BlackRock LifePath Index 2050 Fund Institutional (LIPIX) 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 LIPIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to LIPIX
LIPIX charges 0.14% annually. There are 148 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 2045 Lifetime Portf... | 0.01% | — | Nov 2013 | LIPIX vs JRLVX | |
| Principal LifeTime 2055 Fund | 0.01% | — | Feb 2008 | LIPIX vs LTFIX | |
| Principal LifeTime 2045 Fund | 0.01% | — | Feb 2008 | LIPIX vs LTRIX | |
| John Hancock Funds Multi-Index 2060 Lifetime Portf... | 0.01% | — | Mar 2016 | LIPIX vs JIEHX | |
| Principal LifeTime 2050 Fund | 0.01% | — | Feb 2001 | LIPIX vs PPLIX |
Best Risk-Adjusted Alternatives to LIPIX
LIPIX has a PortfoliosLab risk / return rank of 65. There are 291 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 | |
|---|---|---|---|---|---|
| State Street Target Retirement Fund | 86 | — | Sep 2014 | LIPIX vs SSFNX | |
| USAA Target Retirement Income Fund | 85 | — | Jul 2008 | LIPIX vs URINX | |
| Prudential Day One Income Fund | 85 | — | Dec 2016 | LIPIX vs PDAHX | |
| State Street Target Retirement 2025 Fund | 83 | — | Sep 2014 | LIPIX vs SSBRX | |
| USAA Target Retirement 2030 Fund | 83 | — | Jul 2008 | LIPIX vs URTRX |
Top Performing LIPIX Alternatives (YTD)
LIPIX is at 10.78% YTD. There are 167 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 13.54%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| USAA Target Retirement 2060 Fund | 13.54% | — | Jul 2013 | LIPIX vs URSIX | |
| USAA Target Retirement 2050 Fund | 13.05% | — | Jul 2008 | LIPIX vs URFFX | |
| Fidelity Flex Freedom Blend 2060 Fund | 12.89% | — | Jun 2017 | LIPIX vs FWLSX | |
| Fidelity Flex Freedom Blend 2065 Fund | 12.86% | — | Jun 2019 | LIPIX vs FDFPX | |
| Fidelity Flex Freedom Blend 2055 Fund | 12.80% | — | Jun 2017 | LIPIX vs FQLSX |
Lowest Volatility Alternatives to LIPIX
LIPIX has 13.07% 1-year volatility. There are 492 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.51%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.51% | — | Nov 2015 | LIPIX vs TDIFX | |
| Fidelity Freedom Index Retirement Fund Investor Cl... | 4.43% | — | Oct 2009 | LIPIX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.46% | — | Oct 2009 | LIPIX vs FFGZX | |
| MFS Lifetime Income Fund | 4.50% | — | Sep 2005 | LIPIX vs MLLIX | |
| Dimensional 2015 Target Date Retirement Income Fun... | 4.51% | — | Nov 2015 | LIPIX vs DRIQX |
Lowest Drawdown Alternatives to LIPIX
LIPIX has a 1-year max drawdown of -9.09%. There are 471 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 | LIPIX vs TDIFX | |
| Fidelity Freedom Index Retirement Fund Investor Cl... | -3.32% | — | Oct 2009 | LIPIX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | LIPIX vs FFGZX | |
| Dimensional 2015 Target Date Retirement Income Fun... | -3.47% | — | Nov 2015 | LIPIX vs DRIQX | |
| Putnam RetirementReady Maturity Fund | -3.50% | — | Oct 2004 | LIPIX vs PRMYX |
Other Mutual Funds from BlackRock
The 10 most viewed BlackRock mutual funds shown here include ECAT, WFSPX, BDMIX and span 10 categories.
Often Compared With LIPIX
Investors most often compare LIPIX with VOO, FHAPX, VFIFX. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare LIPIX with Any Fund or Stock
Compare LIPIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair LIPIX with funds that move differently
BlackRock LifePath Index 2050 Fund Institutional alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to LIPIX.
Explore LIPIX Diversifiers