BlackRock 60/40 Target Allocation Fund Class I (BIGPX) Alternatives

BlackRock 60/40 Target Allocation Fund Class I (BIGPX) 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 BIGPX. 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 BIGPX

BIGPX charges 0.43% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among BIGPX alternatives.

Symbol	Name	Expense Ratio	Inception
FRGAX	Fidelity 70% Allocation Fund	0.02%	Jan 1, 2022	BIGPX vs FRGAX
PALDX	PGIM 60/40 Allocation Fund	0.03%	Sep 12, 2017	BIGPX vs PALDX
TSAIX	TIAA-CREF Lifestyle Aggressive Growth Fund	0.04%	Dec 8, 2011	BIGPX vs TSAIX
FYMIX	Fidelity Sustainable Multi-Asset Fund	0.05%	Feb 9, 2022	BIGPX vs FYMIX
BWBIX	Baron WealthBuilder Fund	0.05%	Dec 28, 2017	BIGPX vs BWBIX

Best Risk-Adjusted Alternatives to BIGPX

Among mutual funds in the Diversified Portfolio 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
STDAX	SEI Asset Allocation Trust Defensive Strategy Allo...	99	Nov 16, 2003	BIGPX vs STDAX
TIBIX	Thornburg Investment Income Builder Fund Class I	98	Dec 24, 2002	BIGPX vs TIBIX
BERIX	Chartwell Income Fund	96	Sep 2, 1987	BIGPX vs BERIX
NWQIX	Nuveen Flexible Income Fund	96	Dec 8, 2009	BIGPX vs NWQIX
PMAIX	Pioneer Multi-Asset Income Fund A	93	Dec 22, 2011	BIGPX vs PMAIX

Top Performing BIGPX Alternatives (YTD)

BIGPX alternatives from the Diversified Portfolio category, sorted by year-to-date return.

Symbol	Name	YTD Return	Inception
PUDZX	PGIM Real Assets Fund	10.18%	Dec 29, 2010	BIGPX vs PUDZX
TIBIX	Thornburg Investment Income Builder Fund Class I	9.82%	Dec 24, 2002	BIGPX vs TIBIX
AAAAX	DWS RREEF Real Assets Fund - Class A	9.77%	Jul 30, 2007	BIGPX vs AAAAX
IOEZX	ICON Equity Income Fund	9.60%	May 9, 2004	BIGPX vs IOEZX
TPDAX	Timothy Plan Defensive Strategies Fund	9.31%	Nov 3, 2009	BIGPX vs TPDAX

Lowest Volatility Alternatives to BIGPX

BIGPX alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.

Symbol	Name	Volatility 1Y	Inception
STDAX	SEI Asset Allocation Trust Defensive Strategy Allo...	0.93%	Nov 16, 2003	BIGPX vs STDAX
SCLAX	SEI Institutional Managed Trust Multi-Asset Capita...	2.66%	Apr 8, 2012	BIGPX vs SCLAX
AVEFX	Ave Maria Bond Fund	3.44%	Apr 30, 2003	BIGPX vs AVEFX
CSTAX	American Funds College 2027 Fund	3.50%	Sep 13, 2012	BIGPX vs CSTAX
SICIX	SEI Asset Allocation Trust Conservative Strategy F...	3.68%	Nov 16, 2003	BIGPX vs SICIX

Lowest Drawdown Alternatives to BIGPX

BIGPX alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.

Symbol	Name	Max Drawdown 1Y	Inception
STDAX	SEI Asset Allocation Trust Defensive Strategy Allo...	-0.59%	Nov 16, 2003	BIGPX vs STDAX
SCLAX	SEI Institutional Managed Trust Multi-Asset Capita...	-2.32%	Apr 8, 2012	BIGPX vs SCLAX
AVEFX	Ave Maria Bond Fund	-2.52%	Apr 30, 2003	BIGPX vs AVEFX
CSTAX	American Funds College 2027 Fund	-2.72%	Sep 13, 2012	BIGPX vs CSTAX
SICIX	SEI Asset Allocation Trust Conservative Strategy F...	-2.73%	Nov 16, 2003	BIGPX vs SICIX

