BlackRock LifePath Dynamic 2050 Fund (STLFX) 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 STLFX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to STLFX
STLFX 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 | |
|---|---|---|---|---|---|
| John Hancock Funds Multi-Index 2055 Lifetime Portf... | 0.01% | — | Mar 2014 | STLFX vs JLKYX | |
| Principal LifeTime 2055 Fund | 0.01% | — | Feb 2008 | STLFX vs LTFIX | |
| Principal LifeTime 2035 Fund | 0.01% | — | Feb 2008 | STLFX vs LTIUX | |
| Principal LifeTime 2030 Fund | 0.01% | — | Feb 2001 | STLFX vs PMTIX | |
| Principal LifeTime 2045 Fund | 0.01% | — | Feb 2008 | STLFX vs LTRIX |
Best Risk-Adjusted Alternatives to STLFX
STLFX has a PortfoliosLab risk / return rank of 50. There are 545 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 | |
|---|---|---|---|---|---|
| Fidelity Managed Retirement 2020 Fund | 85 | — | Dec 2007 | STLFX vs FIRVX | |
| Putnam Retirement Advantage Maturity Fund | 85 | — | Dec 2019 | STLFX vs PADLX | |
| Fidelity Managed Retirement Income Fund Class K | 84 | — | Aug 2019 | STLFX vs FRKMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 84 | — | Aug 2007 | STLFX vs FRAMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 84 | — | Aug 2019 | STLFX vs FRHMX |
Top Performing STLFX Alternatives (YTD)
STLFX is at 9.99% YTD. There are 141 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 | STLFX vs FRKMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 1,644,791.35% | — | Aug 2007 | STLFX vs FRAMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 1,464,383.96% | — | Aug 2019 | STLFX vs FRHMX | |
| Fidelity Managed Retirement 2020 Fund | 1,440,933.92% | — | Dec 2007 | STLFX vs FIRVX | |
| Fidelity Freedom 2065 Fund Class K6 | 12.19% | — | Jun 2019 | STLFX vs FFSZX |
Lowest Volatility Alternatives to STLFX
STLFX has 14.34% 1-year volatility. There are 660 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 | STLFX vs TDIFX | |
| MFS Lifetime 2025 Fund | 4.18% | — | Nov 2012 | STLFX vs LTTIX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.32% | — | Oct 2009 | STLFX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.34% | — | Oct 2009 | STLFX vs FFGZX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 4.35% | — | Aug 2007 | STLFX vs FRIMX |
Lowest Drawdown Alternatives to STLFX
STLFX has a 1-year max drawdown of -9.45%. There are 542 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 | STLFX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | -3.32% | — | Oct 2009 | STLFX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | STLFX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | -3.41% | — | Aug 2019 | STLFX vs FRQHX | |
| Fidelity Managed Retirement 2010 Fund Class K | -3.42% | — | Aug 2019 | STLFX vs FRQKX |
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 | 30 | 11.55% | — | Sep 2021 | STLFX vs ECAT | |
| iShares S&P 500 Index Fund Class K | S&P 500 | 52 | 8.19% | — | Jul 1993 | STLFX vs WFSPX | |
| BlackRock Global Long/Short Equity Fund Class I | Long-Short | 94 | 12.07% | — | Dec 2012 | STLFX vs BDMIX | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 53 | 10.22% | — | May 2011 | STLFX vs LIVIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 62 | 10.04% | — | Dec 1991 | STLFX vs FASGX | |
| BlackRock Enhanced Equity Dividend Fund | Derivative Income | 27 | 2.35% | — | Aug 2005 | STLFX vs BDJ | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 54 | 9.82% | — | Jul 2010 | STLFX vs ASFYX | |
| BlackRock Technology Opportunities Fund Investor A | Technology Equities | 50 | 35.11% | — | Apr 2000 | STLFX vs BGSAX | |
| Fidelity Asset Manager 85% Fund | Diversified Portfolio | 61 | 11.83% | — | Sep 1999 | STLFX vs FAMRX | |
| Fidelity Asset Manager 40% Fund | Diversified Portfolio | 67 | 6.38% | — | Oct 2007 | STLFX vs FFANX |
Often Compared With STLFX
Investors most often compare STLFX with LIRIX, VBIAX, VTIVX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare STLFX with Any Fund or Stock
Compare STLFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair STLFX with funds that move differently
BlackRock LifePath Dynamic 2050 Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to STLFX.
Explore STLFX Diversifiers