Fidelity Asset Manager 85% Fund (FAMRX) Alternatives

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 funds that fit a different role in your portfolio.

Cheapest Alternatives to FAMRX

FAMRX charges 0.70% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among FAMRX alternatives.

Symbol	Name	Expense Ratio	Inception
FRGAX	Fidelity 70% Allocation Fund	0.02%	Jan 1, 2022	FAMRX vs FRGAX
PALDX	PGIM 60/40 Allocation Fund	0.03%	Sep 12, 2017	FAMRX vs PALDX
TSAIX	TIAA-CREF Lifestyle Aggressive Growth Fund	0.04%	Dec 8, 2011	FAMRX vs TSAIX
FYMIX	Fidelity Sustainable Multi-Asset Fund	0.05%	Feb 9, 2022	FAMRX vs FYMIX
BWBIX	Baron WealthBuilder Fund	0.05%	Dec 28, 2017	FAMRX vs BWBIX

Best Risk-Adjusted Alternatives to FAMRX

Among mutual funds in the Diversified Portfolio category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.

Symbol	Name	Risk / Return Rank	Inception
STDAX	SEI Asset Allocation Trust Defensive Strategy Allo...	99	Nov 16, 2003	FAMRX vs STDAX
TIBIX	Thornburg Investment Income Builder Fund Class I	98	Dec 24, 2002	FAMRX vs TIBIX
BERIX	Chartwell Income Fund	96	Sep 2, 1987	FAMRX vs BERIX
NWQIX	Nuveen Flexible Income Fund	95	Dec 8, 2009	FAMRX vs NWQIX
PMAIX	Pioneer Multi-Asset Income Fund A	93	Dec 22, 2011	FAMRX vs PMAIX

Top Performing FAMRX Alternatives (YTD)

FAMRX alternatives from the Diversified Portfolio category, sorted by year-to-date return.

Symbol	Name	YTD Return	Inception
SIFAX	SEI Institutional Managed Trust Multi-Asset Inflat...	9.34%	Apr 8, 2012	FAMRX vs SIFAX
PUDZX	PGIM Real Assets Fund	9.23%	Dec 29, 2010	FAMRX vs PUDZX
IOEZX	ICON Equity Income Fund	8.64%	May 9, 2004	FAMRX vs IOEZX
AAAAX	DWS RREEF Real Assets Fund - Class A	8.59%	Jul 30, 2007	FAMRX vs AAAAX
CONWX	Concorde Wealth Management Fund	8.18%	Dec 3, 1987	FAMRX vs CONWX

Lowest Volatility Alternatives to FAMRX

FAMRX alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.

Symbol	Name	Volatility 1Y	Inception
STDAX	SEI Asset Allocation Trust Defensive Strategy Allo...	0.93%	Nov 16, 2003	FAMRX vs STDAX
SCLAX	SEI Institutional Managed Trust Multi-Asset Capita...	2.64%	Apr 8, 2012	FAMRX vs SCLAX
AVEFX	Ave Maria Bond Fund	3.44%	Apr 30, 2003	FAMRX vs AVEFX
CSTAX	American Funds College 2027 Fund	3.47%	Sep 13, 2012	FAMRX vs CSTAX
SICIX	SEI Asset Allocation Trust Conservative Strategy F...	3.66%	Nov 16, 2003	FAMRX vs SICIX

Lowest Drawdown Alternatives to FAMRX

FAMRX alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.

Symbol	Name	Max Drawdown 1Y	Inception
STDAX	SEI Asset Allocation Trust Defensive Strategy Allo...	-0.59%	Nov 16, 2003	FAMRX vs STDAX
SCLAX	SEI Institutional Managed Trust Multi-Asset Capita...	-2.32%	Apr 8, 2012	FAMRX vs SCLAX
AVEFX	Ave Maria Bond Fund	-2.52%	Apr 30, 2003	FAMRX vs AVEFX
CSTAX	American Funds College 2027 Fund	-2.72%	Sep 13, 2012	FAMRX vs CSTAX
SICIX	SEI Asset Allocation Trust Conservative Strategy F...	-2.73%	Nov 16, 2003	FAMRX vs SICIX

