BlackRock LifePath Dynamic 2055 Fund (LPVIX) 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 LPVIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to LPVIX
LPVIX charges 0.50% annually. There are 428 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 2055 Fund | 0.01% | — | Feb 2008 | LPVIX vs LTFIX | |
| Principal LifeTime 2045 Fund | 0.01% | — | Feb 2008 | LPVIX vs LTRIX | |
| Principal LifeTime 2025 Fund | 0.01% | — | Feb 2008 | LPVIX vs LTSTX | |
| Principal LifeTime 2050 Fund | 0.01% | — | Feb 2001 | LPVIX vs PPLIX | |
| Principal LifeTime 2020 Fund | 0.01% | — | Feb 2001 | LPVIX vs PLWIX |
Best Risk-Adjusted Alternatives to LPVIX
LPVIX has a PortfoliosLab risk / return rank of 60. There are 426 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 | LPVIX vs SSFNX | |
| USAA Target Retirement Income Fund | 85 | — | Jul 2008 | LPVIX vs URINX | |
| Prudential Day One Income Fund | 85 | — | Dec 2016 | LPVIX vs PDAHX | |
| Putnam Retirement Advantage Maturity Fund | 84 | — | Dec 2019 | LPVIX vs PADLX | |
| USAA Target Retirement 2030 Fund | 84 | — | Jul 2008 | LPVIX vs URTRX |
Top Performing LPVIX Alternatives (YTD)
LPVIX is at 12.02% YTD. There are 25 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 | LPVIX vs URSIX | |
| USAA Target Retirement 2050 Fund | 13.05% | — | Jul 2008 | LPVIX vs URFFX | |
| Fidelity Flex Freedom Blend 2060 Fund | 12.35% | — | Jun 2017 | LPVIX vs FWLSX | |
| Fidelity Flex Freedom Blend 2065 Fund | 12.26% | — | Jun 2019 | LPVIX vs FDFPX | |
| Fidelity Flex Freedom Blend 2055 Fund | 12.26% | — | Jun 2017 | LPVIX vs FQLSX |
Lowest Volatility Alternatives to LPVIX
LPVIX has 15.57% 1-year volatility. There are 645 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 | LPVIX vs TDIFX | |
| Fidelity Freedom Index Retirement Fund Investor Cl... | 4.44% | — | Oct 2009 | LPVIX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.47% | — | Oct 2009 | LPVIX vs FFGZX | |
| MFS Lifetime Income Fund | 4.51% | — | Sep 2005 | LPVIX vs MLLIX | |
| Dimensional 2015 Target Date Retirement Income Fun... | 4.52% | — | Nov 2015 | LPVIX vs DRIQX |
Lowest Drawdown Alternatives to LPVIX
LPVIX has a 1-year max drawdown of -9.91%. There are 634 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 | LPVIX vs TDIFX | |
| Fidelity Freedom Index Retirement Fund Investor Cl... | -3.32% | — | Oct 2009 | LPVIX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | LPVIX vs FFGZX | |
| Dimensional 2015 Target Date Retirement Income Fun... | -3.47% | — | Nov 2015 | LPVIX vs DRIQX | |
| Putnam RetirementReady Maturity Fund | -3.50% | — | Oct 2004 | LPVIX vs PRMYX |
Other Mutual Funds from BlackRock
The 10 most viewed BlackRock mutual funds shown here include ECAT, WFSPX, BDMIX and span 10 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| BlackRock ESG Capital Allocation Term Trust | Tactical Allocation, Derivative Income, ESG | 29 | 10.45% | — | Sep 2021 | LPVIX vs ECAT | |
| iShares S&P 500 Index Fund Class K | S&P 500 | 63 | 9.34% | — | Jul 1993 | LPVIX vs WFSPX | |
| BlackRock Global Equity Market Neutral Fund Class ... | Equity Market Neutral | 97 | 12.04% | — | Dec 2012 | LPVIX vs BDMIX | |
| BlackRock LifePath Index 2055 Fund - Institutional... | Target Retirement Date | 70 | 11.03% | — | May 2011 | LPVIX vs LIVIX | |
| BlackRock Enhanced Equity Dividend Trust | Derivative Income | 64 | 8.08% | — | Aug 2005 | LPVIX vs BDJ | |
| BlackRock Technology Opportunities Fund Investor A | Technology Equities | 30 | 22.08% | — | May 2000 | LPVIX vs BGSAX | |
| BlackRock Global Equity Market Neutral Fund Invest... | Equity Market Neutral | 97 | 11.82% | — | Dec 2012 | LPVIX vs BDMAX | |
| BlackRock Equity Dividend Fund | Large Cap Value Equities | 87 | 15.65% | — | Nov 1988 | LPVIX vs MADVX | |
| BlackRock Strategic Income Opportunities Fund Clas... | Total Bond Market | 64 | 1.03% | — | Feb 2008 | LPVIX vs BSIIX | |
| BlackRock High Yield K | High Yield Bonds | 78 | 1.22% | — | Jan 2001 | LPVIX vs BRHYX |
Often Compared With LPVIX
Investors most often compare LPVIX with BIAPX, VOO, VFFVX. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare LPVIX with Any Fund or Stock
Compare LPVIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair LPVIX with funds that move differently
BlackRock LifePath Dynamic 2055 Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to LPVIX.
Explore LPVIX Diversifiers