BlackRock LifePath ESG Index 2035 Fund (LEJIX) 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 LEJIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to LEJIX
LEJIX charges 0.08% annually. There are 67 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 2035 Fund | 0.01% | — | Feb 2008 | LEJIX vs LTIUX | |
| Principal LifeTime 2025 Fund | 0.01% | — | Feb 2008 | LEJIX vs LTSTX | |
| Principal LifeTime 2055 Fund | 0.01% | — | Feb 2008 | LEJIX vs LTFIX | |
| Principal LifeTime 2060 Fund | 0.01% | — | Feb 2013 | LEJIX vs PLTZX | |
| Principal LifeTime 2045 Fund | 0.01% | — | Feb 2008 | LEJIX vs LTRIX |
Best Risk-Adjusted Alternatives to LEJIX
LEJIX has a PortfoliosLab risk / return rank of 63. There are 358 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 Managed Retirement 2020 Fund | 86 | — | Dec 2007 | LEJIX vs FIRVX | |
| Fidelity Managed Retirement Income Fund Class K | 86 | — | Aug 2019 | LEJIX vs FRKMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 86 | — | Aug 2019 | LEJIX vs FRHMX | |
| Putnam Retirement Advantage Maturity Fund | 85 | — | Dec 2019 | LEJIX vs PADLX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 85 | — | Aug 2007 | LEJIX vs FRAMX |
Top Performing LEJIX Alternatives (YTD)
LEJIX is at 7.96% YTD. There are 384 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 | LEJIX vs FRKMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 1,644,791.35% | — | Aug 2007 | LEJIX vs FRAMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 1,464,383.96% | — | Aug 2019 | LEJIX vs FRHMX | |
| Fidelity Managed Retirement 2020 Fund | 1,440,933.92% | — | Dec 2007 | LEJIX vs FIRVX | |
| Fidelity Freedom 2060 Fund Class K6 | 13.86% | — | Aug 2014 | LEJIX vs FVTKX |
Lowest Volatility Alternatives to LEJIX
LEJIX has 9.07% 1-year volatility. There are 258 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 | LEJIX vs TDIFX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.32% | — | Aug 2007 | LEJIX vs FRQIX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 4.32% | — | Aug 2007 | LEJIX vs FRIMX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.33% | — | Aug 2007 | LEJIX vs FRQAX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.35% | — | Oct 2009 | LEJIX vs FIKFX |
Lowest Drawdown Alternatives to LEJIX
LEJIX has a 1-year max drawdown of -6.80%. There are 262 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 | LEJIX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | -3.32% | — | Oct 2009 | LEJIX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | LEJIX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | -3.41% | — | Aug 2019 | LEJIX vs FRQHX | |
| Fidelity Managed Retirement Income Fund Class K6 | -3.42% | — | Aug 2019 | LEJIX vs FRHMX |
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 | 38 | 14.88% | — | Sep 2021 | LEJIX vs ECAT | |
| iShares S&P 500 Index Fund Class K | S&P 500 | 65 | 10.85% | — | Jul 1993 | LEJIX vs WFSPX | |
| BlackRock Global Equity Market Neutral Fund Class ... | Equity Market Neutral | 96 | 11.25% | — | Dec 2012 | LEJIX vs BDMIX | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 63 | 12.04% | — | May 2011 | LEJIX vs LIVIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 74 | 11.53% | — | Dec 1991 | LEJIX vs FASGX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 51 | 9.30% | — | Jul 2010 | LEJIX vs ASFYX | |
| BlackRock Enhanced Equity Dividend Fund | Derivative Income | 39 | 6.19% | — | Aug 2005 | LEJIX vs BDJ | |
| BlackRock Technology Opportunities Fund Investor A | Technology Equities | 49 | 34.92% | — | Apr 2000 | LEJIX vs BGSAX | |
| Fidelity Asset Manager 40% Fund | Diversified Portfolio | 77 | 7.24% | — | Oct 2007 | LEJIX vs FFANX | |
| Fidelity Asset Manager 85% Fund | Diversified Portfolio | 73 | 13.68% | — | Sep 1999 | LEJIX vs FAMRX |
Often Compared With LEJIX
Investors most often compare LEJIX with NASDX, FCTKX, FIRQX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare LEJIX with Any Fund or Stock
Compare LEJIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair LEJIX with funds that move differently
BlackRock LifePath ESG Index 2035 Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to LEJIX.
Explore LEJIX Diversifiers