BlackRock LifePath Dynamic 2060 Fund (LPDIX) 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 LPDIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to LPDIX
LPDIX charges 0.49% annually. There are 407 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 | LPDIX vs PLTZX | |
| Principal LifeTime 2020 Fund | 0.01% | — | Feb 2001 | LPDIX vs PLWIX | |
| Principal LifeTime 2030 Fund | 0.01% | — | Feb 2001 | LPDIX vs PMTIX | |
| American Funds 2065 Target Date Retirement Fund | 0.01% | — | Mar 2020 | LPDIX vs FCQTX | |
| Principal LifeTime 2040 Fund | 0.01% | — | Feb 2001 | LPDIX vs PTDIX |
Best Risk-Adjusted Alternatives to LPDIX
LPDIX has a PortfoliosLab risk / return rank of 59. There are 440 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 | LPDIX vs SSFNX | |
| USAA Target Retirement Income Fund | 85 | — | Jul 2008 | LPDIX vs URINX | |
| Prudential Day One Income Fund | 85 | — | Dec 2016 | LPDIX vs PDAHX | |
| Putnam Retirement Advantage Maturity Fund | 84 | — | Dec 2019 | LPDIX vs PADLX | |
| USAA Target Retirement 2030 Fund | 84 | — | Jul 2008 | LPDIX vs URTRX |
Top Performing LPDIX Alternatives (YTD)
LPDIX is at 11.97% YTD. There are 31 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 | LPDIX vs URSIX | |
| USAA Target Retirement 2050 Fund | 13.05% | — | Jul 2008 | LPDIX vs URFFX | |
| Fidelity Flex Freedom Blend 2060 Fund | 12.35% | — | Jun 2017 | LPDIX vs FWLSX | |
| Fidelity Flex Freedom Blend 2055 Fund | 12.26% | — | Jun 2017 | LPDIX vs FQLSX | |
| Fidelity Flex Freedom Blend 2065 Fund | 12.26% | — | Jun 2019 | LPDIX vs FDFPX |
Lowest Volatility Alternatives to LPDIX
LPDIX has 15.62% 1-year volatility. There are 647 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 | LPDIX vs TDIFX | |
| Fidelity Freedom Index Retirement Fund Investor Cl... | 4.44% | — | Oct 2009 | LPDIX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.47% | — | Oct 2009 | LPDIX vs FFGZX | |
| MFS Lifetime Income Fund | 4.51% | — | Sep 2005 | LPDIX vs MLLIX | |
| Dimensional 2015 Target Date Retirement Income Fun... | 4.52% | — | Nov 2015 | LPDIX vs DRIQX |
Lowest Drawdown Alternatives to LPDIX
LPDIX has a 1-year max drawdown of -9.98%. There are 645 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 | LPDIX vs TDIFX | |
| Fidelity Freedom Index Retirement Fund Investor Cl... | -3.32% | — | Oct 2009 | LPDIX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | LPDIX vs FFGZX | |
| Dimensional 2015 Target Date Retirement Income Fun... | -3.47% | — | Nov 2015 | LPDIX vs DRIQX | |
| Putnam RetirementReady Maturity Fund | -3.50% | — | Oct 2004 | LPDIX 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 LPDIX
Investors most often compare LPDIX with DRIRX, DTDRX, DRIKX. These 20 comparison targets span 1 categories, based on PortfoliosLab usage data.
Compare LPDIX with Any Fund or Stock
Compare LPDIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair LPDIX with funds that move differently
BlackRock LifePath Dynamic 2060 Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to LPDIX.
Explore LPDIX Diversifiers