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 a closer substitute for your current allocation.
Cheapest Alternatives to BAMPX
BAMPX charges 0.61% annually. There are 245 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 | BAMPX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | BAMPX vs PALDX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 64.10B | Dec 2000 | BAMPX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | BAMPX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | BAMPX vs BWBIX |
Best Risk-Adjusted Alternatives to BAMPX
BAMPX has a PortfoliosLab risk / return rank of 59. There are 255 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 | BAMPX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 97 | — | Dec 2002 | BAMPX vs TIBIX | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | BAMPX vs NWQIX | |
| Pioneer Balanced ESG Fund | 93 | — | Dec 1991 | BAMPX vs AYBLX | |
| Victory Pioneer Balanced Fund Class A | 93 | — | Dec 1991 | BAMPX vs AOBLX |
Top Performing BAMPX Alternatives (YTD)
BAMPX is at 5.61% YTD. There are 315 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 | BAMPX vs EKBAX | |
| Greenspring Fund | 19.30% | — | Jun 1983 | BAMPX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 19.20% | — | Aug 1998 | BAMPX vs MHELX | |
| ICON Equity Income Fund | 18.43% | — | May 2004 | BAMPX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 16.12% | — | Dec 2002 | BAMPX vs TIBIX |
Lowest Volatility Alternatives to BAMPX
BAMPX has 7.57% 1-year volatility. There are 196 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 | BAMPX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.82% | — | Nov 2003 | BAMPX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.87% | — | Apr 2012 | BAMPX vs SCLAX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | BAMPX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | BAMPX vs CSTAX |
Lowest Drawdown Alternatives to BAMPX
BAMPX has a 1-year max drawdown of -5.81%. There are 205 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 | BAMPX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | BAMPX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | BAMPX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | BAMPX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | BAMPX 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 | BAMPX vs ECAT | |
| iShares S&P 500 Index Fund Class K | S&P 500 | 62 | 10.45% | — | Jul 1993 | BAMPX vs WFSPX | |
| BlackRock Global Equity Market Neutral Fund Class ... | Equity Market Neutral | 96 | 11.18% | — | Dec 2012 | BAMPX vs BDMIX | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 60 | 11.17% | — | May 2011 | BAMPX vs LIVIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 71 | 10.57% | — | Dec 1991 | BAMPX vs FASGX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 56 | 10.47% | — | Jul 2010 | BAMPX vs ASFYX | |
| BlackRock Enhanced Equity Dividend Fund | Derivative Income | 45 | 6.96% | — | Aug 2005 | BAMPX vs BDJ | |
| BlackRock Technology Opportunities Fund Investor A | Technology Equities | 40 | 28.69% | — | Apr 2000 | BAMPX vs BGSAX | |
| Fidelity Asset Manager 40% Fund | Diversified Portfolio | 75 | 6.57% | — | Oct 2007 | BAMPX vs FFANX | |
| Fidelity Asset Manager 85% Fund | Diversified Portfolio | 69 | 12.59% | — | Sep 1999 | BAMPX vs FAMRX |
Often Compared With BAMPX
Investors most often compare BAMPX with BIMPX, VGSTX, VWIAX. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare BAMPX with Any Fund or Stock
Compare BAMPX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BAMPX with funds that move differently
BlackRock 40/60 Target Allocation Inv A alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BAMPX.
Explore BAMPX Diversifiers