BlackRock 60/40 Target Allocation Fund Investor A Shares (BAGPX) 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 BAGPX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BAGPX
BAGPX charges 0.68% annually. There are 289 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 | BAGPX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | BAGPX vs PALDX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 64.10B | Dec 2000 | BAGPX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | BAGPX vs TSAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | BAGPX vs VTMFX |
Best Risk-Adjusted Alternatives to BAGPX
BAGPX has a PortfoliosLab risk / return rank of 62. There are 285 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 | BAGPX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | BAGPX vs TIBIX | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | BAGPX vs NWQIX | |
| Federated Hermes Municipal and Stock Advantage Fun... | 94 | — | Sep 2003 | BAGPX vs FMUAX | |
| Pioneer Balanced ESG Fund | 93 | — | Dec 1991 | BAGPX vs AYBLX |
Top Performing BAGPX Alternatives (YTD)
BAGPX is at 8.99% YTD. There are 145 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 30.31%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 30.31% | — | Jan 1998 | BAGPX vs EKBAX | |
| Greenspring Fund | 19.30% | — | Jun 1983 | BAGPX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 18.84% | — | Aug 1998 | BAGPX vs MHELX | |
| ICON Equity Income Fund | 18.66% | — | May 2004 | BAGPX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 16.85% | — | Dec 2002 | BAGPX vs TIBIX |
Lowest Volatility Alternatives to BAGPX
BAGPX has 9.97% 1-year volatility. There are 376 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.85%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.85% | — | Nov 2003 | BAGPX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.82% | — | Nov 2003 | BAGPX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.87% | — | Apr 2012 | BAGPX vs SCLAX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | BAGPX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | BAGPX vs CSTAX |
Lowest Drawdown Alternatives to BAGPX
BAGPX has a 1-year max drawdown of -7.33%. There are 380 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 | BAGPX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | BAGPX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | BAGPX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | BAGPX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | BAGPX vs CSTAX |
Other Mutual Funds from BlackRock
The 10 most viewed BlackRock mutual funds shown here include ECAT, WFSPX, BDMIX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| BlackRock ESG Capital Allocation Term Trust | Tactical Allocation, Derivative Income, ESG | 40 | 14.87% | — | Sep 2021 | BAGPX vs ECAT | |
| iShares S&P 500 Index Fund Class K | S&P 500 | 68 | 11.30% | — | Jul 1993 | BAGPX vs WFSPX | |
| BlackRock Global Equity Market Neutral Fund Class ... | Equity Market Neutral | 96 | 11.80% | — | Dec 2012 | BAGPX vs BDMIX | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 68 | 12.25% | — | May 2011 | BAGPX vs LIVIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 77 | 11.70% | — | Dec 1991 | BAGPX vs FASGX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 55 | 9.82% | — | Jul 2010 | BAGPX vs ASFYX | |
| BlackRock Enhanced Equity Dividend Fund | Derivative Income | 43 | 6.43% | — | Aug 2005 | BAGPX vs BDJ | |
| BlackRock Technology Opportunities Fund Investor A | Technology Equities | 41 | 31.15% | — | Apr 2000 | BAGPX vs BGSAX | |
| Fidelity Asset Manager 40% Fund | Diversified Portfolio | 80 | 7.36% | — | Oct 2007 | BAGPX vs FFANX | |
| Fidelity Asset Manager 85% Fund | Diversified Portfolio | 76 | 13.91% | — | Sep 1999 | BAGPX vs FAMRX |
Often Compared With BAGPX
Investors most often compare BAGPX with SMIFX, FCSRX, FIQDX. These 15 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare BAGPX with Any Fund or Stock
Compare BAGPX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BAGPX with funds that move differently
BlackRock 60/40 Target Allocation Fund Investor A Shares alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BAGPX.
Explore BAGPX Diversifiers