LK Balanced Fund (LKBLX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with LKBLX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to LKBLX
LKBLX charges 1.00% annually. There are 413 mutual funds in the Diversified Portfolio category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | — | Jan 2022 | LKBLX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | LKBLX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | LKBLX vs TSAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | LKBLX vs VTMFX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | LKBLX vs FYMIX |
Best Risk-Adjusted Alternatives to LKBLX
LKBLX has a PortfoliosLab risk / return rank of 27. There are 497 mutual funds in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | — | Nov 2003 | LKBLX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | LKBLX vs TIBIX | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | LKBLX vs NWQIX | |
| Allspring Diversified Capital Builder Fund | 95 | — | Jan 1998 | LKBLX vs EKBAX | |
| Pioneer Balanced ESG Fund | 94 | — | Dec 1991 | LKBLX vs AYBLX |
Top Performing LKBLX Alternatives (YTD)
LKBLX is at 3.60% YTD. There are 469 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 36.76%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 36.76% | — | Jan 1998 | LKBLX vs EKBAX | |
| Greenspring Fund | 20.69% | — | Jun 1983 | LKBLX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 18.72% | — | Aug 1998 | LKBLX vs MHELX | |
| Thornburg Investment Income Builder Fund Class I | 17.68% | — | Dec 2002 | LKBLX vs TIBIX | |
| Sound Mind Investing Fund | 15.94% | — | Dec 2005 | LKBLX vs SMIFX |
Lowest Volatility Alternatives to LKBLX
LKBLX has 8.20% 1-year volatility. There are 227 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.85%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.85% | — | Nov 2003 | LKBLX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.82% | — | Apr 2012 | LKBLX vs SCLAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.85% | — | Nov 2003 | LKBLX vs SICIX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | LKBLX vs AVEFX | |
| American Funds College 2027 Fund | 3.13% | — | Sep 2012 | LKBLX vs CSTAX |
Lowest Drawdown Alternatives to LKBLX
LKBLX has a 1-year max drawdown of -4.20%. There are 66 mutual funds in the Diversified Portfolio category with shallower 1-year drawdowns, going as shallow as -0.36%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.36% | — | Nov 2003 | LKBLX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | LKBLX vs SCLAX | |
| Fidelity Strategic Real Return Fund Class K6 | -2.57% | — | Sep 2005 | LKBLX vs FSRKX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | LKBLX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | LKBLX vs SICIX |
Often Compared With LKBLX
Investors most often compare LKBLX with BLNDX, FSIRX, BWBIX. These 6 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Standpoint Multi-Asset Fund Institutional | Diversified Portfolio | 81 | 12.91% | — | Dec 2019 | LKBLX vs BLNDX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | Diversified Portfolio | 86 | 6.58% | — | Sep 2005 | LKBLX vs FSIRX | |
| Baron WealthBuilder Fund | Diversified Portfolio | 20 | 5.25% | — | Dec 2017 | LKBLX vs BWBIX | |
| Fidelity Strategic Real Return Fund | Diversified Portfolio | 87 | 6.54% | — | Sep 2005 | LKBLX vs FSRRX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | Diversified Portfolio | 88 | 6.68% | — | Oct 2018 | LKBLX vs FIQDX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | Diversified Portfolio | 82 | 6.09% | — | Sep 2005 | LKBLX vs FCSRX |
Compare LKBLX with Any Fund or Stock
Compare LKBLX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair LKBLX with funds that move differently
LK Balanced Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to LKBLX.
Explore LKBLX Diversifiers