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 2040 Fund | 0.01% | — | Feb 2001 | STLAX vs PTDIX | |
| American Funds 2065 Target Date Retirement Fund | 0.01% | — | Mar 2020 | STLAX vs FCQTX | |
| Principal LifeTime 2055 Fund | 0.01% | — | Feb 2008 | STLAX vs LTFIX | |
| Principal LifeTime 2060 Fund | 0.01% | — | Feb 2013 | STLAX vs PLTZX | |
| Principal LifeTime 2035 Fund | 0.01% | — | Feb 2008 | STLAX vs LTIUX |
Best Risk-Adjusted Alternatives to STLAX
STLAX has a PortfoliosLab risk / return rank of 51. There are 555 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 | |
|---|---|---|---|---|---|
| Fidelity Managed Retirement 2020 Fund | 86 | — | Dec 2007 | STLAX vs FIRVX | |
| Fidelity Managed Retirement Income Fund Class K | 86 | — | Aug 2019 | STLAX vs FRKMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 85 | — | Aug 2019 | STLAX vs FRHMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 85 | — | Aug 2007 | STLAX vs FRAMX | |
| Putnam Retirement Advantage Maturity Fund | 85 | — | Dec 2019 | STLAX vs PADLX |
Top Performing STLAX Alternatives (YTD)
STLAX is at 5.27% YTD. There are 530 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 | STLAX vs FRKMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 1,644,791.35% | — | Aug 2007 | STLAX vs FRAMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 1,464,383.96% | — | Aug 2019 | STLAX vs FRHMX | |
| Fidelity Managed Retirement 2020 Fund | 1,440,933.92% | — | Dec 2007 | STLAX vs FIRVX | |
| Fidelity Freedom 2055 Fund Class K6 | 13.50% | — | Jun 2011 | STLAX vs FCTKX |
Lowest Volatility Alternatives to STLAX
STLAX has 7.09% 1-year volatility. There are 166 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.49%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.49% | — | Nov 2015 | STLAX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.31% | — | Oct 2009 | STLAX vs FIKFX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 4.32% | — | Aug 2007 | STLAX vs FRIMX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.32% | — | Aug 2007 | STLAX vs FRQIX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.33% | — | Oct 2009 | STLAX vs FFGZX |
Lowest Drawdown Alternatives to STLAX
STLAX has a 1-year max drawdown of -4.70%. There are 112 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 Income Fund Class K | -3.42% | — | Aug 2019 | STLAX vs FRKMX |
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 | 14.52% | — | Sep 2021 | STLAX vs ECAT | |
| iShares S&P 500 Index Fund Class K | S&P 500 | 60 | 9.95% | — | Jul 1993 | STLAX vs WFSPX | |
| BlackRock Global Long/Short Equity Fund Class I | Long-Short | 94 | 10.22% | — | Dec 2012 | STLAX vs BDMIX | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 61 | 11.62% | — | May 2011 | STLAX vs LIVIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 71 | 11.03% | — | Dec 1991 | STLAX vs FASGX | |
| BlackRock Enhanced Equity Dividend Fund | Derivative Income | 37 | 5.97% | — | Aug 2005 | STLAX vs BDJ | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 46 | 8.40% | — | Jul 2010 | STLAX vs ASFYX | |
| BlackRock Technology Opportunities Fund Investor A | Technology Equities | 46 | 31.72% | — | Apr 2000 | STLAX vs BGSAX | |
| Fidelity Asset Manager 40% Fund | Diversified Portfolio | 75 | 7.09% | — | Oct 2007 | STLAX vs FFANX | |
| Fidelity Asset Manager 85% Fund | Diversified Portfolio | 70 | 13.08% | — | Sep 1999 | STLAX vs FAMRX |
Often Compared With STLAX
Investors most often compare STLAX with SDIV, FFFAX, FFFCX. These 20 comparison targets span 8 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