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 444 mutual funds in the Target Retirement Date category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| American Funds 2065 Target Date Retirement Fund | 0.01% | — | Mar 2020 | STLAX vs FCQTX | |
| Principal LifeTime 2045 Fund | 0.01% | — | Feb 2008 | STLAX vs LTRIX | |
| Principal LifeTime 2030 Fund | 0.01% | — | Feb 2001 | STLAX vs PMTIX | |
| Principal LifeTime 2060 Fund | 0.01% | — | Feb 2013 | STLAX vs PLTZX | |
| Principal LifeTime 2050 Fund | 0.01% | — | Feb 2001 | STLAX vs PPLIX |
Best Risk-Adjusted Alternatives to STLAX
STLAX has a PortfoliosLab risk / return rank of 60. There are 427 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 | STLAX vs SSFNX | |
| USAA Target Retirement Income Fund | 85 | — | Jul 2008 | STLAX vs URINX | |
| Prudential Day One Income Fund | 85 | — | Dec 2016 | STLAX vs PDAHX | |
| Putnam Retirement Advantage Maturity Fund | 84 | — | Dec 2019 | STLAX vs PADLX | |
| USAA Target Retirement 2030 Fund | 84 | — | Jul 2008 | STLAX vs URTRX |
Top Performing STLAX Alternatives (YTD)
STLAX is at 5.28% YTD. There are 494 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 | STLAX vs URSIX | |
| USAA Target Retirement 2050 Fund | 13.05% | — | Jul 2008 | STLAX vs URFFX | |
| Fidelity Flex Freedom Blend 2060 Fund | 12.35% | — | Jun 2017 | STLAX vs FWLSX | |
| Fidelity Flex Freedom Blend 2065 Fund | 12.26% | — | Jun 2019 | STLAX vs FDFPX | |
| Fidelity Flex Freedom Blend 2055 Fund | 12.26% | — | Jun 2017 | STLAX vs FQLSX |
Lowest Volatility Alternatives to STLAX
STLAX has 7.30% 1-year volatility. There are 148 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 | STLAX vs TDIFX | |
| Fidelity Freedom Index Retirement Fund Investor Cl... | 4.44% | — | Oct 2009 | STLAX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.47% | — | Oct 2009 | STLAX vs FFGZX | |
| MFS Lifetime Income Fund | 4.51% | — | Sep 2005 | STLAX vs MLLIX | |
| Dimensional 2015 Target Date Retirement Income Fun... | 4.52% | — | Nov 2015 | STLAX vs DRIQX |
Lowest Drawdown Alternatives to STLAX
STLAX has a 1-year max drawdown of -4.70%. There are 93 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 Retirement Fund Investor Cl... | -3.32% | — | Oct 2009 | STLAX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | STLAX vs FFGZX | |
| Dimensional 2015 Target Date Retirement Income Fun... | -3.47% | — | Nov 2015 | STLAX vs DRIQX | |
| Putnam RetirementReady Maturity Fund | -3.50% | — | Oct 2004 | STLAX 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 STLAX
Investors most often compare STLAX with SDIV, ASFYX, LTIUX. These 20 comparison targets span 9 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