BATVX Alternatives & Similar Mutual Funds

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 a closer substitute for your current allocation.

Cheapest Alternatives to BATVX

BATVX charges 0.00% annually. No mutual funds in the Municipal Bonds category have lower expense ratios; the lowest-cost alternatives shown here go as low as 0.01%.

Symbol	Name	Expense Ratio	AUM	Inception
LSMSX	Western Asset SMASh Series TF Fund	0.01%	—	Dec 2015	BATVX vs LSMSX
NMTRX	Nuveen Municipal Total Return Managed Accounts	0.05%	—	May 2007	BATVX vs NMTRX
FHMIX	Federated Hermes Conservative Municipal Microshort...	0.05%	—	Feb 2021	BATVX vs FHMIX
FSMUX	Strategic Advisers Municipal Bond Fund	0.06%	—	Jun 2021	BATVX vs FSMUX
FMBIX	Fidelity Municipal Bond Index Fund	0.07%	0.00	Jul 2019	BATVX vs FMBIX

Best Risk-Adjusted Alternatives to BATVX

Among 478 mutual funds in the Municipal Bonds category with risk / return rank data, the top risk-adjusted alternatives shown here go as high as 100.

Symbol	Name	Risk / Return Rank	AUM	Inception
DFABX	DFA Short-Term Selective State Municipal Bond Port...	100	—	Apr 2022	BATVX vs DFABX
DNYMX	DFA NY Municipal Bond Portfolio	99	—	Jun 2015	BATVX vs DNYMX
DFCMX	DFA California Short Term Municipal Bond Portfolio	99	—	Apr 2007	BATVX vs DFCMX
USMTX	JPMorgan Ultra-Short Municipal Fund	99	—	May 2016	BATVX vs USMTX
ATOIX	abrdn Ultra Short Municipal Income Fund	99	—	Dec 2002	BATVX vs ATOIX

Top Performing BATVX Alternatives (YTD)

BATVX is at 0.97% YTD. There are 405 mutual funds in the Municipal Bonds category with higher YTD returns, going as high as 11.50%.

Symbol	Name	YTD Return	AUM	Inception
NMI	Nuveen Municipal Income Fund, Inc.	11.50%	—	Apr 1998	BATVX vs NMI
NRK	Nuveen New York AMT Free Quality Municipal Income	7.28%	—	Nov 2002	BATVX vs NRK
NPV	Nuveen Virginia Quality Municipal Income Fund	7.07%	—	Mar 1993	BATVX vs NPV
MIY	BlackRock MuniYield Michigan Quality Fund	5.75%	—	Oct 1992	BATVX vs MIY
AFB	AllianceBernstein National Municipal Income Fund	5.53%	—	Nov 2001	BATVX vs AFB

Lowest Volatility Alternatives to BATVX

BATVX has 0.73% 1-year volatility. There are 6 mutual funds in the Municipal Bonds category with lower 1-year volatility, going as low as 0.57%.

Symbol	Name	Volatility 1Y	AUM	Inception
DFABX	DFA Short-Term Selective State Municipal Bond Port...	0.57%	—	Apr 2022	BATVX vs DFABX
DFCMX	DFA California Short Term Municipal Bond Portfolio	0.59%	—	Apr 2007	BATVX vs DFCMX
USMSX	JPMorgan Ultra-Short Municipal Fund	0.60%	—	May 2016	BATVX vs USMSX
USMTX	JPMorgan Ultra-Short Municipal Fund	0.60%	—	May 2016	BATVX vs USMTX
DFSMX	DFA Short Term Municipal Bond Portfolio	0.61%	—	Aug 2002	BATVX vs DFSMX

Lowest Drawdown Alternatives to BATVX

BATVX has a 1-year max drawdown of 0.00%. No mutual funds in the Municipal Bonds category have shallower 1-year drawdowns; the lowest-drawdown alternatives shown here go as shallow as -0.10%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
ATOIX	abrdn Ultra Short Municipal Income Fund	-0.10%	—	Dec 2002	BATVX vs ATOIX
APUSX	Cavanal Hill Ultra Short Tax-Free Income Fund	-0.10%	—	Dec 2017	BATVX vs APUSX
TFCYX	SEI Institutional Managed Trust Tax-Free Conservat...	-0.10%	—	Apr 2016	BATVX vs TFCYX
FHMIX	Federated Hermes Conservative Municipal Microshort...	-0.10%	—	Feb 2021	BATVX vs FHMIX
DFABX	DFA Short-Term Selective State Municipal Bond Port...	-0.11%	—	Apr 2022	BATVX vs DFABX

