BlackRock 40/60 Target Allocation Fund (BIMPX) Alternatives

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 funds that fit a different role in your portfolio.

Cheapest Alternatives to BIMPX

BIMPX charges 0.11% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among BIMPX alternatives.

Symbol	Name	Expense Ratio	Inception
FRGAX	Fidelity 70% Allocation Fund	0.02%	Jan 1, 2022	BIMPX vs FRGAX
PALDX	PGIM 60/40 Allocation Fund	0.03%	Sep 12, 2017	BIMPX vs PALDX
TSAIX	TIAA-CREF Lifestyle Aggressive Growth Fund	0.04%	Dec 8, 2011	BIMPX vs TSAIX
BWBIX	Baron WealthBuilder Fund	0.05%	Dec 28, 2017	BIMPX vs BWBIX
MAANX	Mutual of America Aggressive Allocation Fund	0.05%	Nov 29, 2021	BIMPX vs MAANX

Best Risk-Adjusted Alternatives to BIMPX

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	BIMPX vs STDAX
TIBIX	Thornburg Investment Income Builder Fund Class I	98	Dec 24, 2002	BIMPX vs TIBIX
BERIX	Chartwell Income Fund	96	Sep 2, 1987	BIMPX vs BERIX
NWQIX	Nuveen Flexible Income Fund	95	Dec 8, 2009	BIMPX vs NWQIX
PMAIX	Pioneer Multi-Asset Income Fund A	93	Dec 22, 2011	BIMPX vs PMAIX

Top Performing BIMPX Alternatives (YTD)

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

Symbol	Name	YTD Return	Inception
SIFAX	SEI Institutional Managed Trust Multi-Asset Inflat...	9.34%	Apr 8, 2012	BIMPX vs SIFAX
PUDZX	PGIM Real Assets Fund	9.23%	Dec 29, 2010	BIMPX vs PUDZX
IOEZX	ICON Equity Income Fund	8.64%	May 9, 2004	BIMPX vs IOEZX
AAAAX	DWS RREEF Real Assets Fund - Class A	8.59%	Jul 30, 2007	BIMPX vs AAAAX
CONWX	Concorde Wealth Management Fund	8.18%	Dec 3, 1987	BIMPX vs CONWX

Lowest Volatility Alternatives to BIMPX

BIMPX 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	BIMPX vs STDAX
SCLAX	SEI Institutional Managed Trust Multi-Asset Capita...	2.64%	Apr 8, 2012	BIMPX vs SCLAX
AVEFX	Ave Maria Bond Fund	3.44%	Apr 30, 2003	BIMPX vs AVEFX
CSTAX	American Funds College 2027 Fund	3.47%	Sep 13, 2012	BIMPX vs CSTAX
SICIX	SEI Asset Allocation Trust Conservative Strategy F...	3.66%	Nov 16, 2003	BIMPX vs SICIX

Lowest Drawdown Alternatives to BIMPX

BIMPX 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	BIMPX vs STDAX
SCLAX	SEI Institutional Managed Trust Multi-Asset Capita...	-2.32%	Apr 8, 2012	BIMPX vs SCLAX
AVEFX	Ave Maria Bond Fund	-2.52%	Apr 30, 2003	BIMPX vs AVEFX
CSTAX	American Funds College 2027 Fund	-2.72%	Sep 13, 2012	BIMPX vs CSTAX
SICIX	SEI Asset Allocation Trust Conservative Strategy F...	-2.73%	Nov 16, 2003	BIMPX 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	51	-9.12%	Jan 18, 2000	BIMPX vs NASDX
VFAIX	Vanguard Financials Index Fund Admiral Shares	Financials Equities	7	-11.11%	Feb 4, 2004	BIMPX vs VFAIX
VTMFX	Vanguard Tax-Managed Balanced Fund Admiral Shares	Diversified Portfolio	68	-3.56%	Sep 6, 1994	BIMPX vs VTMFX
VTCLX	Vanguard Tax-Managed Capital Appreciation Fund Adm...	Large Cap Blend Equities	46	-6.78%	Sep 6, 1994	BIMPX vs VTCLX
WFSPX	iShares S&P 500 Index Fund	S&P 500	46	-7.06%	Jul 30, 1993	BIMPX vs WFSPX
ECAT	BlackRock ESG Capital Allocation Term Trust	Derivative Income, ESG	16	-6.71%	Sep 28, 2021	BIMPX vs ECAT
LIVIX	BlackRock LifePath Index 2055 Fund	Target Retirement Date	62	-4.27%	May 30, 2011	BIMPX vs LIVIX
FASGX	Fidelity Asset Manager 70% Fund	Diversified Portfolio	70	-2.99%	Dec 30, 1991	BIMPX vs FASGX
ASFYX	AlphaSimplex Managed Futures Strategy Fund Class Y	Systematic Trend	8	6.59%	Jul 30, 2010	BIMPX vs ASFYX
BDJ	BlackRock Enhanced Equity Dividend Fund	Derivative Income	27	-7.23%	Aug 30, 2005	BIMPX vs BDJ

Often Compared With BIMPX

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

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
BAMPX	BlackRock 40/60 Target Allocation Inv A	Diversified Portfolio	65	-2.95%	Feb 5, 2007	BIMPX vs BAMPX
VOO	Vanguard S&P 500 ETF	S&P 500	65	-4.42%	Sep 7, 2010	BIMPX vs VOO
VGSTX	Vanguard STAR Fund	Diversified Portfolio	57	-4.01%	Mar 29, 1985	BIMPX vs VGSTX
AOK	iShares Core Conservative Allocation ETF	Diversified Portfolio	80	-0.18%	Nov 4, 2008	BIMPX vs AOK
SPY	State Street SPDR S&P 500 ETF	S&P 500	64	-4.37%	Jan 22, 1993	BIMPX vs SPY
TPDAX	Timothy Plan Defensive Strategies Fund	Diversified Portfolio	93	7.48%	Nov 3, 2009	BIMPX vs TPDAX
FYMIX	Fidelity Sustainable Multi-Asset Fund	Diversified Portfolio	64	-4.40%	Feb 9, 2022	BIMPX vs FYMIX
QBDSX	Quantified Managed Income Fund	Diversified Portfolio	26	-0.76%	Aug 8, 2013	BIMPX vs QBDSX
WWWEX	Kinetics The Global Fund	Diversified Portfolio	12	5.17%	Dec 30, 1999	BIMPX vs WWWEX

Compare BIMPX with Any Fund or Stock

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

Symbol name

BlackRock 40/60 Target Allocation Fund

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