BlackRock Multi-Asset Income Portfolio (BAICX) 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 BAICX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BAICX
BAICX charges 0.81% annually. There are 345 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 | BAICX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | BAICX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | BAICX vs TSAIX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 64.10B | Dec 2000 | BAICX vs VBAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | BAICX vs BWBIX |
Best Risk-Adjusted Alternatives to BAICX
BAICX has a PortfoliosLab risk / return rank of 53. There are 325 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 | BAICX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 97 | — | Dec 2002 | BAICX vs TIBIX | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | BAICX vs NWQIX | |
| Pioneer Balanced ESG Fund | 93 | — | Dec 1991 | BAICX vs AYBLX | |
| Victory Pioneer Balanced Fund Class A | 93 | — | Dec 1991 | BAICX vs AOBLX |
Top Performing BAICX Alternatives (YTD)
BAICX is at 3.77% YTD. There are 443 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 31.24%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 31.24% | — | Jan 1998 | BAICX vs EKBAX | |
| Greenspring Fund | 19.30% | — | Jun 1983 | BAICX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 19.20% | — | Aug 1998 | BAICX vs MHELX | |
| ICON Equity Income Fund | 18.43% | — | May 2004 | BAICX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 16.12% | — | Dec 2002 | BAICX vs TIBIX |
Lowest Volatility Alternatives to BAICX
BAICX has 5.56% 1-year volatility. There are 76 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 | BAICX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.82% | — | Nov 2003 | BAICX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.87% | — | Apr 2012 | BAICX vs SCLAX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | BAICX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | BAICX vs CSTAX |
Lowest Drawdown Alternatives to BAICX
BAICX has a 1-year max drawdown of -5.00%. There are 129 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 | BAICX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | BAICX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | BAICX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | BAICX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | BAICX 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 | 15.17% | — | Sep 2021 | BAICX vs ECAT | |
| iShares S&P 500 Index Fund Class K | S&P 500 | 62 | 10.45% | — | Jul 1993 | BAICX vs WFSPX | |
| BlackRock Global Equity Market Neutral Fund Class ... | Equity Market Neutral | 96 | 11.18% | — | Dec 2012 | BAICX vs BDMIX | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 60 | 11.17% | — | May 2011 | BAICX vs LIVIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 71 | 10.57% | — | Dec 1991 | BAICX vs FASGX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 56 | 10.47% | — | Jul 2010 | BAICX vs ASFYX | |
| BlackRock Enhanced Equity Dividend Fund | Derivative Income | 45 | 6.96% | — | Aug 2005 | BAICX vs BDJ | |
| BlackRock Technology Opportunities Fund Investor A | Technology Equities | 40 | 28.69% | — | Apr 2000 | BAICX vs BGSAX | |
| Fidelity Asset Manager 40% Fund | Diversified Portfolio | 75 | 6.57% | — | Oct 2007 | BAICX vs FFANX | |
| Fidelity Asset Manager 85% Fund | Diversified Portfolio | 69 | 12.59% | — | Sep 1999 | BAICX vs FAMRX |
Often Compared With BAICX
Investors most often compare BAICX with FMSDX, FOCIX, BUFHX. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare BAICX with Any Fund or Stock
Compare BAICX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BAICX with funds that move differently
BlackRock Multi-Asset Income Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BAICX.
Explore BAICX Diversifiers