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 405 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 2055 Fund | 0.01% | — | Feb 2008 | LPDIX vs LTFIX | |
| John Hancock Funds Multi-Index 2060 Lifetime Portf... | 0.01% | — | Mar 2016 | LPDIX vs JIEHX | |
| Principal LifeTime 2025 Fund | 0.01% | — | Feb 2008 | LPDIX vs LTSTX | |
| Principal LifeTime 2045 Fund | 0.01% | — | Feb 2008 | LPDIX vs LTRIX |
Best Risk-Adjusted Alternatives to LPDIX
LPDIX has a PortfoliosLab risk / return rank of 58. There are 537 mutual funds in the Target Retirement Date category with higher risk-adjusted ranks, going as high as 89.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Putnam Retirement Advantage Maturity Fund | 89 | — | Dec 2019 | LPDIX vs PADLX | |
| State Street Target Retirement Fund | 88 | — | Sep 2014 | LPDIX vs SSFNX | |
| Dimensional 2065 Target Date Retirement Income Fun... | 86 | — | Jan 2020 | LPDIX vs DTDRX | |
| Dimensional 2060 Target Date Retirement Income Fun... | 86 | — | Nov 2015 | LPDIX vs DRILX | |
| Prudential Day One Income Fund | 86 | — | Dec 2016 | LPDIX vs PDAHX |
Top Performing LPDIX Alternatives (YTD)
LPDIX is at 13.44% YTD. No mutual funds in the Target Retirement Date category have higher YTD returns; the top-performing alternatives shown here go as high as 13.43%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Flex Freedom Blend 2060 Fund | 13.43% | — | Jun 2017 | LPDIX vs FWLSX | |
| BlackRock LifePath Dynamic 2055 Fund | 13.41% | — | Jun 2010 | LPDIX vs LPVIX | |
| Fidelity Flex Freedom Blend 2055 Fund | 13.34% | — | Jun 2017 | LPDIX vs FQLSX | |
| Fidelity Flex Freedom Blend 2065 Fund | 13.32% | — | Jun 2019 | LPDIX vs FDFPX | |
| BlackRock LifePath Dynamic 2065 Fund | 13.32% | — | Oct 2019 | LPDIX vs LPWRX |
Lowest Volatility Alternatives to LPDIX
LPDIX has 14.23% 1-year volatility. There are 669 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.34%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.34% | — | Nov 2015 | LPDIX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | 3.99% | — | Oct 2009 | LPDIX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.02% | — | Oct 2009 | LPDIX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | 4.15% | — | Aug 2019 | LPDIX vs FRQHX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 4.15% | — | Aug 2007 | LPDIX vs FRIMX |
Lowest Drawdown Alternatives to LPDIX
LPDIX has a 1-year max drawdown of -9.98%. There are 668 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 Income Fund Investor Class | -3.32% | — | Oct 2009 | LPDIX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | LPDIX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | -3.41% | — | Aug 2019 | LPDIX vs FRQHX | |
| Fidelity Managed Retirement 2010 Fund Class K | -3.42% | — | Aug 2019 | LPDIX vs FRQKX |
Other Mutual Funds from BlackRock
The 10 most viewed BlackRock mutual funds shown here include NASDX, VFAIX, VTMFX and span 10 categories. AUM among these funds goes as high as $29B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Shelton Capital Management Nasdaq-100 Index Fund D... | Large Cap Growth Equities | 76 | 20.81% | — | Jan 2000 | LPDIX vs NASDX | |
| Vanguard Financials Index Fund Admiral Shares | Financials Equities | 4 | -5.11% | 13.70B | Feb 2004 | LPDIX vs VFAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | Diversified Portfolio | 81 | 5.85% | 11.90B | Sep 1994 | LPDIX vs VTMFX | |
| Vanguard Tax-Managed Capital Appreciation Fund Adm... | Large Cap Blend Equities | 70 | 11.07% | 28.60B | Sep 1994 | LPDIX vs VTCLX | |
| iShares S&P 500 Index Fund | S&P 500 | 74 | 11.54% | — | Jul 1993 | LPDIX vs WFSPX | |
| BlackRock ESG Capital Allocation Term Trust | Derivative Income, ESG | 32 | 12.58% | — | Sep 2021 | LPDIX vs ECAT | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 69 | 12.57% | — | May 2011 | LPDIX vs LIVIX | |
| BlackRock Global Long/Short Equity Fund Class I | Long-Short | 91 | 12.00% | — | Dec 2012 | LPDIX vs BDMIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 76 | 11.37% | — | Dec 1991 | LPDIX vs FASGX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 67 | 14.60% | — | Jul 2010 | LPDIX vs ASFYX |
Often Compared With LPDIX
Investors most often compare LPDIX with FHKEX, DRIKX, FFSZX. 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