BlackRock LifePath Index 2065 Fund Class K (LIWKX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to LIWKX
LIWKX charges 0.09% annually. Among mutual funds in the Target Retirement Date category, these options have the lowest expense ratios among LIWKX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Principal LifeTime 2035 Fund | 0.01% | Feb 28, 2008 | LIWKX vs LTIUX | |
| Principal LifeTime 2030 Fund | 0.01% | Feb 28, 2001 | LIWKX vs PMTIX | |
| John Hancock Funds Multi-Index 2055 Lifetime Portf... | 0.01% | Mar 25, 2014 | LIWKX vs JLKYX | |
| Principal LifeTime 2045 Fund | 0.01% | Feb 28, 2008 | LIWKX vs LTRIX | |
| American Funds 2065 Target Date Retirement Fund | 0.01% | Mar 26, 2020 | LIWKX vs FCQTX |
Best Risk-Adjusted Alternatives to LIWKX
Among mutual funds in the Target Retirement Date category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| USAA Target Retirement Income Fund | 86 | Jul 30, 2008 | LIWKX vs URINX | |
| Putnam Retirement Advantage Maturity Fund | 86 | Dec 30, 2019 | LIWKX vs PADLX | |
| Fidelity Freedom Income Fund Class K6 | 84 | Oct 17, 1996 | LIWKX vs FYTKX | |
| State Street Target Retirement Fund | 84 | Sep 29, 2014 | LIWKX vs SSFNX | |
| Fidelity Managed Retirement Income Fund Class K6 | 84 | Aug 1, 2019 | LIWKX vs FRHMX |
Top Performing LIWKX Alternatives (YTD)
LIWKX alternatives from the Target Retirement Date category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Prudential Day One Income Fund | 0.08% | Dec 12, 2016 | LIWKX vs PDAHX | |
| State Street Target Retirement Fund | -0.35% | Sep 29, 2014 | LIWKX vs SSFNX | |
| Dimensional Retirement Income Fund | -0.37% | Nov 1, 2015 | LIWKX vs TDIFX | |
| Prudential Day One 2020 Fund | -0.38% | Dec 12, 2016 | LIWKX vs PDDDX | |
| Fidelity Freedom Income Fund Class K6 | -0.40% | Oct 17, 1996 | LIWKX vs FYTKX |
Lowest Volatility Alternatives to LIWKX
LIWKX alternatives from the Target Retirement Date category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Dimensional Retirement Income Fund | 4.31% | Nov 1, 2015 | LIWKX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.34% | Oct 2, 2009 | LIWKX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.35% | Oct 2, 2009 | LIWKX vs FFGZX | |
| Fidelity Managed Retirement Income Fund Class K | 4.58% | Aug 1, 2019 | LIWKX vs FRKMX | |
| Fidelity Managed Retirement Income Fund | 4.59% | Aug 30, 2007 | LIWKX vs FIRMX |
Lowest Drawdown Alternatives to LIWKX
LIWKX alternatives from the Target Retirement Date category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Dimensional Retirement Income Fund | -2.84% | Nov 1, 2015 | LIWKX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | -3.32% | Oct 2, 2009 | LIWKX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | Oct 2, 2009 | LIWKX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | -3.41% | Aug 1, 2019 | LIWKX vs FRQHX | |
| Fidelity Managed Retirement Income Fund Class K6 | -3.42% | Aug 1, 2019 | LIWKX vs FRHMX |
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Often Compared With LIWKX
What investors most often compare with LIWKX, 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.