BlackRock LifePath Dynamic 2045 Fund (LPHIX) Alternatives
BlackRock LifePath Dynamic 2045 Fund (LPHIX) 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 LPHIX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to LPHIX
LPHIX charges 0.47% annually. Among mutual funds in the Target Retirement Date category, these options have the lowest expense ratios among LPHIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Principal LifeTime 2035 Fund | 0.01% | Feb 28, 2008 | LPHIX vs LTIUX | |
| Principal LifeTime 2030 Fund | 0.01% | Feb 28, 2001 | LPHIX vs PMTIX | |
| John Hancock Funds Multi-Index 2055 Lifetime Portf... | 0.01% | Mar 25, 2014 | LPHIX vs JLKYX | |
| Principal LifeTime 2045 Fund | 0.01% | Feb 28, 2008 | LPHIX vs LTRIX | |
| American Funds 2065 Target Date Retirement Fund | 0.01% | Mar 26, 2020 | LPHIX vs FCQTX |
Best Risk-Adjusted Alternatives to LPHIX
Among mutual funds in the Target Retirement Date category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| USAA Target Retirement Income Fund | 86 | Jul 30, 2008 | LPHIX vs URINX | |
| Putnam Retirement Advantage Maturity Fund | 86 | Dec 30, 2019 | LPHIX vs PADLX | |
| Fidelity Freedom Income Fund Class K6 | 84 | Oct 17, 1996 | LPHIX vs FYTKX | |
| State Street Target Retirement Fund | 84 | Sep 29, 2014 | LPHIX vs SSFNX | |
| Fidelity Managed Retirement Income Fund Class K6 | 84 | Aug 1, 2019 | LPHIX vs FRHMX |
Top Performing LPHIX Alternatives (YTD)
LPHIX alternatives from the Target Retirement Date category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Prudential Day One Income Fund | 0.08% | Dec 12, 2016 | LPHIX vs PDAHX | |
| State Street Target Retirement Fund | -0.35% | Sep 29, 2014 | LPHIX vs SSFNX | |
| Dimensional Retirement Income Fund | -0.37% | Nov 1, 2015 | LPHIX vs TDIFX | |
| Prudential Day One 2020 Fund | -0.38% | Dec 12, 2016 | LPHIX vs PDDDX | |
| Fidelity Freedom Income Fund Class K6 | -0.40% | Oct 17, 1996 | LPHIX vs FYTKX |
Lowest Volatility Alternatives to LPHIX
LPHIX alternatives from the Target Retirement Date category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Dimensional Retirement Income Fund | 4.31% | Nov 1, 2015 | LPHIX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.34% | Oct 2, 2009 | LPHIX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.35% | Oct 2, 2009 | LPHIX vs FFGZX | |
| Fidelity Managed Retirement Income Fund Class K | 4.58% | Aug 1, 2019 | LPHIX vs FRKMX | |
| Fidelity Managed Retirement Income Fund | 4.59% | Aug 30, 2007 | LPHIX vs FIRMX |
Lowest Drawdown Alternatives to LPHIX
LPHIX alternatives from the Target Retirement Date category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Dimensional Retirement Income Fund | -2.84% | Nov 1, 2015 | LPHIX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | -3.32% | Oct 2, 2009 | LPHIX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | Oct 2, 2009 | LPHIX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | -3.41% | Aug 1, 2019 | LPHIX vs FRQHX | |
| Fidelity Managed Retirement Income Fund Class K6 | -3.42% | Aug 1, 2019 | LPHIX vs FRHMX |
Other Mutual Funds from BlackRock
Most popular BlackRock mutual funds on PortfoliosLab, across asset classes.
Often Compared With LPHIX
What investors most often compare with LPHIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF | S&P 500 | 65 | -4.42% | Sep 7, 2010 | LPHIX vs VOO | |
| Vanguard Target Retirement 2045 Fund | Target Retirement Date, Diversified Portfolio | 70 | -3.63% | Oct 27, 2003 | LPHIX vs VTIVX | |
| Principal LifeTime 2050 Fund | Target Retirement Date | 39 | -5.09% | Feb 28, 2001 | LPHIX vs PPLIX |
Compare LPHIX with Any Fund or Stock
Compare LPHIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.