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 | |
|---|---|---|---|---|---|
| Principal LifeTime 2040 Fund | 0.01% | — | Feb 2001 | LIVKX vs PTDIX | |
| Principal LifeTime 2030 Fund | 0.01% | — | Feb 2001 | LIVKX vs PMTIX | |
| Principal LifeTime 2055 Fund | 0.01% | — | Feb 2008 | LIVKX vs LTFIX | |
| John Hancock Funds Multi-Index 2060 Lifetime Portf... | 0.01% | — | Mar 2016 | LIVKX vs JIEHX | |
| Principal LifeTime 2045 Fund | 0.01% | — | Feb 2008 | LIVKX vs LTRIX |
Best Risk-Adjusted Alternatives to LIVKX
LIVKX has a PortfoliosLab risk / return rank of 68. There are 355 mutual funds in the Target Retirement Date category with higher risk-adjusted ranks, going as high as 89.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Putnam Retirement Advantage Maturity Fund | 89 | — | Dec 2019 | LIVKX vs PADLX | |
| State Street Target Retirement Fund | 88 | — | Sep 2014 | LIVKX vs SSFNX | |
| Prudential Day One Income Fund | 85 | — | Dec 2016 | LIVKX vs PDAHX | |
| State Street Target Retirement 2025 Fund | 85 | — | Sep 2014 | LIVKX vs SSBRX | |
| Dimensional 2060 Target Date Retirement Income Fun... | 83 | — | Nov 2015 | LIVKX vs DRILX |
Top Performing LIVKX Alternatives (YTD)
LIVKX is at 13.13% YTD. There are 74 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 14.17%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Flex Freedom Blend 2060 Fund | 14.17% | — | Jun 2017 | LIVKX vs FWLSX | |
| Fidelity Flex Freedom Blend 2065 Fund | 14.11% | — | Jun 2019 | LIVKX vs FDFPX | |
| Fidelity Flex Freedom Blend 2055 Fund | 14.07% | — | Jun 2017 | LIVKX vs FQLSX | |
| Fidelity Freedom Blend 2055 Fund Class K6 | 14.04% | — | Aug 2018 | LIVKX vs FHDDX | |
| Fidelity Freedom Blend 2065 Fund Class K6 | 14.03% | — | Jun 2019 | LIVKX vs FFBQX |
Lowest Volatility Alternatives to LIVKX
LIVKX has 12.56% 1-year volatility. There are 585 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.33%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.33% | — | Nov 2015 | LIVKX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | 3.98% | — | Oct 2009 | LIVKX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.01% | — | Oct 2009 | LIVKX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | 4.14% | — | Aug 2019 | LIVKX vs FRQHX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.15% | — | Aug 2007 | LIVKX vs FRQAX |
Lowest Drawdown Alternatives to LIVKX
LIVKX has a 1-year max drawdown of -9.44%. There are 537 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 | LIVKX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | -3.32% | — | Oct 2009 | LIVKX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | LIVKX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | -3.41% | — | Aug 2019 | LIVKX vs FRQHX | |
| Fidelity Managed Retirement Income Fund Class K | -3.42% | — | Aug 2019 | LIVKX vs FRKMX |
Other Mutual Funds from BlackRock
The 10 most viewed BlackRock mutual funds shown here include NASDX, VFAIX, VTMFX and span 10 categories. AUM among these funds goes as high as $29B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Shelton Capital Management Nasdaq-100 Index Fund D... | Large Cap Growth Equities | 75 | 21.38% | — | Jan 2000 | LIVKX vs NASDX | |
| Vanguard Financials Index Fund Admiral Shares | Financials Equities | 4 | -5.08% | 13.70B | Feb 2004 | LIVKX vs VFAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | Diversified Portfolio | 81 | 6.03% | 11.90B | Sep 1994 | LIVKX vs VTMFX | |
| Vanguard Tax-Managed Capital Appreciation Fund Adm... | Large Cap Blend Equities | 70 | 11.31% | 28.60B | Sep 1994 | LIVKX vs VTCLX | |
| iShares S&P 500 Index Fund | S&P 500 | 73 | 11.69% | — | Jul 1993 | LIVKX vs WFSPX | |
| BlackRock ESG Capital Allocation Term Trust | Derivative Income, ESG | 28 | 11.23% | — | Sep 2021 | LIVKX vs ECAT | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 69 | 13.10% | — | May 2011 | LIVKX vs LIVIX | |
| BlackRock Global Long/Short Equity Fund Class I | Long-Short | 92 | 12.48% | — | Dec 2012 | LIVKX vs BDMIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 77 | 11.93% | — | Dec 1991 | LIVKX vs FASGX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 67 | 15.25% | — | Jul 2010 | LIVKX vs ASFYX |
Often Compared With LIVKX
Investors most often compare LIVKX with FXAIX, FRAMX, PPLIX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare LIVKX with Any Fund or Stock
Compare LIVKX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
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