BlackRock 40/60 Target Allocation Inv A (BAMPX) Alternatives

BlackRock 40/60 Target Allocation Inv A (BAMPX) 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 BAMPX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.

Cheapest Alternatives to BAMPX

BAMPX charges 0.61% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among BAMPX alternatives.

Symbol	Name	Expense Ratio	Inception
FRGAX	Fidelity 70% Allocation Fund	0.02%	Jan 1, 2022	BAMPX vs FRGAX
PALDX	PGIM 60/40 Allocation Fund	0.03%	Sep 12, 2017	BAMPX vs PALDX
TSAIX	TIAA-CREF Lifestyle Aggressive Growth Fund	0.04%	Dec 8, 2011	BAMPX vs TSAIX
FYMIX	Fidelity Sustainable Multi-Asset Fund	0.05%	Feb 9, 2022	BAMPX vs FYMIX
BWBIX	Baron WealthBuilder Fund	0.05%	Dec 28, 2017	BAMPX vs BWBIX

Best Risk-Adjusted Alternatives to BAMPX

Among mutual funds in the Diversified Portfolio category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.

Symbol	Name	Risk / Return Rank	Inception
STDAX	SEI Asset Allocation Trust Defensive Strategy Allo...	99	Nov 16, 2003	BAMPX vs STDAX
TIBIX	Thornburg Investment Income Builder Fund Class I	98	Dec 24, 2002	BAMPX vs TIBIX
BERIX	Chartwell Income Fund	96	Sep 2, 1987	BAMPX vs BERIX
NWQIX	Nuveen Flexible Income Fund	96	Dec 8, 2009	BAMPX vs NWQIX
PMAIX	Pioneer Multi-Asset Income Fund A	93	Dec 22, 2011	BAMPX vs PMAIX

Top Performing BAMPX Alternatives (YTD)

BAMPX alternatives from the Diversified Portfolio category, sorted by year-to-date return.

Symbol	Name	YTD Return	Inception
PUDZX	PGIM Real Assets Fund	10.18%	Dec 29, 2010	BAMPX vs PUDZX
TIBIX	Thornburg Investment Income Builder Fund Class I	9.82%	Dec 24, 2002	BAMPX vs TIBIX
AAAAX	DWS RREEF Real Assets Fund - Class A	9.77%	Jul 30, 2007	BAMPX vs AAAAX
IOEZX	ICON Equity Income Fund	9.60%	May 9, 2004	BAMPX vs IOEZX
TPDAX	Timothy Plan Defensive Strategies Fund	9.31%	Nov 3, 2009	BAMPX vs TPDAX

Lowest Volatility Alternatives to BAMPX

BAMPX alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.

Symbol	Name	Volatility 1Y	Inception
STDAX	SEI Asset Allocation Trust Defensive Strategy Allo...	0.93%	Nov 16, 2003	BAMPX vs STDAX
SCLAX	SEI Institutional Managed Trust Multi-Asset Capita...	2.66%	Apr 8, 2012	BAMPX vs SCLAX
AVEFX	Ave Maria Bond Fund	3.44%	Apr 30, 2003	BAMPX vs AVEFX
CSTAX	American Funds College 2027 Fund	3.50%	Sep 13, 2012	BAMPX vs CSTAX
SICIX	SEI Asset Allocation Trust Conservative Strategy F...	3.68%	Nov 16, 2003	BAMPX vs SICIX

Lowest Drawdown Alternatives to BAMPX

BAMPX alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.

Symbol	Name	Max Drawdown 1Y	Inception
STDAX	SEI Asset Allocation Trust Defensive Strategy Allo...	-0.59%	Nov 16, 2003	BAMPX vs STDAX
SCLAX	SEI Institutional Managed Trust Multi-Asset Capita...	-2.32%	Apr 8, 2012	BAMPX vs SCLAX
AVEFX	Ave Maria Bond Fund	-2.52%	Apr 30, 2003	BAMPX vs AVEFX
CSTAX	American Funds College 2027 Fund	-2.72%	Sep 13, 2012	BAMPX vs CSTAX
SICIX	SEI Asset Allocation Trust Conservative Strategy F...	-2.73%	Nov 16, 2003	BAMPX vs SICIX

Other Mutual Funds from BlackRock

Most popular BlackRock mutual funds on PortfoliosLab, across asset classes.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
NASDX	Shelton Capital Management Nasdaq-100 Index Fund D...	Large Cap Growth Equities	65	-6.04%	Jan 18, 2000	BAMPX vs NASDX
VFAIX	Vanguard Financials Index Fund Admiral Shares	Financials Equities	8	-9.18%	Feb 4, 2004	BAMPX vs VFAIX
VTMFX	Vanguard Tax-Managed Balanced Fund Admiral Shares	Diversified Portfolio	75	-2.15%	Sep 6, 1994	BAMPX vs VTMFX
VTCLX	Vanguard Tax-Managed Capital Appreciation Fund Adm...	Large Cap Blend Equities	59	-4.05%	Sep 6, 1994	BAMPX vs VTCLX
WFSPX	iShares S&P 500 Index Fund	S&P 500	58	-4.63%	Jul 30, 1993	BAMPX vs WFSPX
ECAT	BlackRock ESG Capital Allocation Term Trust	Derivative Income, ESG	19	-4.58%	Sep 28, 2021	BAMPX vs ECAT
LIVIX	BlackRock LifePath Index 2055 Fund	Target Retirement Date	74	-1.33%	May 30, 2011	BAMPX vs LIVIX
FASGX	Fidelity Asset Manager 70% Fund	Diversified Portfolio	79	-0.70%	Dec 30, 1991	BAMPX vs FASGX
ASFYX	AlphaSimplex Managed Futures Strategy Fund Class Y	Systematic Trend	9	6.72%	Jul 30, 2010	BAMPX vs ASFYX
BDJ	BlackRock Enhanced Equity Dividend Fund	Derivative Income	29	-5.83%	Aug 30, 2005	BAMPX vs BDJ

Often Compared With BAMPX

What investors most often compare with BAMPX, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
BIMPX	BlackRock 40/60 Target Allocation Fund	Diversified Portfolio	74	-1.31%	Dec 20, 2006	BAMPX vs BIMPX
VGSTX	Vanguard STAR Fund	Diversified Portfolio	69	-2.19%	Mar 29, 1985	BAMPX vs VGSTX
VWIAX	Vanguard Wellesley Income Fund Admiral Shares	Diversified Portfolio	69	0.28%	May 14, 2001	BAMPX vs VWIAX
AOM	iShares Core Moderate Allocation ETF	Diversified Portfolio	77	-0.40%	Nov 4, 2008	BAMPX vs AOM
AOR	iShares Core Growth Allocation ETF	Diversified Portfolio	76	-0.42%	Nov 4, 2008	BAMPX vs AOR
PRPFX	Permanent Portfolio Permanent Portfolio	Diversified Portfolio	92	4.73%	Nov 30, 1982	BAMPX vs PRPFX
SIFAX	SEI Institutional Managed Trust Multi-Asset Inflat...	Diversified Portfolio	89	8.96%	Apr 8, 2012	BAMPX vs SIFAX
CONWX	Concorde Wealth Management Fund	Diversified Portfolio	86	9.02%	Dec 3, 1987	BAMPX vs CONWX

Compare BAMPX with Any Fund or Stock

Compare BAMPX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

Symbol name

BlackRock 40/60 Target Allocation Inv A

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