BlackRock LifePath Index 2030 Fund (LINKX) 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 LINKX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to LINKX
LINKX charges 0.09% annually. There are 100 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 2055 Fund | 0.01% | — | Feb 2008 | LINKX vs LTFIX | |
| Principal LifeTime 2030 Fund | 0.01% | — | Feb 2001 | LINKX vs PMTIX | |
| Principal LifeTime 2045 Fund | 0.01% | — | Feb 2008 | LINKX vs LTRIX | |
| Principal LifeTime 2035 Fund | 0.01% | — | Feb 2008 | LINKX vs LTIUX | |
| Principal LifeTime 2040 Fund | 0.01% | — | Feb 2001 | LINKX vs PTDIX |
Best Risk-Adjusted Alternatives to LINKX
LINKX has a PortfoliosLab risk / return rank of 75. There are 85 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 | LINKX vs PADLX | |
| State Street Target Retirement Fund | 88 | — | Sep 2014 | LINKX vs SSFNX | |
| Dimensional 2065 Target Date Retirement Income Fun... | 86 | — | Jan 2020 | LINKX vs DTDRX | |
| Dimensional 2060 Target Date Retirement Income Fun... | 86 | — | Nov 2015 | LINKX vs DRILX | |
| Dimensional 2055 Target Date Retirement Income Fun... | 85 | — | Nov 2015 | LINKX vs DRIKX |
Top Performing LINKX Alternatives (YTD)
LINKX is at 6.73% YTD. There are 465 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 14.11%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Flex Freedom Blend 2065 Fund | 14.11% | — | Jun 2019 | LINKX vs FDFPX | |
| Fidelity Freedom 2060 Fund Class K6 | 13.98% | — | Aug 2014 | LINKX vs FVTKX | |
| Fidelity Freedom 2055 Fund Class K6 | 13.94% | — | Jun 2011 | LINKX vs FCTKX | |
| Fidelity Freedom Blend 2060 Fund | 13.91% | — | Aug 2018 | LINKX vs FHANX | |
| Fidelity Freedom Blend 2065 Fund | 13.89% | — | Jun 2019 | LINKX vs FFBSX |
Lowest Volatility Alternatives to LINKX
LINKX has 6.83% 1-year volatility. There are 174 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.34%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.34% | — | Nov 2015 | LINKX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | 3.98% | — | Oct 2009 | LINKX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.01% | — | Oct 2009 | LINKX vs FFGZX | |
| Fidelity Managed Retirement Income Fund Class K | 4.15% | — | Aug 2019 | LINKX vs FRKMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 4.15% | — | Aug 2007 | LINKX vs FRIMX |
Lowest Drawdown Alternatives to LINKX
LINKX has a 1-year max drawdown of -5.31%. There are 167 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 | LINKX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | -3.32% | — | Oct 2009 | LINKX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | LINKX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | -3.41% | — | Aug 2019 | LINKX vs FRQHX | |
| Fidelity Managed Retirement Income Fund Class K | -3.42% | — | Aug 2019 | LINKX vs FRKMX |
Other Mutual Funds from BlackRock
The 10 most viewed BlackRock mutual funds shown here include NASDX, VFAIX, VTMFX and span 10 categories. AUM among these funds goes as high as $29B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Shelton Capital Management Nasdaq-100 Index Fund D... | Large Cap Growth Equities | 75 | 21.38% | — | Jan 2000 | LINKX vs NASDX | |
| Vanguard Financials Index Fund Admiral Shares | Financials Equities | 4 | -5.08% | 13.70B | Feb 2004 | LINKX vs VFAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | Diversified Portfolio | 81 | 6.03% | 11.90B | Sep 1994 | LINKX vs VTMFX | |
| Vanguard Tax-Managed Capital Appreciation Fund Adm... | Large Cap Blend Equities | 70 | 11.31% | 28.60B | Sep 1994 | LINKX vs VTCLX | |
| iShares S&P 500 Index Fund | S&P 500 | 73 | 11.69% | — | Jul 1993 | LINKX vs WFSPX | |
| BlackRock ESG Capital Allocation Term Trust | Derivative Income, ESG | 28 | 11.23% | — | Sep 2021 | LINKX vs ECAT | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 69 | 13.10% | — | May 2011 | LINKX vs LIVIX | |
| BlackRock Global Long/Short Equity Fund Class I | Long-Short | 92 | 12.48% | — | Dec 2012 | LINKX vs BDMIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 77 | 11.93% | — | Dec 1991 | LINKX vs FASGX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 67 | 15.25% | — | Jul 2010 | LINKX vs ASFYX |
Often Compared With LINKX
Investors most often compare LINKX with FISNX, STLDX, FRHMX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare LINKX with Any Fund or Stock
Compare LINKX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair LINKX with funds that move differently
BlackRock LifePath Index 2030 Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to LINKX.
Explore LINKX Diversifiers