BlackRock Allocation Target Shares (BATVX) Alternatives

BlackRock Allocation Target Shares (BATVX) belongs to the Municipal Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with BATVX. 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 BATVX

BATVX charges 0.00% annually. Among mutual funds in the Municipal Bonds category, these options have the lowest expense ratios among BATVX alternatives.

Symbol	Name	Expense Ratio	Inception
LSMSX	Western Asset SMASh Series TF Fund	0.01%	Dec 22, 2015	BATVX vs LSMSX
NMTRX	Nuveen Municipal Total Return Managed Accounts	0.05%	May 30, 2007	BATVX vs NMTRX
FHMIX	Federated Hermes Conservative Municipal Microshort...	0.05%	Feb 2, 2021	BATVX vs FHMIX
FSMUX	Strategic Advisers Municipal Bond Fund	0.06%	Jun 24, 2021	BATVX vs FSMUX
FMBIX	Fidelity Municipal Bond Index Fund	0.07%	Jul 11, 2019	BATVX vs FMBIX

Best Risk-Adjusted Alternatives to BATVX

Among mutual funds in the Municipal Bonds 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
ATOIX	abrdn Ultra Short Municipal Income Fund	100	Dec 4, 2002	BATVX vs ATOIX
TFCYX	SEI Institutional Managed Trust Tax-Free Conservat...	99	Apr 21, 2016	BATVX vs TFCYX
APUSX	Cavanal Hill Ultra Short Tax-Free Income Fund	99	Dec 25, 2017	BATVX vs APUSX
FHMIX	Federated Hermes Conservative Municipal Microshort...	99	Feb 2, 2021	BATVX vs FHMIX
USMTX	JPMorgan Ultra-Short Municipal Fund	99	May 30, 2016	BATVX vs USMTX

Top Performing BATVX Alternatives (YTD)

BATVX alternatives from the Municipal Bonds category, sorted by year-to-date return.

Symbol	Name	YTD Return	Inception
NMI	Nuveen Municipal Income Fund, Inc.	6.43%	Apr 20, 1998	BATVX vs NMI
NPV	Nuveen Virginia Quality Municipal Income Fund	4.12%	Mar 18, 1993	BATVX vs NPV
NRK	Nuveen New York AMT Free Quality Municipal Income	3.25%	Nov 21, 2002	BATVX vs NRK
MIY	BlackRock MuniYield Michigan Quality Fund	2.55%	Oct 30, 1992	BATVX vs MIY
NQP	Nuveen Pennsylvania Quality Municipal Income	2.31%	Feb 21, 1991	BATVX vs NQP

Lowest Volatility Alternatives to BATVX

BATVX alternatives from the Municipal Bonds category, sorted by annualized volatility over the past year.

Symbol	Name	Volatility 1Y	Inception
DFSMX	DFA Short Term Municipal Bond Portfolio	0.68%	Aug 19, 2002	BATVX vs DFSMX
USMSX	JPMorgan Ultra-Short Municipal Fund	0.69%	May 31, 2016	BATVX vs USMSX
USMTX	JPMorgan Ultra-Short Municipal Fund	0.70%	May 30, 2016	BATVX vs USMTX
DFABX	DFA Short-Term Selective State Municipal Bond Port...	0.71%	Apr 11, 2022	BATVX vs DFABX
DFCMX	DFA California Short Term Municipal Bond Portfolio	0.79%	Apr 1, 2007	BATVX vs DFCMX

Lowest Drawdown Alternatives to BATVX

BATVX alternatives from the Municipal Bonds category, sorted by maximum drawdown over the past year.

