BlackRock LifePath Dynamic 2065 Fund (LPWRX) 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 LPWRX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to LPWRX
LPWRX charges 0.93% annually. There are 580 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 2060 Fund | 0.01% | — | Feb 2013 | LPWRX vs PLTZX | |
| Principal LifeTime 2020 Fund | 0.01% | — | Feb 2001 | LPWRX vs PLWIX | |
| Principal LifeTime 2035 Fund | 0.01% | — | Feb 2008 | LPWRX vs LTIUX | |
| Principal LifeTime 2030 Fund | 0.01% | — | Feb 2001 | LPWRX vs PMTIX | |
| American Funds 2065 Target Date Retirement Fund | 0.01% | — | Mar 2020 | LPWRX vs FCQTX |
Best Risk-Adjusted Alternatives to LPWRX
LPWRX 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 | |
|---|---|---|---|---|---|
| State Street Target Retirement Fund | 86 | — | Sep 2014 | LPWRX vs SSFNX | |
| USAA Target Retirement Income Fund | 85 | — | Jul 2008 | LPWRX vs URINX | |
| Prudential Day One Income Fund | 85 | — | Dec 2016 | LPWRX vs PDAHX | |
| Putnam Retirement Advantage Maturity Fund | 84 | — | Dec 2019 | LPWRX vs PADLX | |
| USAA Target Retirement 2030 Fund | 84 | — | Jul 2008 | LPWRX vs URTRX |
Top Performing LPWRX Alternatives (YTD)
LPWRX is at 11.74% YTD. There are 52 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 | LPWRX vs URSIX | |
| USAA Target Retirement 2050 Fund | 13.05% | — | Jul 2008 | LPWRX vs URFFX | |
| Fidelity Flex Freedom Blend 2060 Fund | 12.35% | — | Jun 2017 | LPWRX vs FWLSX | |
| Fidelity Flex Freedom Blend 2055 Fund | 12.26% | — | Jun 2017 | LPWRX vs FQLSX | |
| Fidelity Flex Freedom Blend 2065 Fund | 12.26% | — | Jun 2019 | LPWRX vs FDFPX |
Lowest Volatility Alternatives to LPWRX
LPWRX has 15.69% 1-year volatility. There are 648 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 | LPWRX vs TDIFX | |
| Fidelity Freedom Index Retirement Fund Investor Cl... | 4.44% | — | Oct 2009 | LPWRX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.47% | — | Oct 2009 | LPWRX vs FFGZX | |
| MFS Lifetime Income Fund | 4.51% | — | Sep 2005 | LPWRX vs MLLIX | |
| Dimensional 2015 Target Date Retirement Income Fun... | 4.52% | — | Nov 2015 | LPWRX vs DRIQX |
Lowest Drawdown Alternatives to LPWRX
LPWRX has a 1-year max drawdown of -10.07%. There are 646 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 | LPWRX vs TDIFX | |
| Fidelity Freedom Index Retirement Fund Investor Cl... | -3.32% | — | Oct 2009 | LPWRX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | LPWRX vs FFGZX | |
| Dimensional 2015 Target Date Retirement Income Fun... | -3.47% | — | Nov 2015 | LPWRX vs DRIQX | |
| Putnam RetirementReady Maturity Fund | -3.50% | — | Oct 2004 | LPWRX vs PRMYX |
Other Mutual Funds from BlackRock
The 10 most viewed BlackRock mutual funds shown here include ECAT, WFSPX, BDMIX and span 10 categories. AUM among these funds goes as high as $12B.
Often Compared With LPWRX
Investors most often compare LPWRX with FFSFX, PDEJX, JIEHX. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare LPWRX with Any Fund or Stock
Compare LPWRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair LPWRX with funds that move differently
BlackRock LifePath Dynamic 2065 Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to LPWRX.
Explore LPWRX Diversifiers