BlackRock LifePath Index 2060 Fund Class K (LIZKX) 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 LIZKX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to LIZKX
LIZKX 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 2060 Fund | 0.01% | — | Feb 2013 | LIZKX vs PLTZX | |
| John Hancock Funds Multi-Index 2060 Lifetime Portf... | 0.01% | — | Mar 2016 | LIZKX vs JIEHX | |
| Principal LifeTime 2020 Fund | 0.01% | — | Feb 2001 | LIZKX vs PLWIX | |
| Principal LifeTime 2035 Fund | 0.01% | — | Feb 2008 | LIZKX vs LTIUX | |
| Principal LifeTime 2030 Fund | 0.01% | — | Feb 2001 | LIZKX vs PMTIX |
Best Risk-Adjusted Alternatives to LIZKX
LIZKX has a PortfoliosLab risk / return rank of 65. There are 331 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 | |
|---|---|---|---|---|---|
| State Street Target Retirement Fund | 86 | — | Sep 2014 | LIZKX vs SSFNX | |
| USAA Target Retirement Income Fund | 85 | — | Jul 2008 | LIZKX vs URINX | |
| Prudential Day One Income Fund | 85 | — | Dec 2016 | LIZKX vs PDAHX | |
| Putnam Retirement Advantage Maturity Fund | 84 | — | Dec 2019 | LIZKX vs PADLX | |
| USAA Target Retirement 2030 Fund | 84 | — | Jul 2008 | LIZKX vs URTRX |
Top Performing LIZKX Alternatives (YTD)
LIZKX is at 11.18% YTD. There are 83 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 13.54%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| USAA Target Retirement 2060 Fund | 13.54% | — | Jul 2013 | LIZKX vs URSIX | |
| USAA Target Retirement 2050 Fund | 13.05% | — | Jul 2008 | LIZKX vs URFFX | |
| Fidelity Flex Freedom Blend 2060 Fund | 12.35% | — | Jun 2017 | LIZKX vs FWLSX | |
| Fidelity Flex Freedom Blend 2055 Fund | 12.26% | — | Jun 2017 | LIZKX vs FQLSX | |
| Fidelity Flex Freedom Blend 2065 Fund | 12.26% | — | Jun 2019 | LIZKX vs FDFPX |
Lowest Volatility Alternatives to LIZKX
LIZKX has 13.87% 1-year volatility. There are 545 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 | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.51% | — | Nov 2015 | LIZKX vs TDIFX | |
| Fidelity Freedom Index Retirement Fund Investor Cl... | 4.44% | — | Oct 2009 | LIZKX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.47% | — | Oct 2009 | LIZKX vs FFGZX | |
| MFS Lifetime Income Fund | 4.51% | — | Sep 2005 | LIZKX vs MLLIX | |
| Dimensional 2015 Target Date Retirement Income Fun... | 4.52% | — | Nov 2015 | LIZKX vs DRIQX |
Lowest Drawdown Alternatives to LIZKX
LIZKX has a 1-year max drawdown of -9.50%. There are 525 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 | LIZKX vs TDIFX | |
| Fidelity Freedom Index Retirement Fund Investor Cl... | -3.32% | — | Oct 2009 | LIZKX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | LIZKX vs FFGZX | |
| Dimensional 2015 Target Date Retirement Income Fun... | -3.47% | — | Nov 2015 | LIZKX vs DRIQX | |
| Putnam RetirementReady Maturity Fund | -3.50% | — | Oct 2004 | LIZKX vs PRMYX |
Other Mutual Funds from BlackRock
The 10 most viewed BlackRock mutual funds shown here include ECAT, WFSPX, BDMIX and span 10 categories. AUM among these funds goes as high as $12B.
Often Compared With LIZKX
Investors most often compare LIZKX with VOO, VTCLX, FASGX. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.
Compare LIZKX with Any Fund or Stock
Compare LIZKX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair LIZKX with funds that move differently
BlackRock LifePath Index 2060 Fund Class K alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to LIZKX.
Explore LIZKX Diversifiers