Other Mutual Funds from BlackRock

Most popular BlackRock mutual funds on PortfoliosLab, across asset classes.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
NASDX	Shelton Capital Management Nasdaq-100 Index Fund D...	Large Cap Growth Equities	51	-9.12%	Jan 18, 2000	FAMRX vs NASDX
VFAIX	Vanguard Financials Index Fund Admiral Shares	Financials Equities	7	-11.11%	Feb 4, 2004	FAMRX vs VFAIX
VTMFX	Vanguard Tax-Managed Balanced Fund Admiral Shares	Diversified Portfolio	68	-3.56%	Sep 6, 1994	FAMRX vs VTMFX
VTCLX	Vanguard Tax-Managed Capital Appreciation Fund Adm...	Large Cap Blend Equities	46	-6.78%	Sep 6, 1994	FAMRX vs VTCLX
WFSPX	iShares S&P 500 Index Fund	S&P 500	46	-7.06%	Jul 30, 1993	FAMRX vs WFSPX
ECAT	BlackRock ESG Capital Allocation Term Trust	Derivative Income, ESG	16	-6.71%	Sep 28, 2021	FAMRX vs ECAT
LIVIX	BlackRock LifePath Index 2055 Fund	Target Retirement Date	62	-4.27%	May 30, 2011	FAMRX vs LIVIX
FASGX	Fidelity Asset Manager 70% Fund	Diversified Portfolio	70	-2.99%	Dec 30, 1991	FAMRX vs FASGX
ASFYX	AlphaSimplex Managed Futures Strategy Fund Class Y	Systematic Trend	8	6.59%	Jul 30, 2010	FAMRX vs ASFYX
BDJ	BlackRock Enhanced Equity Dividend Fund	Derivative Income	27	-7.23%	Aug 30, 2005	FAMRX vs BDJ

Often Compared With FAMRX

What investors most often compare with FAMRX, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
FXAIX	Fidelity 500 Index Fund	S&P 500	46	-7.05%	Feb 17, 1988	FAMRX vs FXAIX
SPY	State Street SPDR S&P 500 ETF	S&P 500	64	-4.37%	Jan 22, 1993	FAMRX vs SPY
FIPFX	Fidelity Freedom Index 2050 Fund Investor Class	Target Retirement Date	64	-4.14%	Oct 2, 2009	FAMRX vs FIPFX
FBALX	Fidelity Balanced Fund	Diversified Portfolio	73	-3.70%	Nov 6, 1986	FAMRX vs FBALX
FTRNX	Fidelity Trend Fund	Large Cap Growth Equities	47	-10.31%	Jun 16, 1958	FAMRX vs FTRNX
GOIIX	Goldman Sachs Growth and Income Strategy Portfolio	Tactical Allocation	55	-3.39%	Jan 1, 1998	FAMRX vs GOIIX
FNILX	Fidelity ZERO Large Cap Index Fund	Large Cap Blend Equities	45	-7.30%	—	FAMRX vs FNILX
VT	Vanguard Total World Stock ETF	Global Equities	77	-1.71%	Jun 24, 2008	FAMRX vs VT
NTSX	WisdomTree U.S. Efficient Core Fund	Diversified Portfolio, Actively Managed	60	-4.59%	Aug 2, 2018	FAMRX vs NTSX
FMILX	Fidelity New Millennium Fund	Large Cap Value Equities	29	-6.28%	Dec 28, 1992	FAMRX vs FMILX
FEYTX	Fidelity Advisor Asset Manager 85% Fund Class M	Diversified Portfolio	61	-3.85%	Oct 2, 2006	FAMRX vs FEYTX
SCHAX	Franklin Multi-Asset Growth Fund	Diversified Portfolio	38	-5.88%	Feb 4, 1996	FAMRX vs SCHAX
FFNOX	Fidelity Multi-Asset Index Fund	Diversified Portfolio	63	-3.78%	Jun 29, 1999	FAMRX vs FFNOX
FDGFX	Fidelity Dividend Growth Fund	Large Cap Value Equities	79	-3.17%	Apr 27, 1993	FAMRX vs FDGFX
AOA	iShares Core Aggressive Allocation ETF	Diversified Portfolio	79	-1.19%	Nov 4, 2008	FAMRX vs AOA
FSMAX	Fidelity Extended Market Index Fund	Mid Cap Growth Equities	35	-4.54%	—	FAMRX vs FSMAX
VASGX	Vanguard LifeStrategy Growth Fund	Diversified Portfolio	70	-3.57%	Sep 30, 1994	FAMRX vs VASGX
FSDAX	Fidelity Select Defense & Aerospace Portfolio	Industrials Equities	80	-3.56%	May 8, 1984	FAMRX vs FSDAX
FBGRX	Fidelity Blue Chip Growth Fund	Large Cap Growth Equities	54	-11.15%	Dec 31, 1987	FAMRX vs FBGRX
VNJTX	Vanguard New Jersey Long-Term Tax-Exempt Fund Inve...	Municipal Bonds	52	-0.65%	Feb 3, 1988	FAMRX vs VNJTX

Compare FAMRX with Any Fund or Stock

Compare FAMRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Fidelity Asset Manager 85% Fund

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