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 38 mutual funds in the Target Retirement Date category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| John Hancock Funds Multi-Index 2060 Lifetime Portf... | 0.01% | — | Mar 2016 | LEHIX vs JIEHX | |
| Principal LifeTime 2045 Fund | 0.01% | — | Feb 2008 | LEHIX vs LTRIX | |
| Principal LifeTime 2030 Fund | 0.01% | — | Feb 2001 | LEHIX vs PMTIX | |
| Principal LifeTime 2035 Fund | 0.01% | — | Feb 2008 | LEHIX vs LTIUX | |
| Principal LifeTime 2060 Fund | 0.01% | — | Feb 2013 | LEHIX vs PLTZX |
Best Risk-Adjusted Alternatives to LEHIX
LEHIX has a PortfoliosLab risk / return rank of 62. There are 401 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 | LEHIX vs PADLX | |
| Fidelity Managed Retirement Income Fund Class K | 85 | — | Aug 2019 | LEHIX vs FRKMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 85 | — | Aug 2019 | LEHIX vs FRHMX | |
| Fidelity Managed Retirement 2020 Fund | 85 | — | Dec 2007 | LEHIX vs FIRVX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 85 | — | Aug 2007 | LEHIX vs FRAMX |
Top Performing LEHIX Alternatives (YTD)
LEHIX is at 9.45% YTD. There are 246 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 | LEHIX vs FRKMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 1,644,791.35% | — | Aug 2007 | LEHIX vs FRAMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 1,464,383.96% | — | Aug 2019 | LEHIX vs FRHMX | |
| Fidelity Managed Retirement 2020 Fund | 1,440,933.92% | — | Dec 2007 | LEHIX vs FIRVX | |
| Fidelity Freedom 2060 Fund Class K6 | 13.08% | — | Aug 2014 | LEHIX vs FVTKX |
Lowest Volatility Alternatives to LEHIX
LEHIX has 11.56% 1-year volatility. There are 397 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.58%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.58% | — | Nov 2015 | LEHIX vs TDIFX | |
| MFS Lifetime 2025 Fund | 4.18% | — | Nov 2012 | LEHIX vs LTTIX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.31% | — | Oct 2009 | LEHIX vs FIKFX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.32% | — | Aug 2007 | LEHIX vs FRQIX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 4.32% | — | Aug 2007 | LEHIX vs FRIMX |
Lowest Drawdown Alternatives to LEHIX
LEHIX has a 1-year max drawdown of -8.51%. There are 404 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 Managed Retirement 2010 Fund Class K6 | -3.41% | — | Aug 2019 | LEHIX vs FRQHX | |
| Fidelity Managed Retirement Income Fund Class K | -3.42% | — | Aug 2019 | LEHIX vs FRKMX |
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 | 10.97% | — | Sep 2021 | LEHIX vs ECAT | |
| iShares S&P 500 Index Fund Class K | S&P 500 | 59 | 8.08% | — | Jul 1993 | LEHIX vs WFSPX | |
| BlackRock Global Long/Short Equity Fund Class I | Long-Short | 94 | 10.70% | — | Dec 2012 | LEHIX vs BDMIX | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 64 | 10.57% | — | May 2011 | LEHIX vs LIVIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 74 | 10.67% | — | Dec 1991 | LEHIX vs FASGX | |
| BlackRock Enhanced Equity Dividend Fund | Derivative Income | 34 | 3.22% | — | Aug 2005 | LEHIX vs BDJ | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 56 | 9.30% | — | Jul 2010 | LEHIX vs ASFYX | |
| BlackRock Technology Opportunities Fund Investor A | Technology Equities | 61 | 38.26% | — | Apr 2000 | LEHIX vs BGSAX | |
| Fidelity Asset Manager 40% Fund | Diversified Portfolio | 78 | 6.95% | — | Oct 2007 | LEHIX vs FFANX | |
| Fidelity Asset Manager 85% Fund | Diversified Portfolio | 73 | 12.52% | — | 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