BlackRock LifePath ESG Index 2050 Fund (LEGIX) 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 LEGIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to LEGIX
LEGIX 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 2020 Fund | 0.01% | — | Feb 2001 | LEGIX vs PLWIX | |
| Principal LifeTime 2040 Fund | 0.01% | — | Feb 2001 | LEGIX vs PTDIX | |
| Principal LifeTime 2060 Fund | 0.01% | — | Feb 2013 | LEGIX vs PLTZX | |
| Principal LifeTime 2055 Fund | 0.01% | — | Feb 2008 | LEGIX vs LTFIX | |
| Principal LifeTime 2045 Fund | 0.01% | — | Feb 2008 | LEGIX vs LTRIX |
Best Risk-Adjusted Alternatives to LEGIX
LEGIX has a PortfoliosLab risk / return rank of 66. There are 333 mutual funds in the Target Retirement Date category with higher risk-adjusted ranks, going as high as 89.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Putnam Retirement Advantage Maturity Fund | 89 | — | Dec 2019 | LEGIX vs PADLX | |
| State Street Target Retirement Fund | 87 | — | Sep 2014 | LEGIX vs SSFNX | |
| Prudential Day One Income Fund | 86 | — | Dec 2016 | LEGIX vs PDAHX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 85 | — | Aug 2007 | LEGIX vs FRAMX | |
| Dimensional Retirement Income Fund | 85 | — | Nov 2015 | LEGIX vs TDIFX |
Top Performing LEGIX Alternatives (YTD)
LEGIX is at 12.00% YTD. There are 122 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 1,644,791.35%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor Managed Retirement Income Fund Cl... | 1,644,791.35% | — | Aug 2007 | LEGIX vs FRAMX | |
| Fidelity Freedom 2060 Fund Class K6 | 13.86% | — | Aug 2014 | LEGIX vs FVTKX | |
| Fidelity Flex Freedom Blend 2060 Fund | 13.84% | — | Jun 2017 | LEGIX vs FWLSX | |
| Fidelity Freedom 2055 Fund Class K6 | 13.83% | — | Jun 2011 | LEGIX vs FCTKX | |
| Fidelity Freedom 2065 Fund Class K6 | 13.82% | — | Jun 2019 | LEGIX vs FFSZX |
Lowest Volatility Alternatives to LEGIX
LEGIX has 12.70% 1-year volatility. There are 483 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 | LEGIX vs TDIFX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.32% | — | Aug 2007 | LEGIX vs FRQIX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 4.32% | — | Aug 2007 | LEGIX vs FRIMX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.33% | — | Aug 2007 | LEGIX vs FRQAX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.38% | — | Oct 2009 | LEGIX vs FIKFX |
Lowest Drawdown Alternatives to LEGIX
LEGIX has a 1-year max drawdown of -9.20%. There are 493 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 | LEGIX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | -3.32% | — | Oct 2009 | LEGIX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | LEGIX vs FFGZX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | -3.43% | — | Aug 2007 | LEGIX vs FRQIX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | -3.44% | — | Aug 2007 | LEGIX vs FRIMX |
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 | 40 | 14.87% | — | Sep 2021 | LEGIX vs ECAT | |
| iShares S&P 500 Index Fund Class K | S&P 500 | 68 | 11.30% | — | Jul 1993 | LEGIX vs WFSPX | |
| BlackRock Global Equity Market Neutral Fund Class ... | Equity Market Neutral | 96 | 11.80% | — | Dec 2012 | LEGIX vs BDMIX | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 68 | 12.25% | — | May 2011 | LEGIX vs LIVIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 77 | 11.70% | — | Dec 1991 | LEGIX vs FASGX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 55 | 9.82% | — | Jul 2010 | LEGIX vs ASFYX | |
| BlackRock Enhanced Equity Dividend Fund | Derivative Income | 43 | 6.43% | — | Aug 2005 | LEGIX vs BDJ | |
| BlackRock Technology Opportunities Fund Investor A | Technology Equities | 41 | 31.15% | — | Apr 2000 | LEGIX vs BGSAX | |
| Fidelity Asset Manager 40% Fund | Diversified Portfolio | 80 | 7.36% | — | Oct 2007 | LEGIX vs FFANX | |
| Fidelity Asset Manager 85% Fund | Diversified Portfolio | 76 | 13.91% | — | Sep 1999 | LEGIX vs FAMRX |
Often Compared With LEGIX
Investors most often compare LEGIX with VFTNX, SPY, SDIV. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.
Compare LEGIX with Any Fund or Stock
Compare LEGIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair LEGIX with funds that move differently
BlackRock LifePath ESG Index 2050 Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to LEGIX.
Explore LEGIX Diversifiers