BlackRock LifePath ESG Index 2055 Fund (LEEIX) belongs to the Target Retirement Date category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with LEEIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to LEEIX
LEEIX charges 0.05% annually. There are 35 mutual funds in the Target Retirement Date category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Principal LifeTime 2045 Fund | 0.01% | — | Feb 2008 | LEEIX vs LTRIX | |
| Principal LifeTime 2040 Fund | 0.01% | — | Feb 2001 | LEEIX vs PTDIX | |
| Principal LifeTime 2030 Fund | 0.01% | — | Feb 2001 | LEEIX vs PMTIX | |
| Principal LifeTime 2060 Fund | 0.01% | — | Feb 2013 | LEEIX vs PLTZX | |
| Principal LifeTime 2035 Fund | 0.01% | — | Feb 2008 | LEEIX vs LTIUX |
Best Risk-Adjusted Alternatives to LEEIX
LEEIX has a PortfoliosLab risk / return rank of 66. There are 274 mutual funds in the Target Retirement Date category with higher risk-adjusted ranks, going as high as 86.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Putnam Retirement Advantage Maturity Fund | 86 | — | Dec 2019 | LEEIX vs PADLX | |
| Fidelity Managed Retirement 2020 Fund | 86 | — | Dec 2007 | LEEIX vs FIRVX | |
| Fidelity Managed Retirement Income Fund Class K | 86 | — | Aug 2019 | LEEIX vs FRKMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 86 | — | Aug 2019 | LEEIX vs FRHMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 85 | — | Aug 2007 | LEEIX vs FRAMX |
Top Performing LEEIX Alternatives (YTD)
LEEIX is at 12.68% YTD. There are 87 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 15,640,638.04%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Managed Retirement Income Fund Class K | 15,640,638.04% | — | Aug 2019 | LEEIX vs FRKMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 1,644,791.35% | — | Aug 2007 | LEEIX vs FRAMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 1,464,383.96% | — | Aug 2019 | LEEIX vs FRHMX | |
| Fidelity Managed Retirement 2020 Fund | 1,440,933.92% | — | Dec 2007 | LEEIX vs FIRVX | |
| Fidelity Flex Freedom Blend 2060 Fund | 14.17% | — | Jun 2017 | LEEIX vs FWLSX |
Lowest Volatility Alternatives to LEEIX
LEEIX has 13.21% 1-year volatility. There are 544 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.50%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.50% | — | Nov 2015 | LEEIX vs TDIFX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.32% | — | Aug 2007 | LEEIX vs FRQIX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 4.32% | — | Aug 2007 | LEEIX vs FRIMX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.33% | — | Aug 2007 | LEEIX vs FRQAX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.35% | — | Oct 2009 | LEEIX vs FIKFX |
Lowest Drawdown Alternatives to LEEIX
LEEIX has a 1-year max drawdown of -9.52%. There are 546 mutual funds in the Target Retirement Date category with shallower 1-year drawdowns, going as shallow as -2.61%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | -2.61% | — | Nov 2015 | LEEIX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | -3.32% | — | Oct 2009 | LEEIX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | LEEIX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | -3.41% | — | Aug 2019 | LEEIX vs FRQHX | |
| Fidelity Managed Retirement 2010 Fund Class K | -3.42% | — | Aug 2019 | LEEIX vs FRQKX |
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 | 39 | 15.10% | — | Sep 2021 | LEEIX vs ECAT | |
| iShares S&P 500 Index Fund Class K | S&P 500 | 65 | 11.33% | — | Jul 1993 | LEEIX vs WFSPX | |
| BlackRock Global Equity Market Neutral Fund Class ... | Equity Market Neutral | 96 | 11.25% | — | Dec 2012 | LEEIX vs BDMIX | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 64 | 12.43% | — | May 2011 | LEEIX vs LIVIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 73 | 11.70% | — | Dec 1991 | LEEIX vs FASGX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 51 | 9.56% | — | Jul 2010 | LEEIX vs ASFYX | |
| BlackRock Enhanced Equity Dividend Fund | Derivative Income | 41 | 5.97% | — | Aug 2005 | LEEIX vs BDJ | |
| BlackRock Technology Opportunities Fund Investor A | Technology Equities | 50 | 34.57% | — | Apr 2000 | LEEIX vs BGSAX | |
| Fidelity Asset Manager 40% Fund | Diversified Portfolio | 72 | 6.74% | — | Oct 2007 | LEEIX vs FFANX | |
| Fidelity Asset Manager 85% Fund | Diversified Portfolio | 72 | 13.91% | — | Sep 1999 | LEEIX vs FAMRX |
Often Compared With LEEIX
Investors most often compare LEEIX with DTDRX, FNSDX, VFAIX. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare LEEIX with Any Fund or Stock
Compare LEEIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair LEEIX with funds that move differently
BlackRock LifePath ESG Index 2055 Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to LEEIX.
Explore LEEIX Diversifiers