BlackRock 40/60 Target Allocation Fund (BIMPX) 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 BIMPX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BIMPX
BIMPX charges 0.11% annually. There are 31 mutual funds in the Diversified Portfolio category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | — | Jan 2022 | BIMPX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | BIMPX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | BIMPX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | BIMPX vs BWBIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | BIMPX vs FYMIX |
Best Risk-Adjusted Alternatives to BIMPX
BIMPX has a PortfoliosLab risk / return rank of 73. There are 155 mutual funds in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | — | Nov 2003 | BIMPX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | BIMPX vs TIBIX | |
| Allspring Diversified Capital Builder Fund | 97 | — | Jan 1998 | BIMPX vs EKBAX | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | BIMPX vs NWQIX | |
| Fidelity Strategic Real Return Fund Class K6 | 96 | — | Sep 2005 | BIMPX vs FSRKX |
Top Performing BIMPX Alternatives (YTD)
BIMPX is at 7.15% YTD. There are 262 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 36.56%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 36.56% | — | Jan 1998 | BIMPX vs EKBAX | |
| Greenspring Fund | 21.59% | — | Jun 1983 | BIMPX vs GRSPX | |
| Thornburg Investment Income Builder Fund Class I | 17.96% | — | Dec 2002 | BIMPX vs TIBIX | |
| MH Elite Small Cap Fund of Funds Fund | 17.65% | — | Aug 1998 | BIMPX vs MHELX | |
| Disciplined Growth Investors Fund | 17.45% | — | Aug 2011 | BIMPX vs DGIFX |
Lowest Volatility Alternatives to BIMPX
BIMPX has 6.99% 1-year volatility. There are 185 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.86% | — | Nov 2003 | BIMPX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.63% | — | Apr 2012 | BIMPX vs SCLAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.80% | — | Nov 2003 | BIMPX vs SICIX | |
| Ave Maria Bond Fund | 2.93% | — | Apr 2003 | BIMPX vs AVEFX | |
| American Funds College 2027 Fund | 3.03% | — | Sep 2012 | BIMPX vs CSTAX |
Lowest Drawdown Alternatives to BIMPX
BIMPX has a 1-year max drawdown of -5.74%. There are 202 mutual funds in the Diversified Portfolio category with shallower 1-year drawdowns, going as shallow as -0.36%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.36% | — | Nov 2003 | BIMPX vs STDAX | |
| Fidelity Strategic Real Return Fund Class K6 | -1.93% | — | Sep 2005 | BIMPX vs FSRKX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | -1.94% | — | Oct 2018 | BIMPX vs FIQDX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | -1.99% | — | Sep 2005 | BIMPX vs FCSRX | |
| Fidelity Strategic Real Return Fund | -2.05% | — | Sep 2005 | BIMPX vs FSRRX |
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 | |
|---|---|---|---|---|---|---|---|
| Shelton Capital Management Nasdaq-100 Index Fund D... | Large Cap Growth Equities | 75 | 21.38% | — | Jan 2000 | BIMPX vs NASDX | |
| Vanguard Financials Index Fund Admiral Shares | Financials Equities | 4 | -5.08% | 13.70B | Feb 2004 | BIMPX vs VFAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | Diversified Portfolio | 81 | 6.03% | 11.90B | Sep 1994 | BIMPX vs VTMFX | |
| Vanguard Tax-Managed Capital Appreciation Fund Adm... | Large Cap Blend Equities | 70 | 11.31% | 28.60B | Sep 1994 | BIMPX vs VTCLX | |
| iShares S&P 500 Index Fund | S&P 500 | 73 | 11.69% | — | Jul 1993 | BIMPX vs WFSPX | |
| BlackRock ESG Capital Allocation Term Trust | Derivative Income, ESG | 28 | 11.23% | — | Sep 2021 | BIMPX vs ECAT | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 69 | 13.10% | — | May 2011 | BIMPX vs LIVIX | |
| BlackRock Global Long/Short Equity Fund Class I | Long-Short | 92 | 12.48% | — | Dec 2012 | BIMPX vs BDMIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 77 | 11.93% | — | Dec 1991 | BIMPX vs FASGX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 67 | 15.25% | — | Jul 2010 | BIMPX vs ASFYX |
Often Compared With BIMPX
Investors most often compare BIMPX with BAMPX, VGSTX, VOO. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare BIMPX with Any Fund or Stock
Compare BIMPX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BIMPX with funds that move differently
BlackRock 40/60 Target Allocation Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BIMPX.
Explore BIMPX Diversifiers