BlackRock LifePath ESG Index 2045 Fund (LEHIX) 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 LEHIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to LEHIX
LEHIX 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 | |
|---|---|---|---|---|---|
| American Funds 2065 Target Date Retirement Fund | 0.01% | — | Mar 2020 | LEHIX vs FCQTX | |
| Principal LifeTime 2035 Fund | 0.01% | — | Feb 2008 | LEHIX vs LTIUX | |
| Principal LifeTime 2060 Fund | 0.01% | — | Feb 2013 | LEHIX vs PLTZX | |
| Principal LifeTime 2055 Fund | 0.01% | — | Feb 2008 | LEHIX vs LTFIX | |
| Principal LifeTime 2030 Fund | 0.01% | — | Feb 2001 | LEHIX vs PMTIX |
Best Risk-Adjusted Alternatives to LEHIX
LEHIX has a PortfoliosLab risk / return rank of 60. There are 286 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 | |
|---|---|---|---|---|---|
| Fidelity Advisor Managed Retirement Income Fund Cl... | 86 | — | Aug 2007 | LEHIX vs FRAMX | |
| Putnam Retirement Advantage Maturity Fund | 85 | — | Dec 2019 | LEHIX vs PADLX | |
| State Street Target Retirement Fund | 82 | — | Sep 2014 | LEHIX vs SSFNX | |
| Prudential Day One Income Fund | 82 | — | Dec 2016 | LEHIX vs PDAHX | |
| USAA Target Retirement Income Fund | 82 | — | Jul 2008 | LEHIX vs URINX |
Top Performing LEHIX Alternatives (YTD)
LEHIX is at 9.13% YTD. There are 227 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 | LEHIX vs FRAMX | |
| USAA Target Retirement 2060 Fund | 12.08% | — | Jul 2013 | LEHIX vs URSIX | |
| USAA Target Retirement 2050 Fund | 11.62% | — | Jul 2008 | LEHIX vs URFFX | |
| Fidelity Flex Freedom Blend 2060 Fund | 11.47% | — | Jun 2017 | LEHIX vs FWLSX | |
| Fidelity Flex Freedom Blend 2065 Fund | 11.40% | — | Jun 2019 | LEHIX vs FDFPX |
Lowest Volatility Alternatives to LEHIX
LEHIX has 11.69% 1-year volatility. There are 379 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 | LEHIX vs TDIFX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 4.32% | — | Aug 2007 | LEHIX vs FRIMX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.32% | — | Aug 2007 | LEHIX vs FRQIX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.33% | — | Aug 2007 | LEHIX vs FRQAX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.39% | — | Oct 2009 | LEHIX vs FIKFX |
Lowest Drawdown Alternatives to LEHIX
LEHIX has a 1-year max drawdown of -8.51%. There are 383 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 | LEHIX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | -3.32% | — | Oct 2009 | LEHIX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | LEHIX vs FFGZX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | -3.43% | — | Aug 2007 | LEHIX vs FRQIX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | -3.44% | — | Aug 2007 | LEHIX 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 | 34 | 14.28% | — | Sep 2021 | LEHIX vs ECAT | |
| iShares S&P 500 Index Fund Class K | S&P 500 | 56 | 9.40% | — | Jul 1993 | LEHIX vs WFSPX | |
| BlackRock Global Equity Market Neutral Fund Class ... | Equity Market Neutral | 96 | 11.32% | — | Dec 2012 | LEHIX vs BDMIX | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 56 | 10.22% | — | May 2011 | LEHIX vs LIVIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 67 | 9.87% | — | Dec 1991 | LEHIX vs FASGX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 55 | 9.95% | — | Jul 2010 | LEHIX vs ASFYX | |
| BlackRock Enhanced Equity Dividend Fund | Derivative Income | 55 | 7.31% | — | Aug 2005 | LEHIX vs BDJ | |
| BlackRock Technology Opportunities Fund Investor A | Technology Equities | 30 | 24.77% | — | Apr 2000 | LEHIX vs BGSAX | |
| Fidelity Asset Manager 40% Fund | Diversified Portfolio | 72 | 6.28% | — | Oct 2007 | LEHIX vs FFANX | |
| Fidelity Asset Manager 85% Fund | Diversified Portfolio | 65 | 11.69% | — | Sep 1999 | LEHIX vs FAMRX |
Often Compared With LEHIX
Investors most often compare LEHIX with VOO, VGT, QQQ. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.
Compare LEHIX with Any Fund or Stock
Compare LEHIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair LEHIX with funds that move differently
BlackRock LifePath ESG Index 2045 Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to LEHIX.
Explore LEHIX Diversifiers