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 | |
|---|---|---|---|---|---|
| Western Asset SMASh Series TF Fund | 0.01% | — | Dec 2015 | BATVX vs LSMSX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | BATVX vs VTMFX | |
| Federated Hermes Conservative Municipal Microshort... | 0.05% | — | Feb 2021 | BATVX vs FHMIX | |
| Nuveen Municipal Total Return Managed Accounts | 0.05% | — | May 2007 | BATVX vs NMTRX | |
| Strategic Advisers Municipal Bond Fund | 0.06% | — | Jun 2021 | BATVX vs FSMUX |
Best Risk-Adjusted Alternatives to BATVX
Among 473 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 | |
|---|---|---|---|---|---|
| DFA Short Term Municipal Bond Portfolio | 100 | — | Aug 2002 | BATVX vs DFSMX | |
| DFA Short-Term Selective State Municipal Bond Port... | 100 | — | Apr 2022 | BATVX vs DFABX | |
| abrdn Ultra Short Municipal Income Fund | 99 | — | Dec 2002 | BATVX vs ATOIX | |
| Federated Hermes Conservative Municipal Microshort... | 99 | — | Feb 2021 | BATVX vs FHMIX | |
| DFA California Short Term Municipal Bond Portfolio | 99 | — | Apr 2007 | BATVX vs DFCMX |
Top Performing BATVX Alternatives (YTD)
BATVX is at 1.20% YTD. There are 342 mutual funds in the Municipal Bonds category with higher YTD returns, going as high as 10.68%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Nuveen New York AMT Free Quality Municipal Income | 10.68% | — | Nov 2002 | BATVX vs NRK | |
| Nuveen Municipal Income Fund, Inc. | 10.10% | — | Apr 1998 | BATVX vs NMI | |
| BlackRock MuniYield Michigan Quality Fund | 8.97% | — | Oct 1992 | BATVX vs MIY | |
| AllianceBernstein National Municipal Income Fund | 6.95% | — | Nov 2001 | BATVX vs AFB | |
| BlackRock MuniHoldings California Quality Fund | 6.75% | — | Feb 1998 | BATVX vs MUC |
Lowest Volatility Alternatives to BATVX
BATVX has 0.72% 1-year volatility. There are 6 mutual funds in the Municipal Bonds category with lower 1-year volatility, going as low as 0.55%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Short-Term Selective State Municipal Bond Port... | 0.55% | — | Apr 2022 | BATVX vs DFABX | |
| DFA Short Term Municipal Bond Portfolio | 0.55% | — | Aug 2002 | BATVX vs DFSMX | |
| DFA California Short Term Municipal Bond Portfolio | 0.57% | — | Apr 2007 | BATVX vs DFCMX | |
| JPMorgan Ultra-Short Municipal Fund | 0.58% | — | May 2016 | BATVX vs USMSX | |
| JPMorgan Ultra-Short Municipal Fund | 0.59% | — | May 2016 | BATVX vs USMTX |
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 | |
|---|---|---|---|---|---|
| abrdn Ultra Short Municipal Income Fund | -0.10% | — | Dec 2002 | BATVX vs ATOIX | |
| Federated Hermes Conservative Municipal Microshort... | -0.10% | — | Feb 2021 | BATVX vs FHMIX | |
| SEI Institutional Managed Trust Tax-Free Conservat... | -0.10% | — | Apr 2016 | BATVX vs TFCYX | |
| DFA Short-Term Selective State Municipal Bond Port... | -0.11% | — | Apr 2022 | BATVX vs DFABX | |
| DFA Short Term Municipal Bond Portfolio | -0.11% | — | Aug 2002 | BATVX vs DFSMX |
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 | 14.87% | — | Sep 2021 | BATVX vs ECAT | |
| iShares S&P 500 Index Fund Class K | S&P 500 | 68 | 11.30% | — | Jul 1993 | BATVX vs WFSPX | |
| BlackRock Global Equity Market Neutral Fund Class ... | Equity Market Neutral | 96 | 11.80% | — | Dec 2012 | BATVX vs BDMIX | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 68 | 12.25% | — | May 2011 | BATVX vs LIVIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 77 | 11.70% | — | Dec 1991 | BATVX vs FASGX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 55 | 9.82% | — | Jul 2010 | BATVX vs ASFYX | |
| BlackRock Enhanced Equity Dividend Fund | Derivative Income | 43 | 6.43% | — | Aug 2005 | BATVX vs BDJ | |
| BlackRock Technology Opportunities Fund Investor A | Technology Equities | 41 | 31.15% | — | Apr 2000 | BATVX vs BGSAX | |
| Fidelity Asset Manager 40% Fund | Diversified Portfolio | 80 | 7.36% | — | Oct 2007 | BATVX vs FFANX | |
| Fidelity Asset Manager 85% Fund | Diversified Portfolio | 76 | 13.91% | — | Sep 1999 | BATVX vs FAMRX |
Often Compared With BATVX
Investors most often compare BATVX with CBTAX, FOHFX, COLTX. These 20 comparison targets span 1 categories, based on PortfoliosLab usage data.
Compare BATVX with Any Fund or Stock
Compare BATVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
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.
Explore BATVX Diversifiers