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 31 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 2060 Fund | 0.01% | — | Feb 2013 | LEEIX vs PLTZX | |
| Principal LifeTime 2020 Fund | 0.01% | — | Feb 2001 | LEEIX vs PLWIX | |
| Principal LifeTime 2030 Fund | 0.01% | — | Feb 2001 | LEEIX vs PMTIX | |
| American Funds 2065 Target Date Retirement Fund | 0.01% | — | Mar 2020 | LEEIX vs FCQTX | |
| Principal LifeTime 2040 Fund | 0.01% | — | Feb 2001 | LEEIX vs PTDIX |
Best Risk-Adjusted Alternatives to LEEIX
LEEIX has a PortfoliosLab risk / return rank of 65. There are 333 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 | |
|---|---|---|---|---|---|
| State Street Target Retirement Fund | 86 | — | Sep 2014 | LEEIX vs SSFNX | |
| USAA Target Retirement Income Fund | 85 | — | Jul 2008 | LEEIX vs URINX | |
| Prudential Day One Income Fund | 85 | — | Dec 2016 | LEEIX vs PDAHX | |
| Putnam Retirement Advantage Maturity Fund | 84 | — | Dec 2019 | LEEIX vs PADLX | |
| USAA Target Retirement 2030 Fund | 84 | — | Jul 2008 | LEEIX vs URTRX |
Top Performing LEEIX Alternatives (YTD)
LEEIX is at 11.42% YTD. There are 73 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 13.54%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| USAA Target Retirement 2060 Fund | 13.54% | — | Jul 2013 | LEEIX vs URSIX | |
| USAA Target Retirement 2050 Fund | 13.05% | — | Jul 2008 | LEEIX vs URFFX | |
| Fidelity Flex Freedom Blend 2060 Fund | 12.35% | — | Jun 2017 | LEEIX vs FWLSX | |
| Fidelity Flex Freedom Blend 2055 Fund | 12.26% | — | Jun 2017 | LEEIX vs FQLSX | |
| Fidelity Flex Freedom Blend 2065 Fund | 12.26% | — | Jun 2019 | LEEIX vs FDFPX |
Lowest Volatility Alternatives to LEEIX
LEEIX has 13.52% 1-year volatility. There are 534 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.51%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.51% | — | Nov 2015 | LEEIX vs TDIFX | |
| Fidelity Freedom Index Retirement Fund Investor Cl... | 4.44% | — | Oct 2009 | LEEIX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.47% | — | Oct 2009 | LEEIX vs FFGZX | |
| MFS Lifetime Income Fund | 4.51% | — | Sep 2005 | LEEIX vs MLLIX | |
| Dimensional 2015 Target Date Retirement Income Fun... | 4.52% | — | Nov 2015 | LEEIX vs DRIQX |
Lowest Drawdown Alternatives to LEEIX
LEEIX has a 1-year max drawdown of -9.52%. There are 529 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 Retirement Fund Investor Cl... | -3.32% | — | Oct 2009 | LEEIX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | LEEIX vs FFGZX | |
| Dimensional 2015 Target Date Retirement Income Fun... | -3.47% | — | Nov 2015 | LEEIX vs DRIQX | |
| Putnam RetirementReady Maturity Fund | -3.50% | — | Oct 2004 | LEEIX vs PRMYX |
Other Mutual Funds from BlackRock
The 10 most viewed BlackRock mutual funds shown here include ECAT, WFSPX, BDMIX and span 10 categories. AUM among these funds goes as high as $12B.
Often Compared With LEEIX
Investors most often compare LEEIX with VFAIX, DTDRX, VTCLX. These 20 comparison targets span 7 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