BlackRock LifePath Index 2055 Fund - Institutional Shares (LIVIX) 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 LIVIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to LIVIX
LIVIX 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 | |
|---|---|---|---|---|---|
| Principal LifeTime 2055 Fund | 0.01% | — | Feb 2008 | LIVIX vs LTFIX | |
| Principal LifeTime 2045 Fund | 0.01% | — | Feb 2008 | LIVIX vs LTRIX | |
| Principal LifeTime 2025 Fund | 0.01% | — | Feb 2008 | LIVIX vs LTSTX | |
| Principal LifeTime 2040 Fund | 0.01% | — | Feb 2001 | LIVIX vs PTDIX | |
| Principal LifeTime 2050 Fund | 0.01% | — | Feb 2001 | LIVIX vs PPLIX |
Best Risk-Adjusted Alternatives to LIVIX
LIVIX has a PortfoliosLab risk / return rank of 70. There are 146 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 | LIVIX vs SSFNX | |
| USAA Target Retirement Income Fund | 85 | — | Jul 2008 | LIVIX vs URINX | |
| Prudential Day One Income Fund | 85 | — | Dec 2016 | LIVIX vs PDAHX | |
| Putnam Retirement Advantage Maturity Fund | 84 | — | Dec 2019 | LIVIX vs PADLX | |
| USAA Target Retirement 2030 Fund | 84 | — | Jul 2008 | LIVIX vs URTRX |
Top Performing LIVIX Alternatives (YTD)
LIVIX is at 11.03% YTD. There are 94 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 | LIVIX vs URSIX | |
| USAA Target Retirement 2050 Fund | 13.05% | — | Jul 2008 | LIVIX vs URFFX | |
| Fidelity Flex Freedom Blend 2060 Fund | 12.35% | — | Jun 2017 | LIVIX vs FWLSX | |
| Fidelity Flex Freedom Blend 2065 Fund | 12.26% | — | Jun 2019 | LIVIX vs FDFPX | |
| Fidelity Flex Freedom Blend 2055 Fund | 12.26% | — | Jun 2017 | LIVIX vs FQLSX |
Lowest Volatility Alternatives to LIVIX
LIVIX has 13.72% 1-year volatility. There are 541 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 | LIVIX vs TDIFX | |
| Fidelity Freedom Index Retirement Fund Investor Cl... | 4.44% | — | Oct 2009 | LIVIX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.47% | — | Oct 2009 | LIVIX vs FFGZX | |
| MFS Lifetime Income Fund | 4.51% | — | Sep 2005 | LIVIX vs MLLIX | |
| Dimensional 2015 Target Date Retirement Income Fun... | 4.52% | — | Nov 2015 | LIVIX vs DRIQX |
Lowest Drawdown Alternatives to LIVIX
LIVIX has a 1-year max drawdown of -9.44%. There are 513 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 | LIVIX vs TDIFX | |
| Fidelity Freedom Index Retirement Fund Investor Cl... | -3.32% | — | Oct 2009 | LIVIX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | LIVIX vs FFGZX | |
| Dimensional 2015 Target Date Retirement Income Fun... | -3.47% | — | Nov 2015 | LIVIX vs DRIQX | |
| Putnam RetirementReady Maturity Fund | -3.50% | — | Oct 2004 | LIVIX 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 | LIVIX vs ECAT | |
| iShares S&P 500 Index Fund Class K | S&P 500 | 63 | 9.34% | — | Jul 1993 | LIVIX vs WFSPX | |
| BlackRock Global Equity Market Neutral Fund Class ... | Equity Market Neutral | 97 | 12.04% | — | Dec 2012 | LIVIX vs BDMIX | |
| BlackRock Enhanced Equity Dividend Trust | Derivative Income | 64 | 8.08% | — | Aug 2005 | LIVIX vs BDJ | |
| BlackRock Technology Opportunities Fund Investor A | Technology Equities | 30 | 22.08% | — | May 2000 | LIVIX vs BGSAX | |
| BlackRock Global Equity Market Neutral Fund Invest... | Equity Market Neutral | 97 | 11.82% | — | Dec 2012 | LIVIX vs BDMAX | |
| BlackRock Equity Dividend Fund | Large Cap Value Equities | 87 | 15.65% | — | Nov 1988 | LIVIX vs MADVX | |
| BlackRock Strategic Income Opportunities Fund Clas... | Total Bond Market | 64 | 1.03% | — | Feb 2008 | LIVIX vs BSIIX | |
| BlackRock High Yield K | High Yield Bonds | 78 | 1.22% | — | Jan 2001 | LIVIX vs BRHYX | |
| Fidelity Select Financial Services Portfolio | Financials Equities | 15 | 9.69% | — | Dec 1981 | LIVIX vs FIDSX |
Often Compared With LIVIX
Investors most often compare LIVIX with VFFVX, VOO, SPY. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.
Compare LIVIX with Any Fund or Stock
Compare LIVIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair LIVIX with funds that move differently
BlackRock LifePath Index 2055 Fund - Institutional Shares alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to LIVIX.
Explore LIVIX Diversifiers