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 241 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 | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | BAMPX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | BAMPX vs BWBIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | BAMPX vs FYMIX |
Best Risk-Adjusted Alternatives to BAMPX
BAMPX has a PortfoliosLab risk / return rank of 69. There are 211 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 | 98 | — | Dec 2002 | BAMPX vs TIBIX | |
| Allspring Diversified Capital Builder Fund | 97 | — | Jan 1998 | BAMPX vs EKBAX | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | BAMPX vs NWQIX | |
| Fidelity Strategic Real Return Fund Class K6 | 96 | — | Sep 2005 | BAMPX vs FSRKX |
Top Performing BAMPX Alternatives (YTD)
BAMPX is at 7.02% YTD. There are 269 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 | BAMPX vs EKBAX | |
| Greenspring Fund | 21.59% | — | Jun 1983 | BAMPX vs GRSPX | |
| Thornburg Investment Income Builder Fund Class I | 17.96% | — | Dec 2002 | BAMPX vs TIBIX | |
| MH Elite Small Cap Fund of Funds Fund | 17.65% | — | Aug 1998 | BAMPX vs MHELX | |
| Disciplined Growth Investors Fund | 17.45% | — | Aug 2011 | BAMPX vs DGIFX |
Lowest Volatility Alternatives to BAMPX
BAMPX has 6.98% 1-year volatility. There are 184 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 Institutional Managed Trust Multi-Asset Capita... | 2.63% | — | Apr 2012 | BAMPX vs SCLAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.80% | — | Nov 2003 | BAMPX vs SICIX | |
| Ave Maria Bond Fund | 2.93% | — | Apr 2003 | BAMPX vs AVEFX | |
| American Funds College 2027 Fund | 3.03% | — | Sep 2012 | BAMPX vs CSTAX |
Lowest Drawdown Alternatives to BAMPX
BAMPX has a 1-year max drawdown of -5.81%. There are 208 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 | |
| Fidelity Strategic Real Return Fund Class K6 | -1.93% | — | Sep 2005 | BAMPX vs FSRKX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | -1.94% | — | Oct 2018 | BAMPX vs FIQDX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | -1.99% | — | Sep 2005 | BAMPX vs FCSRX | |
| Fidelity Strategic Real Return Fund | -2.05% | — | Sep 2005 | BAMPX 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 | BAMPX vs NASDX | |
| Vanguard Financials Index Fund Admiral Shares | Financials Equities | 4 | -5.08% | 13.70B | Feb 2004 | BAMPX vs VFAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | Diversified Portfolio | 81 | 6.03% | 11.90B | Sep 1994 | BAMPX vs VTMFX | |
| Vanguard Tax-Managed Capital Appreciation Fund Adm... | Large Cap Blend Equities | 70 | 11.31% | 28.60B | Sep 1994 | BAMPX vs VTCLX | |
| iShares S&P 500 Index Fund | S&P 500 | 73 | 11.69% | — | Jul 1993 | BAMPX vs WFSPX | |
| BlackRock ESG Capital Allocation Term Trust | Derivative Income, ESG | 28 | 11.23% | — | Sep 2021 | BAMPX vs ECAT | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 69 | 13.10% | — | May 2011 | BAMPX vs LIVIX | |
| BlackRock Global Long/Short Equity Fund Class I | Long-Short | 92 | 12.48% | — | Dec 2012 | BAMPX vs BDMIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 77 | 11.93% | — | Dec 1991 | BAMPX vs FASGX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 67 | 15.25% | — | Jul 2010 | BAMPX vs ASFYX |
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