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 2045 Fund | 0.01% | — | Feb 2008 | LPDIX vs LTRIX | |
| Principal LifeTime 2055 Fund | 0.01% | — | Feb 2008 | LPDIX vs LTFIX | |
| Principal LifeTime 2040 Fund | 0.01% | — | Feb 2001 | LPDIX vs PTDIX | |
| John Hancock Funds Multi-Index 2060 Lifetime Portf... | 0.01% | — | Mar 2016 | LPDIX vs JIEHX | |
| American Funds 2065 Target Date Retirement Fund | 0.01% | — | Mar 2020 | LPDIX vs FCQTX |
Best Risk-Adjusted Alternatives to LPDIX
LPDIX has a PortfoliosLab risk / return rank of 58. There are 521 mutual funds in the Target Retirement Date category with higher risk-adjusted ranks, going as high as 87.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Putnam Retirement Advantage Maturity Fund | 87 | — | Dec 2019 | LPDIX vs PADLX | |
| Fidelity Managed Retirement 2020 Fund | 84 | — | Dec 2007 | LPDIX vs FIRVX | |
| Fidelity Managed Retirement Income Fund Class K | 84 | — | Aug 2019 | LPDIX vs FRKMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 84 | — | Aug 2007 | LPDIX vs FRAMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 84 | — | Aug 2019 | LPDIX vs FRHMX |
Top Performing LPDIX Alternatives (YTD)
LPDIX is at 13.02% YTD. There are 86 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 15,640,638.04%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Managed Retirement Income Fund Class K | 15,640,638.04% | — | Aug 2019 | LPDIX vs FRKMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 1,644,791.35% | — | Aug 2007 | LPDIX vs FRAMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 1,464,383.96% | — | Aug 2019 | LPDIX vs FRHMX | |
| Fidelity Managed Retirement 2020 Fund | 1,440,933.92% | — | Dec 2007 | LPDIX vs FIRVX | |
| Fidelity Freedom 2060 Fund Class K6 | 14.76% | — | Aug 2014 | LPDIX vs FVTKX |
Lowest Volatility Alternatives to LPDIX
LPDIX has 15.09% 1-year volatility. There are 665 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.58%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.58% | — | Nov 2015 | LPDIX vs TDIFX | |
| MFS Lifetime 2025 Fund | 4.18% | — | Nov 2012 | LPDIX vs LTTIX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.31% | — | Oct 2009 | LPDIX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.32% | — | Oct 2009 | LPDIX vs FFGZX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 4.36% | — | 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 Income Fund Class K | -3.42% | — | Aug 2019 | LPDIX vs FRKMX |
Other Mutual Funds from BlackRock
The 10 most viewed BlackRock mutual funds shown here include ECAT, WFSPX, BDMIX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| BlackRock ESG Capital Allocation Term Trust | Tactical Allocation, Derivative Income, ESG | 30 | 11.26% | — | Sep 2021 | LPDIX vs ECAT | |
| iShares S&P 500 Index Fund Class K | S&P 500 | 65 | 9.77% | — | Jul 1993 | LPDIX vs WFSPX | |
| BlackRock Global Long/Short Equity Fund Class I | Long-Short | 96 | 13.03% | — | Dec 2012 | LPDIX vs BDMIX | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 69 | 12.39% | — | May 2011 | LPDIX vs LIVIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 77 | 11.90% | — | Dec 1991 | LPDIX vs FASGX | |
| BlackRock Enhanced Equity Dividend Fund | Derivative Income | 28 | 1.80% | — | Aug 2005 | LPDIX vs BDJ | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 64 | 11.89% | — | Jul 2010 | LPDIX vs ASFYX | |
| BlackRock Technology Opportunities Fund Investor A | Technology Equities | 69 | 43.67% | — | Apr 2000 | LPDIX vs BGSAX | |
| Fidelity Asset Manager 40% Fund | Diversified Portfolio | 79 | 7.45% | — | Oct 2007 | LPDIX vs FFANX | |
| Fidelity Asset Manager 85% Fund | Diversified Portfolio | 77 | 14.17% | — | Sep 1999 | LPDIX vs FAMRX |
Often Compared With LPDIX
Investors most often compare LPDIX with FHTEX, FHKEX, DRIRX. 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