BlackRock Allocation Target Shares Series E Portfolio (BATEX) Alternatives

BlackRock Allocation Target Shares Series E Portfolio (BATEX) belongs to the High Yield Muni category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with BATEX. 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 BATEX

BATEX charges 0.11% annually. Among mutual funds in the High Yield Muni category, these options have the lowest expense ratios among BATEX alternatives.

Symbol	Name	Expense Ratio	Inception
EWHYX	Eaton Vance High Yield Municipal Income Fund Class...	0.18%	May 9, 2007	BATEX vs EWHYX
HIMFX	American High-Income Municipal Bond Fund Class F-3	0.31%	Jan 27, 2017	BATEX vs HIMFX
AHMFX	American High-Income Municipal Bond Fund Class F-2	0.42%	Aug 1, 2008	BATEX vs AHMFX
SDHIX	Lord Abbett Short Duration High Income Municipal B...	0.50%	Jun 14, 2015	BATEX vs SDHIX
NHMRX	Nuveen High Yield Municipal Bond Fund	0.52%	Jun 6, 1999	BATEX vs NHMRX

Best Risk-Adjusted Alternatives to BATEX

Among mutual funds in the High Yield Muni 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
TMNIX	Counterpoint Tactical Municipal Fund	83	Jun 10, 2018	BATEX vs TMNIX
SDHIX	Lord Abbett Short Duration High Income Municipal B...	70	Jun 14, 2015	BATEX vs SDHIX
PRFHX	T. Rowe Price Tax Free High Yield Fund	65	Feb 28, 1985	BATEX vs PRFHX
ISHYX	Invesco Short Duration High Yield Municipal Fund	54	Sep 29, 2015	BATEX vs ISHYX
MISHX	AB Municipal Income Shares	43	Aug 31, 2010	BATEX vs MISHX

Top Performing BATEX Alternatives (YTD)

BATEX alternatives from the High Yield Muni category, sorted by year-to-date return.

Symbol	Name	YTD Return	Inception
NMZ	Nuveen Municipal High Income Opportunity Fund	3.79%	Nov 19, 2003	BATEX vs NMZ
PRFHX	T. Rowe Price Tax Free High Yield Fund	0.17%	Feb 28, 1985	BATEX vs PRFHX
ISHYX	Invesco Short Duration High Yield Municipal Fund	0.13%	Sep 29, 2015	BATEX vs ISHYX
RWMIX	Redwood Managed Municipal Income Fund	0.01%	Mar 8, 2017	BATEX vs RWMIX
EWHYX	Eaton Vance High Yield Municipal Income Fund Class...	0.00%	May 9, 2007	BATEX vs EWHYX

Lowest Volatility Alternatives to BATEX

BATEX alternatives from the High Yield Muni category, sorted by annualized volatility over the past year.

Symbol	Name	Volatility 1Y	Inception
TMNIX	Counterpoint Tactical Municipal Fund	2.35%	Jun 10, 2018	BATEX vs TMNIX
SDHIX	Lord Abbett Short Duration High Income Municipal B...	3.46%	Jun 14, 2015	BATEX vs SDHIX
NVHIX	Nuveen Short Duration High Yield Municipal Bond Fu...	3.77%	Jan 31, 2013	BATEX vs NVHIX
ISHYX	Invesco Short Duration High Yield Municipal Fund	3.83%	Sep 29, 2015	BATEX vs ISHYX
RWMIX	Redwood Managed Municipal Income Fund	3.89%	Mar 8, 2017	BATEX vs RWMIX

Lowest Drawdown Alternatives to BATEX

BATEX alternatives from the High Yield Muni category, sorted by maximum drawdown over the past year.

Symbol	Name	Max Drawdown 1Y	Inception
TMNIX	Counterpoint Tactical Municipal Fund	-2.21%	Jun 10, 2018	BATEX vs TMNIX
SDHIX	Lord Abbett Short Duration High Income Municipal B...	-3.22%	Jun 14, 2015	BATEX vs SDHIX
NVHIX	Nuveen Short Duration High Yield Municipal Bond Fu...	-3.63%	Jan 31, 2013	BATEX vs NVHIX
ISHYX	Invesco Short Duration High Yield Municipal Fund	-3.79%	Sep 29, 2015	BATEX vs ISHYX
AHYMX	abrdn Short Duration High Yield Municipal Fund	-3.81%	May 30, 2013	BATEX vs AHYMX