Symbol	Name	Max Drawdown 1Y	Inception
ATOIX	abrdn Ultra Short Municipal Income Fund	-0.10%	Dec 4, 2002	BATVX vs ATOIX
TFCYX	SEI Institutional Managed Trust Tax-Free Conservat...	-0.10%	Apr 21, 2016	BATVX vs TFCYX
APUSX	Cavanal Hill Ultra Short Tax-Free Income Fund	-0.20%	Dec 25, 2017	BATVX vs APUSX
FHMIX	Federated Hermes Conservative Municipal Microshort...	-0.20%	Feb 2, 2021	BATVX vs FHMIX
DFSMX	DFA Short Term Municipal Bond Portfolio	-0.39%	Aug 19, 2002	BATVX vs DFSMX

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

Often Compared With BATVX

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

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
CBTAX	Six Circles Tax Aware Bond Fund	Municipal Bonds	44	-0.57%	May 18, 2020	BATVX vs CBTAX
COLTX	Columbia Tax-Exempt Fund	Municipal Bonds	24	-0.78%	Nov 20, 1978	BATVX vs COLTX
PTEAX	Principal Tax-Exempt Bond Fund	Municipal Bonds	39	-1.06%	Jan 2, 1977	BATVX vs PTEAX
FOHFX	Fidelity Ohio Municipal Income Fund	Municipal Bonds	60	-0.80%	Nov 15, 1985	BATVX vs FOHFX
MYI	BlackRock MuniYield Quality Fund III	Municipal Bonds	9	-1.85%	Apr 13, 1992	BATVX vs MYI
SEPAX	SEI Tax-Exempt Trust Pennsylvania Municipal Bond F...	Municipal Bonds	71	-0.88%	Aug 25, 1998	BATVX vs SEPAX
FUENX	Fidelity Flex Municipal Income Fund	Municipal Bonds	58	-0.50%	Oct 12, 2017	BATVX vs FUENX
VWSUX	Vanguard Short-Term Tax-Exempt Fund Admiral Shares	Municipal Bonds	98	0.24%	Feb 12, 2001	BATVX vs VWSUX
NAC	Nuveen California Quality Municipal Income Fund	Municipal Bonds	71	0.49%	Dec 1, 1998	BATVX vs NAC
ROBNX	Robinson Tax Advantaged Income Fund	Municipal Bonds	15	-1.84%	Sep 29, 2014	BATVX vs ROBNX
VMLUX	Vanguard Limited-Term Tax-Exempt Fund Admiral Shar...	Municipal Bonds	92	-0.12%	Feb 12, 2001	BATVX vs VMLUX
PRINX	T. Rowe Price Summit Municipal Income Fund	Municipal Bonds	29	-0.56%	Oct 28, 1993	BATVX vs PRINX
EILTX	Parametric TABS 5-to-15 Year Laddered Municipal Bo...	Municipal Bonds	67	-1.17%	Jan 31, 2010	BATVX vs EILTX
NCA	Nuveen California Municipal Value Fund	Municipal Bonds	57	5.80%	Oct 7, 1987	BATVX vs NCA
FONPX	Tributary Nebraska Tax-Free Fund	Municipal Bonds	67	-0.75%	Dec 30, 2015	BATVX vs FONPX
FSMNX	Fidelity SAI Municipal Income Fund	Municipal Bonds	53	-0.80%	Oct 2, 2018	BATVX vs FSMNX
SCMTX	DWS Intermediate Tax-Free Fund	Municipal Bonds	65	-0.25%	Apr 11, 1983	BATVX vs SCMTX
VNYUX	Vanguard New York Long-Term Tax-Exempt Fund Admira...	Municipal Bonds	47	-0.59%	May 14, 2001	BATVX vs VNYUX
BITEX	Brown Advisory Tax-Exempt Sustainable Bond Fund	Municipal Bonds	57	-0.66%	Dec 1, 2019	BATVX vs BITEX
CFNTX	Green California Tax-Free Income Fund	Municipal Bonds	30	-0.84%	Dec 3, 1985	BATVX vs CFNTX

Compare BATVX with Any Fund or Stock

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

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BlackRock Allocation Target Shares

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