LIVKX Alternatives & Similar Mutual Funds

BlackRock LifePath Index 2055 Class K (LIVKX) 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 LIVKX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to LIVKX

LIVKX 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
LTFIX	Principal LifeTime 2055 Fund	0.01%	—	Feb 2008	LIVKX vs LTFIX
PTDIX	Principal LifeTime 2040 Fund	0.01%	—	Feb 2001	LIVKX vs PTDIX
PLTZX	Principal LifeTime 2060 Fund	0.01%	—	Feb 2013	LIVKX vs PLTZX
LTIUX	Principal LifeTime 2035 Fund	0.01%	—	Feb 2008	LIVKX vs LTIUX
PMTIX	Principal LifeTime 2030 Fund	0.01%	—	Feb 2001	LIVKX vs PMTIX

Best Risk-Adjusted Alternatives to LIVKX

LIVKX has a PortfoliosLab risk / return rank of 64. There are 335 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
SSFNX	State Street Target Retirement Fund	86	—	Sep 2014	LIVKX vs SSFNX
URINX	USAA Target Retirement Income Fund	85	—	Jul 2008	LIVKX vs URINX
PDAHX	Prudential Day One Income Fund	85	—	Dec 2016	LIVKX vs PDAHX
SSBRX	State Street Target Retirement 2025 Fund	83	—	Sep 2014	LIVKX vs SSBRX
URTRX	USAA Target Retirement 2030 Fund	83	—	Jul 2008	LIVKX vs URTRX

Top Performing LIVKX Alternatives (YTD)

LIVKX is at 11.06% YTD. There are 102 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 13.54%.

Symbol	Name	YTD Return	AUM	Inception
URSIX	USAA Target Retirement 2060 Fund	13.54%	—	Jul 2013	LIVKX vs URSIX
URFFX	USAA Target Retirement 2050 Fund	13.05%	—	Jul 2008	LIVKX vs URFFX
FWLSX	Fidelity Flex Freedom Blend 2060 Fund	12.89%	—	Jun 2017	LIVKX vs FWLSX
FDFPX	Fidelity Flex Freedom Blend 2065 Fund	12.86%	—	Jun 2019	LIVKX vs FDFPX
FFSZX	Fidelity Freedom 2065 Fund Class K6	12.78%	—	Jun 2019	LIVKX vs FFSZX

Lowest Volatility Alternatives to LIVKX

LIVKX has 13.73% 1-year volatility. There are 542 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
TDIFX	Dimensional Retirement Income Fund	3.51%	—	Nov 2015	LIVKX vs TDIFX
FIKFX	Fidelity Freedom Index Retirement Fund Investor Cl...	4.43%	—	Oct 2009	LIVKX vs FIKFX
FFGZX	Fidelity Freedom Index Income Fund Institutional P...	4.46%	—	Oct 2009	LIVKX vs FFGZX
MLLIX	MFS Lifetime Income Fund	4.51%	—	Sep 2005	LIVKX vs MLLIX
DRIQX	Dimensional 2015 Target Date Retirement Income Fun...	4.52%	—	Nov 2015	LIVKX vs DRIQX

Lowest Drawdown Alternatives to LIVKX

LIVKX 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
TDIFX	Dimensional Retirement Income Fund	-2.61%	—	Nov 2015	LIVKX vs TDIFX
FIKFX	Fidelity Freedom Index Retirement Fund Investor Cl...	-3.32%	—	Oct 2009	LIVKX vs FIKFX
FFGZX	Fidelity Freedom Index Income Fund Institutional P...	-3.33%	—	Oct 2009	LIVKX vs FFGZX
DRIQX	Dimensional 2015 Target Date Retirement Income Fun...	-3.47%	—	Nov 2015	LIVKX vs DRIQX
PRMYX	Putnam RetirementReady Maturity Fund	-3.50%	—	Oct 2004	LIVKX 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
ECAT	BlackRock ESG Capital Allocation Term Trust	Tactical Allocation, Derivative Income, ESG	29	11.70%	—	Sep 2021	LIVKX vs ECAT
WFSPX	iShares S&P 500 Index Fund Class K	S&P 500	59	10.11%	—	Jul 1993	LIVKX vs WFSPX
BDMIX	BlackRock Global Equity Market Neutral Fund Class ...	Equity Market Neutral	98	12.92%	—	Dec 2012	LIVKX vs BDMIX
LIVIX	BlackRock LifePath Index 2055 Fund - Institutional...	Target Retirement Date	67	11.31%	—	May 2011	LIVKX vs LIVIX
BDJ	BlackRock Enhanced Equity Dividend Trust	Derivative Income	66	8.31%	—	Aug 2005	LIVKX vs BDJ
BGSAX	BlackRock Technology Opportunities Fund Investor A	Technology Equities	28	23.72%	—	May 2000	LIVKX vs BGSAX
BDMAX	BlackRock Global Equity Market Neutral Fund Invest...	Equity Market Neutral	97	12.73%	—	Dec 2012	LIVKX vs BDMAX
MADVX	BlackRock Equity Dividend Fund	Large Cap Value Equities	88	16.37%	—	Nov 1988	LIVKX vs MADVX
BSIIX	BlackRock Strategic Income Opportunities Fund Clas...	Total Bond Market	52	0.93%	—	Feb 2008	LIVKX vs BSIIX
BRHYX	BlackRock High Yield K	High Yield Bonds	63	1.22%	—	Jan 2001	LIVKX vs BRHYX