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	51	-9.12%	Jan 18, 2000	BATEX vs NASDX
VFAIX	Vanguard Financials Index Fund Admiral Shares	Financials Equities	7	-11.11%	Feb 4, 2004	BATEX vs VFAIX
VTMFX	Vanguard Tax-Managed Balanced Fund Admiral Shares	Diversified Portfolio	68	-3.56%	Sep 6, 1994	BATEX vs VTMFX
VTCLX	Vanguard Tax-Managed Capital Appreciation Fund Adm...	Large Cap Blend Equities	46	-6.78%	Sep 6, 1994	BATEX vs VTCLX
WFSPX	iShares S&P 500 Index Fund	S&P 500	46	-7.06%	Jul 30, 1993	BATEX vs WFSPX
ECAT	BlackRock ESG Capital Allocation Term Trust	Derivative Income, ESG	16	-6.71%	Sep 28, 2021	BATEX vs ECAT
LIVIX	BlackRock LifePath Index 2055 Fund	Target Retirement Date	62	-4.27%	May 30, 2011	BATEX vs LIVIX
FASGX	Fidelity Asset Manager 70% Fund	Diversified Portfolio	70	-2.99%	Dec 30, 1991	BATEX vs FASGX
ASFYX	AlphaSimplex Managed Futures Strategy Fund Class Y	Systematic Trend	8	6.59%	Jul 30, 2010	BATEX vs ASFYX
BDJ	BlackRock Enhanced Equity Dividend Fund	Derivative Income	27	-7.23%	Aug 30, 2005	BATEX vs BDJ

Often Compared With BATEX

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

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
VWALX	Vanguard High-Yield Tax-Exempt Fund Admiral Shares	Municipal Bonds	43	-0.64%	Nov 12, 2001	BATEX vs VWALX
VWLUX	Vanguard Long-Term Tax-Exempt Fund Admiral Shares	Municipal Bonds	46	-0.77%	Feb 12, 2001	BATEX vs VWLUX
FRHIX	Franklin High Yield Tax Free Income Fund	High Yield Muni	33	-0.52%	Mar 17, 1986	BATEX vs FRHIX
ABTYX	AB High Income Municipal Portfolio	High Yield Muni	25	-0.97%	Jan 25, 2010	BATEX vs ABTYX
HIMYX	Pioneer High Income Municipal Fund	High Yield Muni	3	-1.26%	Oct 15, 2006	BATEX vs HIMYX
ABHYX	American Century High-Yield Municipal Fund	High Yield Muni	27	-0.65%	Mar 30, 1998	BATEX vs ABHYX
JHTFX	John Hancock High Yield Municipal Bond Fund	High Yield Muni	10	-0.94%	Dec 30, 1993	BATEX vs JHTFX
FQCHX	Franklin Templeton SMACS: Series CH	High Yield Muni	29	-0.74%	Jun 2, 2019	BATEX vs FQCHX
GHYIX	Goldman Sachs High Yield Municipal Fund Institutio...	High Yield Muni	18	-0.69%	Apr 3, 2000	BATEX vs GHYIX
STXAX	Western Asset Municipal High Income Fund	High Yield Muni	26	-0.56%	Nov 5, 1992	BATEX vs STXAX
FDUAX	First Eagle Short Duration High Yield Municipal Fu...	High Yield Muni	4	-0.44%	Feb 2, 2024	BATEX vs FDUAX
NHMFX	Nuveen High Yield Municipal Bond Fund Class R6	High Yield Muni	15	-0.74%	Jun 30, 2016	BATEX vs NHMFX
NSIOX	Nuveen Strategic Municipal Opportunities Fund	High Yield Muni	22	-0.66%	Dec 15, 2014	BATEX vs NSIOX
ORNAX	Invesco Rochester Municipal Opportunities Fund	High Yield Muni	9	-1.52%	Sep 30, 1993	BATEX vs ORNAX
AMHIX	American High-Income Municipal Bond Fund	High Yield Muni	38	-0.51%	Sep 25, 1994	BATEX vs AMHIX
ACTHX	Invesco High Yield Municipal Fund	High Yield Muni	23	-0.69%	Jan 1, 1986	BATEX vs ACTHX
MMHVX	MainStay MacKay High Yield Municipal Bond Fund	High Yield Muni	25	-0.65%	Mar 30, 2010	BATEX vs MMHVX
CXHYX	Delaware National High-Yield Municipal Bond Fund	High Yield Muni	8	-0.87%	Sep 21, 1986	BATEX vs CXHYX
GWMEX	AMG GW&K Municipal Enhanced Yield Fund	High Yield Muni	12	-1.47%	Dec 29, 2005	BATEX vs GWMEX
NMHIX	Neuberger Berman Municipal High Income Fund	High Yield Muni	28	-0.42%	Jun 21, 2015	BATEX vs NMHIX

Compare BATEX with Any Fund or Stock

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

Symbol name

BlackRock Allocation Target Shares Series E Portfolio

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