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 0.63% annually. There are 261 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 | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | FAMRX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | FAMRX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | FAMRX vs BWBIX |
Best Risk-Adjusted Alternatives to FAMRX
FAMRX has a PortfoliosLab risk / return rank of 75. There are 116 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 | |
| Davis Appreciation & Income Fund | 96 | — | Apr 1992 | FAMRX vs RPFCX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | FAMRX vs NWQIX | |
| Pioneer Balanced ESG Fund | 95 | — | Dec 1991 | FAMRX vs AYBLX |
Top Performing FAMRX Alternatives (YTD)
FAMRX is at 15.49% YTD. There are 12 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 34.75%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 34.75% | — | Jan 1998 | FAMRX vs EKBAX | |
| ICON Equity Income Fund | 21.52% | — | May 2004 | FAMRX vs IOEZX | |
| Disciplined Growth Investors Fund | 21.03% | — | Aug 2011 | FAMRX vs DGIFX | |
| Greenspring Fund | 20.97% | — | Jun 1983 | FAMRX vs GRSPX | |
| AB Emerging Markets Multi-Asset Portfolio | 19.13% | — | Aug 2011 | FAMRX vs ABIEX |
Lowest Volatility Alternatives to FAMRX
FAMRX has 13.72% 1-year volatility. There are 512 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.86% | — | Nov 2003 | FAMRX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.81% | — | Nov 2003 | FAMRX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.94% | — | Apr 2012 | FAMRX vs SCLAX | |
| Ave Maria Bond Fund | 3.10% | — | Apr 2003 | FAMRX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | FAMRX vs CSTAX |
Lowest Drawdown Alternatives to FAMRX
FAMRX has a 1-year max drawdown of -9.33%. There are 500 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 Fidelity
The 10 most viewed Fidelity mutual funds shown here include FXAIX, FSELX, FZROX and span 6 categories. AUM among these funds goes as high as $176B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | S&P 500 | 70 | 13.76% | — | Feb 1988 | FAMRX vs FXAIX | |
| Fidelity Select Semiconductors Portfolio | Semiconductors, Technology Equities | 82 | 59.70% | — | Jul 1985 | FAMRX vs FSELX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 70 | 14.34% | — | — | FAMRX vs FZROX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 68 | 14.27% | — | — | FAMRX vs FSKAX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 17 | 5.34% | — | — | FAMRX vs FSPGX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 45 | 16.93% | — | Dec 1987 | FAMRX vs FBGRX | |
| Fidelity Contrafund | Large Cap Growth Equities | 30 | 11.14% | 176.32B | May 1967 | FAMRX vs FCNTX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 65 | 13.48% | — | — | FAMRX vs FNILX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 54 | 13.72% | — | Nov 1997 | FAMRX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 64 | 15.36% | — | Jun 2016 | FAMRX vs FTIHX |
Often Compared With FAMRX
Investors most often compare FAMRX with FIPFX, FBALX, GOIIX. These 20 comparison targets span 14 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