BlackRock LifePath Index 2050 Fund Class K (LIPKX) 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 LIPKX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to LIPKX
LIPKX 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 | LIPKX vs LTFIX | |
| Principal LifeTime 2045 Fund | 0.01% | — | Feb 2008 | LIPKX vs LTRIX | |
| Principal LifeTime 2025 Fund | 0.01% | — | Feb 2008 | LIPKX vs LTSTX | |
| Principal LifeTime 2040 Fund | 0.01% | — | Feb 2001 | LIPKX vs PTDIX | |
| Principal LifeTime 2050 Fund | 0.01% | — | Feb 2001 | LIPKX vs PPLIX |
Best Risk-Adjusted Alternatives to LIPKX
LIPKX has a PortfoliosLab risk / return rank of 66. There are 298 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 | LIPKX vs SSFNX | |
| USAA Target Retirement Income Fund | 85 | — | Jul 2008 | LIPKX vs URINX | |
| Prudential Day One Income Fund | 85 | — | Dec 2016 | LIPKX vs PDAHX | |
| Putnam Retirement Advantage Maturity Fund | 84 | — | Dec 2019 | LIPKX vs PADLX | |
| USAA Target Retirement 2030 Fund | 84 | — | Jul 2008 | LIPKX vs URTRX |
Top Performing LIPKX Alternatives (YTD)
LIPKX is at 10.60% YTD. There are 146 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 | LIPKX vs URSIX | |
| USAA Target Retirement 2050 Fund | 13.05% | — | Jul 2008 | LIPKX vs URFFX | |
| Fidelity Flex Freedom Blend 2060 Fund | 12.35% | — | Jun 2017 | LIPKX vs FWLSX | |
| Fidelity Flex Freedom Blend 2065 Fund | 12.26% | — | Jun 2019 | LIPKX vs FDFPX | |
| Fidelity Flex Freedom Blend 2055 Fund | 12.26% | — | Jun 2017 | LIPKX vs FQLSX |
Lowest Volatility Alternatives to LIPKX
LIPKX has 13.08% 1-year volatility. There are 491 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 | LIPKX vs TDIFX | |
| Fidelity Freedom Index Retirement Fund Investor Cl... | 4.44% | — | Oct 2009 | LIPKX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.47% | — | Oct 2009 | LIPKX vs FFGZX | |
| MFS Lifetime Income Fund | 4.51% | — | Sep 2005 | LIPKX vs MLLIX | |
| Dimensional 2015 Target Date Retirement Income Fun... | 4.52% | — | Nov 2015 | LIPKX vs DRIQX |
Lowest Drawdown Alternatives to LIPKX
LIPKX 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 | LIPKX vs TDIFX | |
| Fidelity Freedom Index Retirement Fund Investor Cl... | -3.32% | — | Oct 2009 | LIPKX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | LIPKX vs FFGZX | |
| Dimensional 2015 Target Date Retirement Income Fun... | -3.47% | — | Nov 2015 | LIPKX vs DRIQX | |
| Putnam RetirementReady Maturity Fund | -3.50% | — | Oct 2004 | LIPKX vs PRMYX |
Other Mutual Funds from BlackRock
The 10 most viewed BlackRock mutual funds shown here include ECAT, WFSPX, BDMIX and span 10 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| BlackRock ESG Capital Allocation Term Trust | Tactical Allocation, Derivative Income, ESG | 29 | 10.45% | — | Sep 2021 | LIPKX vs ECAT | |
| iShares S&P 500 Index Fund Class K | S&P 500 | 63 | 9.34% | — | Jul 1993 | LIPKX vs WFSPX | |
| BlackRock Global Equity Market Neutral Fund Class ... | Equity Market Neutral | 97 | 12.04% | — | Dec 2012 | LIPKX vs BDMIX | |
| BlackRock LifePath Index 2055 Fund - Institutional... | Target Retirement Date | 70 | 11.03% | — | May 2011 | LIPKX vs LIVIX | |
| BlackRock Enhanced Equity Dividend Trust | Derivative Income | 64 | 8.08% | — | Aug 2005 | LIPKX vs BDJ | |
| BlackRock Technology Opportunities Fund Investor A | Technology Equities | 30 | 22.08% | — | May 2000 | LIPKX vs BGSAX | |
| BlackRock Global Equity Market Neutral Fund Invest... | Equity Market Neutral | 97 | 11.82% | — | Dec 2012 | LIPKX vs BDMAX | |
| BlackRock Equity Dividend Fund | Large Cap Value Equities | 87 | 15.65% | — | Nov 1988 | LIPKX vs MADVX | |
| BlackRock Strategic Income Opportunities Fund Clas... | Total Bond Market | 64 | 1.03% | — | Feb 2008 | LIPKX vs BSIIX | |
| BlackRock High Yield K | High Yield Bonds | 78 | 1.22% | — | Jan 2001 | LIPKX vs BRHYX |
Often Compared With LIPKX
Investors most often compare LIPKX with FIPFX, VFIFX, VFAIX. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare LIPKX with Any Fund or Stock
Compare LIPKX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair LIPKX with funds that move differently
BlackRock LifePath Index 2050 Fund Class K alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to LIPKX.
Explore LIPKX Diversifiers