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
NASDX	Shelton Capital Management Nasdaq-100 Index Fund D...	Large Cap Growth Equities	72	20.41%	—	Jan 2000	BATVX vs NASDX
VFAIX	Vanguard Financials Index Fund Admiral Shares	Financials Equities	6	-3.87%	13.70B	Feb 2004	BATVX vs VFAIX
VTMFX	Vanguard Tax-Managed Balanced Fund Admiral Shares	Diversified Portfolio	80	5.93%	11.90B	Sep 1994	BATVX vs VTMFX
VTCLX	Vanguard Tax-Managed Capital Appreciation Fund Adm...	Large Cap Blend Equities	69	11.03%	28.60B	Sep 1994	BATVX vs VTCLX
WFSPX	iShares S&P 500 Index Fund	S&P 500	73	11.33%	—	Jul 1993	BATVX vs WFSPX
ECAT	BlackRock ESG Capital Allocation Term Trust	Derivative Income, ESG	24	9.37%	—	Sep 2021	BATVX vs ECAT
BDMIX	BlackRock Global Long/Short Equity Fund Class I	Long-Short	93	13.24%	—	Dec 2012	BATVX vs BDMIX
LIVIX	BlackRock LifePath Index 2055 Fund	Target Retirement Date	67	12.57%	—	May 2011	BATVX vs LIVIX
FASGX	Fidelity Asset Manager 70% Fund	Diversified Portfolio	75	11.53%	—	Dec 1991	BATVX vs FASGX
BGSAX	BlackRock Technology Opportunities Fund Investor A	Technology Equities	66	40.25%	—	Apr 2000	BATVX vs BGSAX

Often Compared With BATVX

Investors most often compare BATVX with CBTAX, COLTX, SEPAX. These 20 comparison targets span 1 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
CBTAX	Six Circles Tax Aware Bond Fund	Municipal Bonds	81	1.69%	—	May 2020	BATVX vs CBTAX
COLTX	Columbia Tax-Exempt Fund	Municipal Bonds	66	2.40%	—	Nov 1978	BATVX vs COLTX
SEPAX	SEI Tax-Exempt Trust Pennsylvania Municipal Bond F...	Municipal Bonds	59	0.58%	—	Aug 1998	BATVX vs SEPAX
FOHFX	Fidelity Ohio Municipal Income Fund	Municipal Bonds	72	1.60%	—	Nov 1985	BATVX vs FOHFX
VPALX	Vanguard Pennsylvania Long-Term Tax-Exempt Fund Ad...	Municipal Bonds	76	1.85%	—	May 2001	BATVX vs VPALX
PTEAX	Principal Tax-Exempt Bond Fund	Municipal Bonds	60	1.38%	—	Jan 1977	BATVX vs PTEAX
PRINX	T. Rowe Price Summit Municipal Income Fund	Municipal Bonds	77	2.29%	—	Oct 1993	BATVX vs PRINX
MYI	BlackRock MuniYield Quality Fund III	Municipal Bonds	21	2.17%	—	Apr 1992	BATVX vs MYI
NUV	Nuveen Municipal Value Fund Inc.	Municipal Bonds	40	1.79%	—	Apr 1987	BATVX vs NUV
VWSUX	Vanguard Short-Term Tax-Exempt Fund Admiral Shares	Municipal Bonds	97	1.20%	—	Feb 2001	BATVX vs VWSUX
DRMBX	BNY Mellon AMT-Free Municipal Bond Fund	Municipal Bonds	75	2.05%	—	May 1994	BATVX vs DRMBX
WMFAX	Allspring Municipal Bond Fund	Municipal Bonds	76	1.62%	—	Apr 2005	BATVX vs WMFAX
OSTAX	JPMorgan Short-Intermediate Municipal Bond Fund	Municipal Bonds	65	0.46%	—	May 1998	BATVX vs OSTAX
ROBNX	Robinson Tax Advantaged Income Fund	Municipal Bonds	51	3.56%	—	Sep 2014	BATVX vs ROBNX
EILTX	Parametric TABS 5-to-15 Year Laddered Municipal Bo...	Municipal Bonds	64	1.02%	—	Jan 2010	BATVX vs EILTX
NCA	Nuveen California Municipal Value Fund	Municipal Bonds	18	4.54%	—	Oct 1987	BATVX vs NCA
NNY	Nuveen New York Municipal Value Fund	Municipal Bonds	19	2.04%	—	Oct 1987	BATVX vs NNY
FUENX	Fidelity Flex Municipal Income Fund	Municipal Bonds	77	1.89%	—	Oct 2017	BATVX vs FUENX
BITEX	Brown Advisory Tax-Exempt Sustainable Bond Fund	Municipal Bonds	70	1.44%	—	Dec 2019	BATVX vs BITEX
FONPX	Tributary Nebraska Tax-Free Fund	Municipal Bonds	69	1.14%	—	Dec 2015	BATVX vs FONPX

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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Pair BATVX with funds that move differently

BlackRock Allocation Target Shares alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BATVX.

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BlackRock Allocation Target Shares (BATVX) Alternatives