BlackRock LifePath Dynamic 2030 Fund (STLDX) 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 STLDX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to STLDX
STLDX charges 0.49% annually. There are 405 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 | STLDX vs LTFIX | |
| Principal LifeTime 2030 Fund | 0.01% | — | Feb 2001 | STLDX vs PMTIX | |
| Principal LifeTime 2045 Fund | 0.01% | — | Feb 2008 | STLDX vs LTRIX | |
| John Hancock Funds Multi-Index 2045 Lifetime Portf... | 0.01% | — | Nov 2013 | STLDX vs JRLVX | |
| John Hancock Funds Multi-Index 2055 Lifetime Portf... | 0.01% | — | Mar 2014 | STLDX vs JLKYX |
Best Risk-Adjusted Alternatives to STLDX
STLDX has a PortfoliosLab risk / return rank of 50. There are 570 mutual funds in the Target Retirement Date category with higher risk-adjusted ranks, going as high as 85.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Putnam Retirement Advantage Maturity Fund | 85 | — | Dec 2019 | STLDX vs PADLX | |
| Fidelity Managed Retirement 2020 Fund | 85 | — | Dec 2007 | STLDX vs FIRVX | |
| Fidelity Managed Retirement Income Fund Class K | 85 | — | Aug 2019 | STLDX vs FRKMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 85 | — | Aug 2019 | STLDX vs FRHMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 85 | — | Aug 2007 | STLDX vs FRAMX |
Top Performing STLDX Alternatives (YTD)
STLDX is at 5.75% YTD. There are 461 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 | STLDX vs FRKMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 1,644,791.35% | — | Aug 2007 | STLDX vs FRAMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 1,464,383.96% | — | Aug 2019 | STLDX vs FRHMX | |
| Fidelity Managed Retirement 2020 Fund | 1,440,933.92% | — | Dec 2007 | STLDX vs FIRVX | |
| Fidelity Freedom 2065 Fund Class K6 | 12.32% | — | Jun 2019 | STLDX vs FFSZX |
Lowest Volatility Alternatives to STLDX
STLDX has 8.51% 1-year volatility. There are 232 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.59%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.59% | — | Nov 2015 | STLDX vs TDIFX | |
| MFS Lifetime 2025 Fund | 4.18% | — | Nov 2012 | STLDX vs LTTIX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.32% | — | Oct 2009 | STLDX vs FIKFX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.34% | — | Aug 2007 | STLDX vs FRQAX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.34% | — | Oct 2009 | STLDX vs FFGZX |
Lowest Drawdown Alternatives to STLDX
STLDX has a 1-year max drawdown of -5.60%. There are 195 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 | STLDX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | -3.32% | — | Oct 2009 | STLDX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | STLDX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | -3.41% | — | Aug 2019 | STLDX vs FRQHX | |
| Fidelity Managed Retirement Income Fund Class K | -3.42% | — | Aug 2019 | STLDX 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 | 35 | 11.91% | — | Sep 2021 | STLDX vs ECAT | |
| iShares S&P 500 Index Fund Class K | S&P 500 | 55 | 8.09% | — | Jul 1993 | STLDX vs WFSPX | |
| BlackRock Global Long/Short Equity Fund Class I | Long-Short | 94 | 11.04% | — | Dec 2012 | STLDX vs BDMIX | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 57 | 10.22% | — | May 2011 | STLDX vs LIVIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 68 | 10.20% | — | Dec 1991 | STLDX vs FASGX | |
| BlackRock Enhanced Equity Dividend Fund | Derivative Income | 33 | 3.44% | — | Aug 2005 | STLDX vs BDJ | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 50 | 8.40% | — | Jul 2010 | STLDX vs ASFYX | |
| BlackRock Technology Opportunities Fund Investor A | Technology Equities | 54 | 35.79% | — | Apr 2000 | STLDX vs BGSAX | |
| Fidelity Asset Manager 40% Fund | Diversified Portfolio | 74 | 6.66% | — | Oct 2007 | STLDX vs FFANX | |
| Fidelity Asset Manager 85% Fund | Diversified Portfolio | 67 | 11.96% | — | Sep 1999 | STLDX vs FAMRX |
Often Compared With STLDX
Investors most often compare STLDX with QQQ, VOO, SPY. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare STLDX with Any Fund or Stock
Compare STLDX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair STLDX with funds that move differently
BlackRock LifePath Dynamic 2030 Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to STLDX.
Explore STLDX Diversifiers