BlackRock LifePath Index Retirement Fund (LIRKX) 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 LIRKX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to LIRKX
LIRKX 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 | LIRKX vs LTFIX | |
| Principal LifeTime 2025 Fund | 0.01% | — | Feb 2008 | LIRKX vs LTSTX | |
| Principal LifeTime 2050 Fund | 0.01% | — | Feb 2001 | LIRKX vs PPLIX | |
| Principal LifeTime 2020 Fund | 0.01% | — | Feb 2001 | LIRKX vs PLWIX | |
| Principal LifeTime 2030 Fund | 0.01% | — | Feb 2001 | LIRKX vs PMTIX |
Best Risk-Adjusted Alternatives to LIRKX
LIRKX has a PortfoliosLab risk / return rank of 74. There are 27 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 | LIRKX vs SSFNX | |
| USAA Target Retirement Income Fund | 85 | — | Jul 2008 | LIRKX vs URINX | |
| Prudential Day One Income Fund | 85 | — | Dec 2016 | LIRKX vs PDAHX | |
| Putnam Retirement Advantage Maturity Fund | 84 | — | Dec 2019 | LIRKX vs PADLX | |
| USAA Target Retirement 2030 Fund | 84 | — | Jul 2008 | LIRKX vs URTRX |
Top Performing LIRKX Alternatives (YTD)
LIRKX is at 4.72% YTD. There are 542 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 | LIRKX vs URSIX | |
| USAA Target Retirement 2050 Fund | 13.05% | — | Jul 2008 | LIRKX vs URFFX | |
| Fidelity Flex Freedom Blend 2060 Fund | 12.35% | — | Jun 2017 | LIRKX vs FWLSX | |
| Fidelity Flex Freedom Blend 2065 Fund | 12.26% | — | Jun 2019 | LIRKX vs FDFPX | |
| Fidelity Flex Freedom Blend 2055 Fund | 12.26% | — | Jun 2017 | LIRKX vs FQLSX |
Lowest Volatility Alternatives to LIRKX
LIRKX has 6.06% 1-year volatility. There are 84 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 | LIRKX vs TDIFX | |
| Fidelity Freedom Index Retirement Fund Investor Cl... | 4.44% | — | Oct 2009 | LIRKX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.47% | — | Oct 2009 | LIRKX vs FFGZX | |
| MFS Lifetime Income Fund | 4.51% | — | Sep 2005 | LIRKX vs MLLIX | |
| Dimensional 2015 Target Date Retirement Income Fun... | 4.52% | — | Nov 2015 | LIRKX vs DRIQX |
Lowest Drawdown Alternatives to LIRKX
LIRKX has a 1-year max drawdown of -4.23%. There are 60 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 | LIRKX vs TDIFX | |
| Fidelity Freedom Index Retirement Fund Investor Cl... | -3.32% | — | Oct 2009 | LIRKX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | LIRKX vs FFGZX | |
| Dimensional 2015 Target Date Retirement Income Fun... | -3.47% | — | Nov 2015 | LIRKX vs DRIQX | |
| Putnam RetirementReady Maturity Fund | -3.50% | — | Oct 2004 | LIRKX 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 | LIRKX vs ECAT | |
| iShares S&P 500 Index Fund Class K | S&P 500 | 63 | 9.34% | — | Jul 1993 | LIRKX vs WFSPX | |
| BlackRock Global Equity Market Neutral Fund Class ... | Equity Market Neutral | 97 | 12.04% | — | Dec 2012 | LIRKX vs BDMIX | |
| BlackRock LifePath Index 2055 Fund - Institutional... | Target Retirement Date | 70 | 11.03% | — | May 2011 | LIRKX vs LIVIX | |
| BlackRock Enhanced Equity Dividend Trust | Derivative Income | 64 | 8.08% | — | Aug 2005 | LIRKX vs BDJ | |
| BlackRock Technology Opportunities Fund Investor A | Technology Equities | 30 | 22.08% | — | May 2000 | LIRKX vs BGSAX | |
| BlackRock Global Equity Market Neutral Fund Invest... | Equity Market Neutral | 97 | 11.82% | — | Dec 2012 | LIRKX vs BDMAX | |
| BlackRock Equity Dividend Fund | Large Cap Value Equities | 87 | 15.65% | — | Nov 1988 | LIRKX vs MADVX | |
| BlackRock Strategic Income Opportunities Fund Clas... | Total Bond Market | 64 | 1.03% | — | Feb 2008 | LIRKX vs BSIIX | |
| BlackRock High Yield K | High Yield Bonds | 78 | 1.22% | — | Jan 2001 | LIRKX vs BRHYX |
Often Compared With LIRKX
Investors most often compare LIRKX with FHTKX, FRAMX, PTDIX. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare LIRKX with Any Fund or Stock
Compare LIRKX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair LIRKX with funds that move differently
BlackRock LifePath Index Retirement Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to LIRKX.
Explore LIRKX Diversifiers