cornerstone Moderately Conservative Fund1.18%
MCKAXNYLI Conservative Allocation Fund0.86%
JFBUXJPMorgan Investor Growth & Income Fund0.95%
JRBBXJPMorgan SmartRetirement Blend 2030 Fund0.42%
USCCXVictory Cornerstone Conservative Fund0.42%
GMIMXNationwide Investor Destinations Moderately Conservative Fund0.52%
SRJAXJPMorgan SmartRetirement 2035 Fund0.83%
PAXWXImpax Sustainable Allocation Fund0.93%
URTRXVictory Target Retirement 2030 Fund0.54%
EVCLXThe E-Valuator Conservative (15%-30%) RMS Fund0.98%
JIBBXJPMorgan SmartRetirement Blend Income Fund0.42%
AORiShares Core 60/40 Balanced Allocation ETF0.15%
EVVLXThe E-Valuator Very Conservative (0%-15%) RMS Fund1.11%
FMTZXFranklin Moderate Allocation Fund0.53%
RMTBXAspiriant Risk-Managed Taxable Bond Fund1.17%
NWEIXNationwide Destination Retirement Fund0.46%
JPBRXJPMorgan SmartRetirement Blend 2035 Fund0.42%
NWIIXNationwide Destination 2030 Fund0.46%
BYLDiShares Yield Optimized Bond ETF0.17%
FLMTXFranklin LifeSmart Retirement Income Fund0.46%
GMDIXNationwide Investor Destinations Moderate Fund0.50%
FTLMXFranklin LifeSmart 2025 Retirement Target Fund0.40%
SMTAXJPMorgan SmartRetirement 2040 Fund0.83%
MMRAXNYLI Moderate Allocation Fund0.86%
FRTSXFranklin LifeSmart 2020 Retirement Target Fund0.40%
JNTEXJPMorgan SmartRetirement Blend 2040 Fund0.42%
EAOKiShares ESG Aware 30/70 Conservative Allocation ETF0.18%
URFRXVictory Target Retirement 2040 Fund0.55%
BNDCFlexShares Core Select Bond Fund0.38%
GMIAXNationwide Investor Destinations Moderately Aggressive Fund0.50%
NWLIXNationwide Destination 2035 Fund0.46%
IYLDiShares Morningstar Multi-Asset Income ETF0.50%
PAFOXPutnam Retirement Advantage 2030 Fund0.80%
JFTUXJPMorgan Investor Growth Fund0.96%
JSAAXJPMorgan SmartRetirement 2045 Fund0.83%
AOAiShares Core 80/20 Aggressive Allocation ETF0.15%
MNEAXNYLI Conservative ETF Allocation Fund0.70%
EVTTXThe E-Valuator Conservative/Moderate (30%-50%) RMS Fund1.09%
EAOMiShares ESG Aware 40/60 Moderate Allocation ETF0.18%
FLERXFranklin LifeSmart 2030 Retirement Target Fund0.40%
MDAAXNYLI Moderate ETF Allocation Fund1.12%
JMBRXJPMorgan SmartRetirement Blend 2045 Fund0.42%
FGTRXFranklin Growth Allocation Fund0.85%
JTSAXJPMorgan SmartRetirement 2050 Fund0.83%
EVMLXThe E-Valuator Moderate (50%-70%) RMS Fund0.85%
MHOVXMFS Global High Yield Fund0.74%
FMTLXFranklin LifeSmart 2035 Retirement Target Fund0.40%
NWMHXNationwide Destination 2040 Fund0.46%
TCAIXTHRIVENT MODERATELY CONSERVATIVE ALLOCATION FUND0.80%
JFFAXJPMorgan SmartRetirement 2055 Fund0.83%
JNABXJPMorgan SmartRetirement Blend 2050 Fund0.42%
UCAGXVictory Cornerstone Aggressive Fund1.20%
EAORiShares ESG Aware 60/40 Balanced Allocation ETF0.18%
TMAIXTHRIVENT MODERATE ALLOCATION FUND0.83%
HCUSXThe U.S. Government Fixed Income Securities Portfolio0.14%
JTBBXJPMorgan SmartRetirement Blend 2055 Fund0.42%
KDRNKingsbarn Tactical Bond ETF1.09%
TMAFXTHRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND0.91%
URFFXVictory Target Retirement 2050 Fund0.58%
JAKAXJPMorgan SmartRetirement 2060 Fund0.83%
GAIDXNationwide Investor Destinations Aggressive Fund0.50%
RMEAXAspiriant Risk-Managed Equity Allocation Fund1.49%
PAFUXPutnam Retirement Advantage 2035 Fund0.80%
MGDAXNYLI Growth Allocation Fund0.89%
NWNIXNationwide Destination 2045 Fund0.46%
DYFIIDX Dynamic Fixed Income ETF1.33%
ROBAXRobinson Tax Advantaged Income Fund3.17%
JAABXJPMorgan SmartRetirement Blend 2060 Fund0.42%
HNDLStrategy Shares NASDAQ 7HANDL Index ETF0.95%
NWOIXNationwide Destination 2050 Fund0.46%
DVOAXModerate Allocation Fund1.18%
DIFAXMFS Diversified Income Fund0.55%
FLREXFranklin LifeSmart 2040 Retirement Target Fund0.40%
EVGLXThe E-Valuator Growth (70%-85%) RMS Fund0.82%
PAGJXPutnam Retirement Advantage 2040 Fund0.80%
FTLQXFranklin Corefolio Allocation Fund0.70%
NDOWAnydrus Advantage ETF2.10%
NTDIXNationwide Destination 2055 Fund0.46%
ITDBiShares LifePath Target Date 2030 ETF0.09%
TAAIXTHRIVENT AGGRESSIVE ALLOCATION FUND1.02%
IRTRiShares LifePath Retirement ETF0.08%
EAOAiShares ESG Aware 80/20 Aggressive Allocation ETF0.18%
QDSRXAQR Diversifying Strategies Fund2.96%
JNBZXJPMorgan Income Builder Fund0.52%
FMLTXFranklin LifeSmart 2045 Retirement Target Fund0.40%
HCINXThe Institutional International Equity Portfolio$1M min0.60%

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