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 426 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 | LPVIX vs LTRIX | |
| Principal LifeTime 2030 Fund | 0.01% | — | Feb 2001 | LPVIX vs PMTIX | |
| Principal LifeTime 2035 Fund | 0.01% | — | Feb 2008 | LPVIX vs LTIUX | |
| Principal LifeTime 2040 Fund | 0.01% | — | Feb 2001 | LPVIX vs PTDIX | |
| American Funds 2065 Target Date Retirement Fund | 0.01% | — | Mar 2020 | LPVIX vs FCQTX |
Best Risk-Adjusted Alternatives to LPVIX
LPVIX has a PortfoliosLab risk / return rank of 58. There are 541 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 | LPVIX vs PADLX | |
| State Street Target Retirement Fund | 88 | — | Sep 2014 | LPVIX vs SSFNX | |
| Dimensional 2065 Target Date Retirement Income Fun... | 86 | — | Jan 2020 | LPVIX vs DTDRX | |
| Dimensional 2060 Target Date Retirement Income Fun... | 86 | — | Nov 2015 | LPVIX vs DRILX | |
| Prudential Day One Income Fund | 86 | — | Dec 2016 | LPVIX vs PDAHX |
Top Performing LPVIX Alternatives (YTD)
LPVIX is at 13.41% YTD. There are 10 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 13.98%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Freedom 2060 Fund Class K6 | 13.98% | — | Aug 2014 | LPVIX vs FVTKX | |
| Fidelity Freedom 2055 Fund Class K6 | 13.94% | — | Jun 2011 | LPVIX vs FCTKX | |
| Fidelity Freedom 2060 Fund | 13.87% | — | Aug 2014 | LPVIX vs FDKVX | |
| Fidelity Freedom 2055 Fund Class K | 13.86% | — | Jul 2017 | LPVIX vs FNSDX | |
| Fidelity Freedom 2065 Fund | 13.84% | — | Jun 2019 | LPVIX vs FFSFX |
Lowest Volatility Alternatives to LPVIX
LPVIX has 14.18% 1-year volatility. There are 668 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 | LPVIX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | 3.98% | — | Oct 2009 | LPVIX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.02% | — | Oct 2009 | LPVIX vs FFGZX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 4.15% | — | Aug 2007 | LPVIX vs FRIMX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.15% | — | Aug 2007 | LPVIX vs FRQIX |
Lowest Drawdown Alternatives to LPVIX
LPVIX has a 1-year max drawdown of -9.91%. There are 657 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 Income Fund Investor Class | -3.32% | — | Oct 2009 | LPVIX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | LPVIX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | -3.41% | — | Aug 2019 | LPVIX vs FRQHX | |
| Fidelity Managed Retirement Income Fund Class K6 | -3.42% | — | Aug 2019 | LPVIX vs FRHMX |
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 | 75 | 21.38% | — | Jan 2000 | LPVIX vs NASDX | |
| Vanguard Financials Index Fund Admiral Shares | Financials Equities | 4 | -5.08% | 13.70B | Feb 2004 | LPVIX vs VFAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | Diversified Portfolio | 81 | 6.03% | 11.90B | Sep 1994 | LPVIX vs VTMFX | |
| Vanguard Tax-Managed Capital Appreciation Fund Adm... | Large Cap Blend Equities | 70 | 11.31% | 28.60B | Sep 1994 | LPVIX vs VTCLX | |
| iShares S&P 500 Index Fund | S&P 500 | 73 | 11.69% | — | Jul 1993 | LPVIX vs WFSPX | |
| BlackRock ESG Capital Allocation Term Trust | Derivative Income, ESG | 28 | 11.23% | — | Sep 2021 | LPVIX vs ECAT | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 69 | 13.10% | — | May 2011 | LPVIX vs LIVIX | |
| BlackRock Global Long/Short Equity Fund Class I | Long-Short | 92 | 12.48% | — | Dec 2012 | LPVIX vs BDMIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 77 | 11.93% | — | Dec 1991 | LPVIX vs FASGX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 67 | 15.25% | — | Jul 2010 | LPVIX vs ASFYX |
Often Compared With LPVIX
Investors most often compare LPVIX with BIAPX, VOO, VFFVX. These 20 comparison targets span 4 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