BlackRock LifePath Dynamic 2035 Fund (LPJIX) 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 LPJIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to LPJIX
LPJIX charges 0.48% annually. There are 396 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 2040 Fund | 0.01% | — | Feb 2001 | LPJIX vs PTDIX | |
| Principal LifeTime 2035 Fund | 0.01% | — | Feb 2008 | LPJIX vs LTIUX | |
| Principal LifeTime 2060 Fund | 0.01% | — | Feb 2013 | LPJIX vs PLTZX | |
| Principal LifeTime 2045 Fund | 0.01% | — | Feb 2008 | LPJIX vs LTRIX | |
| Principal LifeTime 2020 Fund | 0.01% | — | Feb 2001 | LPJIX vs PLWIX |
Best Risk-Adjusted Alternatives to LPJIX
LPJIX has a PortfoliosLab risk / return rank of 56. There are 475 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 | |
|---|---|---|---|---|---|
| Putnam Retirement Advantage Maturity Fund | 86 | — | Dec 2019 | LPJIX vs PADLX | |
| Fidelity Managed Retirement 2020 Fund | 86 | — | Dec 2007 | LPJIX vs FIRVX | |
| Fidelity Managed Retirement Income Fund Class K | 86 | — | Aug 2019 | LPJIX vs FRKMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 86 | — | Aug 2019 | LPJIX vs FRHMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 85 | — | Aug 2007 | LPJIX vs FRAMX |
Top Performing LPJIX Alternatives (YTD)
LPJIX is at 8.46% YTD. There are 372 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 | LPJIX vs FRKMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 1,644,791.35% | — | Aug 2007 | LPJIX vs FRAMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 1,464,383.96% | — | Aug 2019 | LPJIX vs FRHMX | |
| Fidelity Managed Retirement 2020 Fund | 1,440,933.92% | — | Dec 2007 | LPJIX vs FIRVX | |
| Fidelity Flex Freedom Blend 2060 Fund | 14.17% | — | Jun 2017 | LPJIX vs FWLSX |
Lowest Volatility Alternatives to LPJIX
LPJIX has 10.05% 1-year volatility. There are 308 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.50%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.50% | — | Nov 2015 | LPJIX vs TDIFX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 4.32% | — | Aug 2007 | LPJIX vs FRIMX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.32% | — | Aug 2007 | LPJIX vs FRQIX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.33% | — | Aug 2007 | LPJIX vs FRQAX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.35% | — | Oct 2009 | LPJIX vs FIKFX |
Lowest Drawdown Alternatives to LPJIX
LPJIX has a 1-year max drawdown of -6.64%. There are 256 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 | LPJIX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | -3.32% | — | Oct 2009 | LPJIX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | LPJIX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | -3.41% | — | Aug 2019 | LPJIX vs FRQHX | |
| Fidelity Managed Retirement Income Fund Class K6 | -3.42% | — | Aug 2019 | LPJIX vs FRHMX |
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 | 39 | 15.10% | — | Sep 2021 | LPJIX vs ECAT | |
| iShares S&P 500 Index Fund Class K | S&P 500 | 65 | 11.33% | — | Jul 1993 | LPJIX vs WFSPX | |
| BlackRock Global Equity Market Neutral Fund Class ... | Equity Market Neutral | 96 | 11.25% | — | Dec 2012 | LPJIX vs BDMIX | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 64 | 12.43% | — | May 2011 | LPJIX vs LIVIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 73 | 11.70% | — | Dec 1991 | LPJIX vs FASGX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 51 | 9.56% | — | Jul 2010 | LPJIX vs ASFYX | |
| BlackRock Enhanced Equity Dividend Fund | Derivative Income | 41 | 5.97% | — | Aug 2005 | LPJIX vs BDJ | |
| BlackRock Technology Opportunities Fund Investor A | Technology Equities | 50 | 34.57% | — | Apr 2000 | LPJIX vs BGSAX | |
| Fidelity Asset Manager 40% Fund | Diversified Portfolio | 72 | 6.74% | — | Oct 2007 | LPJIX vs FFANX | |
| Fidelity Asset Manager 85% Fund | Diversified Portfolio | 72 | 13.91% | — | Sep 1999 | LPJIX vs FAMRX |
Often Compared With LPJIX
Investors most often compare LPJIX with AOA, VDADX, ^GSPC. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare LPJIX with Any Fund or Stock
Compare LPJIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair LPJIX with funds that move differently
BlackRock LifePath Dynamic 2035 Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to LPJIX.
Explore LPJIX Diversifiers