BlackRock LifePath Index 2065 Fund Class K (LIWKX) 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 LIWKX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to LIWKX
LIWKX 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 2045 Fund | 0.01% | — | Feb 2008 | LIWKX vs LTRIX | |
| Principal LifeTime 2040 Fund | 0.01% | — | Feb 2001 | LIWKX vs PTDIX | |
| John Hancock Funds Multi-Index 2060 Lifetime Portf... | 0.01% | — | Mar 2016 | LIWKX vs JIEHX | |
| John Hancock Funds Multi-Index 2045 Lifetime Portf... | 0.01% | — | Nov 2013 | LIWKX vs JRLVX | |
| John Hancock Funds Multi-Index 2055 Lifetime Portf... | 0.01% | — | Mar 2014 | LIWKX vs JLKYX |
Best Risk-Adjusted Alternatives to LIWKX
LIWKX has a PortfoliosLab risk / return rank of 69. There are 300 mutual funds in the Target Retirement Date category with higher risk-adjusted ranks, going as high as 87.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Putnam Retirement Advantage Maturity Fund | 87 | — | Dec 2019 | LIWKX vs PADLX | |
| Fidelity Managed Retirement 2020 Fund | 84 | — | Dec 2007 | LIWKX vs FIRVX | |
| Fidelity Managed Retirement Income Fund Class K | 84 | — | Aug 2019 | LIWKX vs FRKMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 84 | — | Aug 2007 | LIWKX vs FRAMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 84 | — | Aug 2019 | LIWKX vs FRHMX |
Top Performing LIWKX Alternatives (YTD)
LIWKX is at 12.51% YTD. There are 120 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 | LIWKX vs FRKMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 1,644,791.35% | — | Aug 2007 | LIWKX vs FRAMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 1,464,383.96% | — | Aug 2019 | LIWKX vs FRHMX | |
| Fidelity Managed Retirement 2020 Fund | 1,440,933.92% | — | Dec 2007 | LIWKX vs FIRVX | |
| Fidelity Freedom 2060 Fund Class K6 | 14.76% | — | Aug 2014 | LIWKX vs FVTKX |
Lowest Volatility Alternatives to LIWKX
LIWKX has 13.40% 1-year volatility. There are 570 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.58%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.58% | — | Nov 2015 | LIWKX vs TDIFX | |
| MFS Lifetime 2025 Fund | 4.18% | — | Nov 2012 | LIWKX vs LTTIX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.31% | — | Oct 2009 | LIWKX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.32% | — | Oct 2009 | LIWKX vs FFGZX | |
| Fidelity Managed Retirement Income Fund | 4.36% | — | Aug 2007 | LIWKX vs FIRMX |
Lowest Drawdown Alternatives to LIWKX
LIWKX has a 1-year max drawdown of -9.54%. There are 558 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 | LIWKX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | -3.32% | — | Oct 2009 | LIWKX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | LIWKX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | -3.41% | — | Aug 2019 | LIWKX vs FRQHX | |
| Fidelity Managed Retirement Income Fund Class K6 | -3.42% | — | Aug 2019 | LIWKX vs FRHMX |
Other Mutual Funds from BlackRock
The 10 most viewed BlackRock mutual funds shown here include ECAT, WFSPX, BDMIX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| BlackRock ESG Capital Allocation Term Trust | Tactical Allocation, Derivative Income, ESG | 30 | 11.26% | — | Sep 2021 | LIWKX vs ECAT | |
| iShares S&P 500 Index Fund Class K | S&P 500 | 65 | 9.77% | — | Jul 1993 | LIWKX vs WFSPX | |
| BlackRock Global Long/Short Equity Fund Class I | Long-Short | 96 | 13.03% | — | Dec 2012 | LIWKX vs BDMIX | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 69 | 12.39% | — | May 2011 | LIWKX vs LIVIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 77 | 11.90% | — | Dec 1991 | LIWKX vs FASGX | |
| BlackRock Enhanced Equity Dividend Fund | Derivative Income | 28 | 1.80% | — | Aug 2005 | LIWKX vs BDJ | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 64 | 11.89% | — | Jul 2010 | LIWKX vs ASFYX | |
| BlackRock Technology Opportunities Fund Investor A | Technology Equities | 69 | 43.67% | — | Apr 2000 | LIWKX vs BGSAX | |
| Fidelity Asset Manager 85% Fund | Diversified Portfolio | 77 | 14.17% | — | Sep 1999 | LIWKX vs FAMRX | |
| Fidelity Asset Manager 40% Fund | Diversified Portfolio | 79 | 7.45% | — | Oct 2007 | LIWKX vs FFANX |
Often Compared With LIWKX
Investors most often compare LIWKX with VOO, VFIAX, SVSPX. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare LIWKX with Any Fund or Stock
Compare LIWKX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair LIWKX with funds that move differently
BlackRock LifePath Index 2065 Fund Class K alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to LIWKX.
Explore LIWKX Diversifiers