BlackRock LifePath Index 2045 Fund Institutional (LIHIX) 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 LIHIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to LIHIX
LIHIX charges 0.14% annually. There are 149 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 2045 Fund | 0.01% | — | Feb 2008 | LIHIX vs LTRIX | |
| Principal LifeTime 2030 Fund | 0.01% | — | Feb 2001 | LIHIX vs PMTIX | |
| Principal LifeTime 2035 Fund | 0.01% | — | Feb 2008 | LIHIX vs LTIUX | |
| Principal LifeTime 2060 Fund | 0.01% | — | Feb 2013 | LIHIX vs PLTZX | |
| Principal LifeTime 2040 Fund | 0.01% | — | Feb 2001 | LIHIX vs PTDIX |
Best Risk-Adjusted Alternatives to LIHIX
LIHIX has a PortfoliosLab risk / return rank of 62. There are 301 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 | LIHIX vs FIRVX | |
| Fidelity Managed Retirement Income Fund Class K | 85 | — | Aug 2019 | LIHIX vs FRKMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 85 | — | Aug 2019 | LIHIX vs FRHMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 85 | — | Aug 2007 | LIHIX vs FRAMX | |
| Putnam Retirement Advantage Maturity Fund | 84 | — | Dec 2019 | LIHIX vs PADLX |
Top Performing LIHIX Alternatives (YTD)
LIHIX is at 10.04% YTD. There are 251 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 | LIHIX vs FRKMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 1,644,791.35% | — | Aug 2007 | LIHIX vs FRAMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 1,464,383.96% | — | Aug 2019 | LIHIX vs FRHMX | |
| Fidelity Managed Retirement 2020 Fund | 1,440,933.92% | — | Dec 2007 | LIHIX vs FIRVX | |
| Fidelity Freedom 2060 Fund Class K6 | 13.50% | — | Aug 2014 | LIHIX vs FVTKX |
Lowest Volatility Alternatives to LIHIX
LIHIX has 11.55% 1-year volatility. There are 394 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.48%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.48% | — | Nov 2015 | LIHIX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.31% | — | Oct 2009 | LIHIX vs FIKFX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.32% | — | Aug 2007 | LIHIX vs FRQIX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 4.32% | — | Aug 2007 | LIHIX vs FRIMX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.33% | — | Aug 2007 | LIHIX vs FRQAX |
Lowest Drawdown Alternatives to LIHIX
LIHIX has a 1-year max drawdown of -8.31%. There are 384 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 | LIHIX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | -3.32% | — | Oct 2009 | LIHIX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | LIHIX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | -3.41% | — | Aug 2019 | LIHIX vs FRQHX | |
| Fidelity Managed Retirement Income Fund Class K6 | -3.42% | — | Aug 2019 | LIHIX 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 | 39 | 14.52% | — | Sep 2021 | LIHIX vs ECAT | |
| iShares S&P 500 Index Fund Class K | S&P 500 | 60 | 9.95% | — | Jul 1993 | LIHIX vs WFSPX | |
| BlackRock Global Long/Short Equity Fund Class I | Long-Short | 94 | 10.22% | — | Dec 2012 | LIHIX vs BDMIX | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 61 | 11.62% | — | May 2011 | LIHIX vs LIVIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 71 | 11.03% | — | Dec 1991 | LIHIX vs FASGX | |
| BlackRock Enhanced Equity Dividend Fund | Derivative Income | 37 | 5.97% | — | Aug 2005 | LIHIX vs BDJ | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 46 | 8.40% | — | Jul 2010 | LIHIX vs ASFYX | |
| BlackRock Technology Opportunities Fund Investor A | Technology Equities | 46 | 31.72% | — | Apr 2000 | LIHIX vs BGSAX | |
| Fidelity Asset Manager 40% Fund | Diversified Portfolio | 75 | 7.09% | — | Oct 2007 | LIHIX vs FFANX | |
| Fidelity Asset Manager 85% Fund | Diversified Portfolio | 70 | 13.08% | — | Sep 1999 | LIHIX vs FAMRX |
Often Compared With LIHIX
Investors most often compare LIHIX with FSELX, SSFNX, VFAIX. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare LIHIX with Any Fund or Stock
Compare LIHIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair LIHIX with funds that move differently
BlackRock LifePath Index 2045 Fund Institutional alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to LIHIX.
Explore LIHIX Diversifiers