BlackRock LifePath Dynamic Retirement Fund (STLAX) 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 STLAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to STLAX
STLAX charges 0.51% annually. There are 442 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 | STLAX vs LTFIX | |
| American Funds 2065 Target Date Retirement Fund | 0.01% | — | Mar 2020 | STLAX vs FCQTX | |
| Principal LifeTime 2050 Fund | 0.01% | — | Feb 2001 | STLAX vs PPLIX | |
| John Hancock Funds Multi-Index 2045 Lifetime Portf... | 0.01% | — | Nov 2013 | STLAX vs JRLVX | |
| Principal LifeTime 2030 Fund | 0.01% | — | Feb 2001 | STLAX vs PMTIX |
Best Risk-Adjusted Alternatives to STLAX
STLAX has a PortfoliosLab risk / return rank of 57. There are 529 mutual funds in the Target Retirement Date category with higher risk-adjusted ranks, going as high as 87.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Putnam Retirement Advantage Maturity Fund | 87 | — | Dec 2019 | STLAX vs PADLX | |
| State Street Target Retirement Fund | 86 | — | Sep 2014 | STLAX vs SSFNX | |
| State Street Target Retirement 2025 Fund | 84 | — | Sep 2014 | STLAX vs SSBRX | |
| Prudential Day One Income Fund | 84 | — | Dec 2016 | STLAX vs PDAHX | |
| Dimensional 2065 Target Date Retirement Income Fun... | 83 | — | Jan 2020 | STLAX vs DTDRX |
Top Performing STLAX Alternatives (YTD)
STLAX is at 5.88% YTD. There are 515 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 13.90%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Flex Freedom Blend 2060 Fund | 13.90% | — | Jun 2017 | STLAX vs FWLSX | |
| Fidelity Freedom 2060 Fund Class K6 | 13.86% | — | Aug 2014 | STLAX vs FVTKX | |
| Fidelity Flex Freedom Blend 2065 Fund | 13.85% | — | Jun 2019 | STLAX vs FDFPX | |
| Fidelity Freedom 2055 Fund Class K6 | 13.83% | — | Jun 2011 | STLAX vs FCTKX | |
| Fidelity Freedom 2065 Fund Class K6 | 13.82% | — | Jun 2019 | STLAX vs FFSZX |
Lowest Volatility Alternatives to STLAX
STLAX has 6.71% 1-year volatility. There are 172 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.33%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.33% | — | Nov 2015 | STLAX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.00% | — | Oct 2009 | STLAX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.02% | — | Oct 2009 | STLAX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | 4.15% | — | Aug 2019 | STLAX vs FRQHX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 4.16% | — | Aug 2007 | STLAX vs FRIMX |
Lowest Drawdown Alternatives to STLAX
STLAX has a 1-year max drawdown of -4.70%. There are 113 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 | STLAX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | -3.32% | — | Oct 2009 | STLAX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | STLAX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | -3.41% | — | Aug 2019 | STLAX vs FRQHX | |
| Fidelity Managed Retirement 2010 Fund Class K | -3.42% | — | Aug 2019 | STLAX vs FRQKX |
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 | 72 | 20.41% | — | Jan 2000 | STLAX vs NASDX | |
| Vanguard Financials Index Fund Admiral Shares | Financials Equities | 6 | -3.87% | 13.70B | Feb 2004 | STLAX vs VFAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | Diversified Portfolio | 80 | 5.93% | 11.90B | Sep 1994 | STLAX vs VTMFX | |
| Vanguard Tax-Managed Capital Appreciation Fund Adm... | Large Cap Blend Equities | 69 | 11.03% | 28.60B | Sep 1994 | STLAX vs VTCLX | |
| iShares S&P 500 Index Fund | S&P 500 | 73 | 11.33% | — | Jul 1993 | STLAX vs WFSPX | |
| BlackRock ESG Capital Allocation Term Trust | Derivative Income, ESG | 24 | 9.37% | — | Sep 2021 | STLAX vs ECAT | |
| BlackRock Global Long/Short Equity Fund Class I | Long-Short | 93 | 13.24% | — | Dec 2012 | STLAX vs BDMIX | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 67 | 12.57% | — | May 2011 | STLAX vs LIVIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 75 | 11.53% | — | Dec 1991 | STLAX vs FASGX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 68 | 14.34% | — | Jul 2010 | STLAX vs ASFYX |
Often Compared With STLAX
Investors most often compare STLAX with SDIV, LTIUX, BDJ. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare STLAX with Any Fund or Stock
Compare STLAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair STLAX with funds that move differently
BlackRock LifePath Dynamic Retirement Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to STLAX.
Explore STLAX Diversifiers