Often Compared With LIVKX

Investors most often compare LIVKX with FXAIX, FRHMX, VFAIX. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
FXAIX	Fidelity 500 Index Fund	S&P 500	59	10.13%	—	Feb 1988	LIVKX vs FXAIX
FRHMX	Fidelity Managed Retirement Income Fund Class K6	Target Retirement Date	—	—	—	Aug 2019	LIVKX vs FRHMX
VFAIX	Vanguard Financials Index Fund Admiral Shares	Financials Equities	16	5.34%	13.90B	Feb 2004	LIVKX vs VFAIX
PPLIX	Principal LifeTime 2050 Fund	Target Retirement Date	47	8.90%	—	Feb 2001	LIVKX vs PPLIX
FRAMX	Fidelity Advisor Managed Retirement Income Fund Cl...	Target Retirement Date	—	—	—	Aug 2007	LIVKX vs FRAMX
PADLX	Putnam Retirement Advantage Maturity Fund	Target Retirement Date	81	3.72%	—	Dec 2019	LIVKX vs PADLX
FRKMX	Fidelity Managed Retirement Income Fund Class K	Target Retirement Date	—	—	—	Aug 2019	LIVKX vs FRKMX
VTMFX	Vanguard Tax-Managed Balanced Fund Admiral Shares	Diversified Portfolio, Municipal Bonds	67	4.67%	12.30B	Sep 1994	LIVKX vs VTMFX
FYTKX	Fidelity Freedom Income Fund Class K6	Target Retirement Date	70	4.07%	—	Oct 1996	LIVKX vs FYTKX
ASFYX	Virtus AlphaSimplex Managed Futures Strategy Fund ...	Systematic Trend	67	10.47%	—	Jul 2010	LIVKX vs ASFYX
LTRIX	Principal LifeTime 2045 Fund	Target Retirement Date	47	8.14%	—	Feb 2008	LIVKX vs LTRIX
PDDDX	Prudential Day One 2020 Fund	Target Retirement Date	80	5.19%	—	Dec 2016	LIVKX vs PDDDX
FFFGX	Fidelity Freedom 2045 Fund	Target Retirement Date	70	12.22%	—	Jun 2006	LIVKX vs FFFGX
FVTKX	Fidelity Freedom 2060 Fund Class K6	Target Retirement Date	71	12.78%	—	Aug 2014	LIVKX vs FVTKX
NASDX	Shelton Capital Management Nasdaq-100 Index Fund D...	Large Cap Growth Equities	37	12.17%	—	Jan 2000	LIVKX vs NASDX
FCQTX	American Funds 2065 Target Date Retirement Fund	Target Retirement Date	47	9.46%	—	Mar 2020	LIVKX vs FCQTX
FFFFX	Fidelity Freedom 2040 Fund	Target Retirement Date	69	10.89%	—	Sep 2000	LIVKX vs FFFFX
FFFCX	Fidelity Freedom 2010 Fund	Target Retirement Date	67	4.31%	—	Oct 1996	LIVKX vs FFFCX
FFFAX	Fidelity Freedom Income Fund	Target Retirement Date	66	3.94%	—	Oct 1996	LIVKX vs FFFAX
FRQKX	Fidelity Managed Retirement 2010 Fund Class K	Target Retirement Date	—	—	—	Aug 2019	LIVKX vs FRQKX

Compare LIVKX with Any Fund or Stock

Compare LIVKX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

Symbol name

Diversifiers

Pair LIVKX with funds that move differently

BlackRock LifePath Index 2055 Class K alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to LIVKX.

Explore LIVKX Diversifiers

BlackRock LifePath Index 2055 Class K (LIVKX) Alternatives