BlackRock 80/20 Target Allocation Fund Class A (BAAPX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with BAAPX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BAAPX
BAAPX charges 0.66% annually. There are 273 mutual funds in the Diversified Portfolio category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | — | Jan 2022 | BAAPX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | BAAPX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | BAAPX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | BAAPX vs BWBIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | BAAPX vs FYMIX |
Best Risk-Adjusted Alternatives to BAAPX
BAAPX has a PortfoliosLab risk / return rank of 72. There are 168 mutual funds in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | — | Nov 2003 | BAAPX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | BAAPX vs TIBIX | |
| Allspring Diversified Capital Builder Fund | 97 | — | Jan 1998 | BAAPX vs EKBAX | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | BAAPX vs NWQIX | |
| Fidelity Strategic Real Return Fund Class K6 | 96 | — | Sep 2005 | BAAPX vs FSRKX |
Top Performing BAAPX Alternatives (YTD)
BAAPX is at 12.53% YTD. There are 36 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 36.56%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 36.56% | — | Jan 1998 | BAAPX vs EKBAX | |
| Greenspring Fund | 21.59% | — | Jun 1983 | BAAPX vs GRSPX | |
| Thornburg Investment Income Builder Fund Class I | 17.96% | — | Dec 2002 | BAAPX vs TIBIX | |
| MH Elite Small Cap Fund of Funds Fund | 17.65% | — | Aug 1998 | BAAPX vs MHELX | |
| Disciplined Growth Investors Fund | 17.45% | — | Aug 2011 | BAAPX vs DGIFX |
Lowest Volatility Alternatives to BAAPX
BAAPX has 11.07% 1-year volatility. There are 461 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.86% | — | Nov 2003 | BAAPX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.63% | — | Apr 2012 | BAAPX vs SCLAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.80% | — | Nov 2003 | BAAPX vs SICIX | |
| Ave Maria Bond Fund | 2.93% | — | Apr 2003 | BAAPX vs AVEFX | |
| American Funds College 2027 Fund | 3.03% | — | Sep 2012 | BAAPX vs CSTAX |
Lowest Drawdown Alternatives to BAAPX
BAAPX has a 1-year max drawdown of -8.68%. There are 474 mutual funds in the Diversified Portfolio category with shallower 1-year drawdowns, going as shallow as -0.36%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.36% | — | Nov 2003 | BAAPX vs STDAX | |
| Fidelity Strategic Real Return Fund Class K6 | -1.93% | — | Sep 2005 | BAAPX vs FSRKX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | -1.94% | — | Oct 2018 | BAAPX vs FIQDX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | -1.99% | — | Sep 2005 | BAAPX vs FCSRX | |
| Fidelity Strategic Real Return Fund | -2.05% | — | Sep 2005 | BAAPX vs FSRRX |
Other Mutual Funds from BlackRock
The 10 most viewed BlackRock mutual funds shown here include NASDX, VFAIX, VTMFX and span 10 categories. AUM among these funds goes as high as $29B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Shelton Capital Management Nasdaq-100 Index Fund D... | Large Cap Growth Equities | 75 | 21.38% | — | Jan 2000 | BAAPX vs NASDX | |
| Vanguard Financials Index Fund Admiral Shares | Financials Equities | 4 | -5.08% | 13.70B | Feb 2004 | BAAPX vs VFAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | Diversified Portfolio | 81 | 6.03% | 11.90B | Sep 1994 | BAAPX vs VTMFX | |
| Vanguard Tax-Managed Capital Appreciation Fund Adm... | Large Cap Blend Equities | 70 | 11.31% | 28.60B | Sep 1994 | BAAPX vs VTCLX | |
| iShares S&P 500 Index Fund | S&P 500 | 73 | 11.69% | — | Jul 1993 | BAAPX vs WFSPX | |
| BlackRock ESG Capital Allocation Term Trust | Derivative Income, ESG | 28 | 11.23% | — | Sep 2021 | BAAPX vs ECAT | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 69 | 13.10% | — | May 2011 | BAAPX vs LIVIX | |
| BlackRock Global Long/Short Equity Fund Class I | Long-Short | 92 | 12.48% | — | Dec 2012 | BAAPX vs BDMIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 77 | 11.93% | — | Dec 1991 | BAAPX vs FASGX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 67 | 15.25% | — | Jul 2010 | BAAPX vs ASFYX |
Often Compared With BAAPX
Investors most often compare BAAPX with BALFX, CONWX, BDJ. These 17 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare BAAPX with Any Fund or Stock
Compare BAAPX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BAAPX with funds that move differently
BlackRock 80/20 Target Allocation Fund Class A alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BAAPX.
Explore BAAPX Diversifiers