Fidelity Asset Manager 85% Fund (FAMRX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with FAMRX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FAMRX
FAMRX charges 0.70% annually. There are 295 mutual funds in the Diversified Portfolio category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | — | Jan 2022 | FAMRX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | FAMRX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | FAMRX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | FAMRX vs BWBIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | FAMRX vs VTMFX |
Best Risk-Adjusted Alternatives to FAMRX
FAMRX has a PortfoliosLab risk / return rank of 67. There are 158 mutual funds in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | — | Nov 2003 | FAMRX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | FAMRX vs TIBIX | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | FAMRX vs NWQIX | |
| Pioneer Balanced ESG Fund | 94 | — | Dec 1991 | FAMRX vs AYBLX | |
| Victory Pioneer Balanced Fund Class A | 94 | — | Dec 1991 | FAMRX vs AOBLX |
Top Performing FAMRX Alternatives (YTD)
FAMRX is at 11.96% YTD. There are 18 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 33.82%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 33.82% | — | Jan 1998 | FAMRX vs EKBAX | |
| Greenspring Fund | 21.42% | — | Jun 1983 | FAMRX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 19.08% | — | Aug 1998 | FAMRX vs MHELX | |
| Thornburg Investment Income Builder Fund Class I | 16.76% | — | Dec 2002 | FAMRX vs TIBIX | |
| ICON Equity Income Fund | 13.95% | — | May 2004 | FAMRX vs IOEZX |
Lowest Volatility Alternatives to FAMRX
FAMRX has 13.26% 1-year volatility. There are 506 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.85%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.85% | — | Nov 2003 | FAMRX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.83% | — | Apr 2012 | FAMRX vs SCLAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.85% | — | Nov 2003 | FAMRX vs SICIX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | FAMRX vs AVEFX | |
| American Funds College 2027 Fund | 3.14% | — | Sep 2012 | FAMRX vs CSTAX |
Lowest Drawdown Alternatives to FAMRX
FAMRX has a 1-year max drawdown of -9.33%. There are 499 mutual funds in the Diversified Portfolio category with shallower 1-year drawdowns, going as shallow as -0.36%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.36% | — | Nov 2003 | FAMRX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | FAMRX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | FAMRX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | FAMRX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | FAMRX vs CSTAX |
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 $11B.
| 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 | FAMRX vs ECAT | |
| iShares S&P 500 Index Fund Class K | S&P 500 | 55 | 8.09% | — | Jul 1993 | FAMRX vs WFSPX | |
| BlackRock Global Long/Short Equity Fund Class I | Long-Short | 94 | 11.04% | — | Dec 2012 | FAMRX vs BDMIX | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 57 | 10.22% | — | May 2011 | FAMRX vs LIVIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 68 | 10.20% | — | Dec 1991 | FAMRX vs FASGX | |
| BlackRock Enhanced Equity Dividend Fund | Derivative Income | 33 | 3.44% | — | Aug 2005 | FAMRX vs BDJ | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 50 | 8.40% | — | Jul 2010 | FAMRX vs ASFYX | |
| BlackRock Technology Opportunities Fund Investor A | Technology Equities | 54 | 35.79% | — | Apr 2000 | FAMRX vs BGSAX | |
| Fidelity Asset Manager 40% Fund | Diversified Portfolio | 74 | 6.66% | — | Oct 2007 | FAMRX vs FFANX | |
| Vanguard Tax-Managed Small-Cap Fund Admiral Shares | Small Cap Blend Equities | 73 | 20.98% | 10.70B | Mar 1999 | FAMRX vs VTMSX |
Often Compared With FAMRX
Investors most often compare FAMRX with FXAIX, FIPFX, FBALX. These 20 comparison targets span 11 categories, based on PortfoliosLab usage data.
Compare FAMRX with Any Fund or Stock
Compare FAMRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FAMRX with funds that move differently
Fidelity Asset Manager 85% Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FAMRX.
Explore FAMRX Diversifiers