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	65	-6.04%	Jan 18, 2000	BIGPX vs NASDX
VFAIX	Vanguard Financials Index Fund Admiral Shares	Financials Equities	8	-9.18%	Feb 4, 2004	BIGPX vs VFAIX
VTMFX	Vanguard Tax-Managed Balanced Fund Admiral Shares	Diversified Portfolio	75	-2.15%	Sep 6, 1994	BIGPX vs VTMFX
VTCLX	Vanguard Tax-Managed Capital Appreciation Fund Adm...	Large Cap Blend Equities	59	-4.05%	Sep 6, 1994	BIGPX vs VTCLX
WFSPX	iShares S&P 500 Index Fund	S&P 500	58	-4.63%	Jul 30, 1993	BIGPX vs WFSPX
ECAT	BlackRock ESG Capital Allocation Term Trust	Derivative Income, ESG	19	-4.58%	Sep 28, 2021	BIGPX vs ECAT
LIVIX	BlackRock LifePath Index 2055 Fund	Target Retirement Date	74	-1.33%	May 30, 2011	BIGPX vs LIVIX
FASGX	Fidelity Asset Manager 70% Fund	Diversified Portfolio	79	-0.70%	Dec 30, 1991	BIGPX vs FASGX
ASFYX	AlphaSimplex Managed Futures Strategy Fund Class Y	Systematic Trend	9	6.72%	Jul 30, 2010	BIGPX vs ASFYX
BDJ	BlackRock Enhanced Equity Dividend Fund	Derivative Income	29	-5.83%	Aug 30, 2005	BIGPX vs BDJ

Often Compared With BIGPX

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

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
TRRCX	T. Rowe Price Retirement 2030 Fund	Target Retirement Date	20	-0.72%	Sep 29, 2002	BIGPX vs TRRCX
SPY	State Street SPDR S&P 500 ETF	S&P 500	59	-3.65%	Jan 22, 1993	BIGPX vs SPY
VBIAX	Vanguard Balanced Index Fund Admiral Shares	Diversified Portfolio	69	-2.43%	Nov 13, 2000	BIGPX vs VBIAX
NTSX	WisdomTree U.S. Efficient Core Fund	Diversified Portfolio, Actively Managed	53	-4.22%	Aug 2, 2018	BIGPX vs NTSX
VOO	Vanguard S&P 500 ETF	S&P 500	60	-3.66%	Sep 7, 2010	BIGPX vs VOO
AOR	iShares Core Growth Allocation ETF	Diversified Portfolio	76	-0.42%	Nov 4, 2008	BIGPX vs AOR
^GSPC	S&P 500 Index		67	-3.95%	—	BIGPX vs ^GSPC
JEPI	JPMorgan Equity Premium Income ETF	Actively Managed, Dividend, Derivative Income	34	0.46%	May 20, 2020	BIGPX vs JEPI
SPYV	SPDR Portfolio S&P 500 Value ETF	S&P 500, Large Cap Value Equities	45	0.09%	Sep 25, 2000	BIGPX vs SPYV
VIGI	Vanguard International Dividend Appreciation ETF	Foreign Large Cap Equities, Dividend	35	-1.38%	Feb 25, 2016	BIGPX vs VIGI
VTHRX	Vanguard Target Retirement 2030 Fund	Target Retirement Date, Diversified Portfolio	81	-1.04%	Jun 7, 2006	BIGPX vs VTHRX
FBCGX	Fidelity Blue Chip Growth K6 Fund	Large Cap Growth Equities	72	-6.85%	May 25, 2017	BIGPX vs FBCGX
IWV	iShares Russell 3000 ETF	Large Cap Blend Equities	59	-3.33%	May 22, 2000	BIGPX vs IWV
SHV	iShares Short Treasury Bond ETF	Government Bonds	100	0.82%	Jan 11, 2007	BIGPX vs SHV
PRPFX	Permanent Portfolio Permanent Portfolio	Diversified Portfolio	92	4.73%	Nov 30, 1982	BIGPX vs PRPFX
SWPPX	Schwab S&P 500 Index Fund	Large Cap Blend Equities, S&P 500	59	-4.39%	May 19, 1997	BIGPX vs SWPPX
PRWCX	T. Rowe Price Capital Appreciation Fund	Diversified Portfolio	83	-3.22%	Jun 30, 1986	BIGPX vs PRWCX
CONWX	Concorde Wealth Management Fund	Diversified Portfolio	86	9.02%	Dec 3, 1987	BIGPX vs CONWX
QBDSX	Quantified Managed Income Fund	Diversified Portfolio	19	-0.38%	Aug 8, 2013	BIGPX vs QBDSX

Compare BIGPX with Any Fund or Stock

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

Symbol name

BlackRock 60/40 Target Allocation Fund Class I

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