BlackRock LifePath Index 2055 Fund (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 0.10% annually. There are 109 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 2030 Fund | 0.01% | — | Feb 2001 | LIVIX vs PMTIX | |
| Principal LifeTime 2055 Fund | 0.01% | — | Feb 2008 | LIVIX vs LTFIX | |
| American Funds 2065 Target Date Retirement Fund | 0.01% | — | Mar 2020 | LIVIX vs FCQTX | |
| Principal LifeTime 2050 Fund | 0.01% | — | Feb 2001 | LIVIX vs PPLIX | |
| Principal LifeTime 2025 Fund | 0.01% | — | Feb 2008 | LIVIX vs LTSTX |
Best Risk-Adjusted Alternatives to LIVIX
LIVIX has a PortfoliosLab risk / return rank of 64. There are 355 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 | |
|---|---|---|---|---|---|
| Putnam Retirement Advantage Maturity Fund | 86 | — | Dec 2019 | LIVIX vs PADLX | |
| Fidelity Managed Retirement 2020 Fund | 86 | — | Dec 2007 | LIVIX vs FIRVX | |
| Fidelity Managed Retirement Income Fund Class K | 86 | — | Aug 2019 | LIVIX vs FRKMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 86 | — | Aug 2019 | LIVIX vs FRHMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 85 | — | Aug 2007 | LIVIX vs FRAMX |
Top Performing LIVIX Alternatives (YTD)
LIVIX is at 12.43% YTD. There are 105 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 15,640,638.04%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Managed Retirement Income Fund Class K | 15,640,638.04% | — | Aug 2019 | LIVIX vs FRKMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 1,644,791.35% | — | Aug 2007 | LIVIX vs FRAMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 1,464,383.96% | — | Aug 2019 | LIVIX vs FRHMX | |
| Fidelity Managed Retirement 2020 Fund | 1,440,933.92% | — | Dec 2007 | LIVIX vs FIRVX | |
| Fidelity Flex Freedom Blend 2060 Fund | 14.17% | — | Jun 2017 | LIVIX vs FWLSX |
Lowest Volatility Alternatives to LIVIX
LIVIX has 13.39% 1-year volatility. There are 554 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.50%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.50% | — | Nov 2015 | LIVIX vs TDIFX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.32% | — | Aug 2007 | LIVIX vs FRQIX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 4.32% | — | Aug 2007 | LIVIX vs FRIMX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.33% | — | Aug 2007 | LIVIX vs FRQAX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.35% | — | Oct 2009 | LIVIX vs FIKFX |
Lowest Drawdown Alternatives to LIVIX
LIVIX has a 1-year max drawdown of -9.44%. There are 530 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 Income Fund Investor Class | -3.32% | — | Oct 2009 | LIVIX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | LIVIX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | -3.41% | — | Aug 2019 | LIVIX vs FRQHX | |
| Fidelity Managed Retirement Income Fund Class K6 | -3.42% | — | Aug 2019 | LIVIX vs FRHMX |
Other Mutual Funds from BlackRock
The 10 most viewed BlackRock mutual funds shown here include ECAT, WFSPX, BDMIX and span 9 categories. AUM among these funds goes as high as $11B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| BlackRock ESG Capital Allocation Term Trust | Tactical Allocation, Derivative Income, ESG | 39 | 15.10% | — | Sep 2021 | LIVIX vs ECAT | |
| iShares S&P 500 Index Fund Class K | S&P 500 | 65 | 11.33% | — | Jul 1993 | LIVIX vs WFSPX | |
| BlackRock Global Equity Market Neutral Fund Class ... | Equity Market Neutral | 96 | 11.25% | — | Dec 2012 | LIVIX vs BDMIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 73 | 11.70% | — | Dec 1991 | LIVIX vs FASGX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 51 | 9.56% | — | Jul 2010 | LIVIX vs ASFYX | |
| BlackRock Enhanced Equity Dividend Fund | Derivative Income | 41 | 5.97% | — | Aug 2005 | LIVIX vs BDJ | |
| BlackRock Technology Opportunities Fund Investor A | Technology Equities | 50 | 34.57% | — | Apr 2000 | LIVIX vs BGSAX | |
| Fidelity Asset Manager 40% Fund | Diversified Portfolio | 72 | 6.74% | — | Oct 2007 | LIVIX vs FFANX | |
| Fidelity Asset Manager 85% Fund | Diversified Portfolio | 72 | 13.91% | — | Sep 1999 | LIVIX vs FAMRX | |
| Vanguard Tax-Managed Small-Cap Fund Admiral Shares | Small Cap Blend Equities | 68 | 21.86% | 10.70B | Mar 1999 | LIVIX vs VTMSX |
Often Compared With LIVIX
Investors most often compare LIVIX with VFFVX, VOO, FXAIX. 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 alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to LIVIX.
Explore LIVIX Diversifiers