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 292 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 | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | FAMRX vs FYMIX |
Best Risk-Adjusted Alternatives to FAMRX
FAMRX has a PortfoliosLab risk / return rank of 74. There are 124 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 | 96 | — | Dec 2009 | FAMRX vs NWQIX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | 96 | — | Oct 2018 | FAMRX vs FIQDX | |
| Allspring Diversified Capital Builder Fund | 96 | — | Jan 1998 | FAMRX vs EKBAX |
Top Performing FAMRX Alternatives (YTD)
FAMRX is at 13.68% YTD. There are 12 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 36.16%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 36.16% | — | Jan 1998 | FAMRX vs EKBAX | |
| Greenspring Fund | 22.20% | — | Jun 1983 | FAMRX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 18.36% | — | Aug 1998 | FAMRX vs MHELX | |
| Thornburg Investment Income Builder Fund Class I | 17.02% | — | Dec 2002 | FAMRX vs TIBIX | |
| Sound Mind Investing Fund | 16.98% | — | Dec 2005 | FAMRX vs SMIFX |
Lowest Volatility Alternatives to FAMRX
FAMRX has 12.27% 1-year volatility. There are 500 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 Institutional Managed Trust Multi-Asset Capita... | 2.64% | — | Apr 2012 | FAMRX vs SCLAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.80% | — | Nov 2003 | FAMRX vs SICIX | |
| Ave Maria Bond Fund | 2.92% | — | Apr 2003 | FAMRX vs AVEFX | |
| American Funds College 2027 Fund | 3.04% | — | 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 | |
| Fidelity Strategic Real Return Fund Class K6 | -1.93% | — | Sep 2005 | FAMRX vs FSRKX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | -1.94% | — | Oct 2018 | FAMRX vs FIQDX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | -1.99% | — | Sep 2005 | FAMRX vs FCSRX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | -2.05% | — | Sep 2005 | FAMRX vs FSIRX |
Other Mutual Funds from BlackRock
The 10 most viewed BlackRock mutual funds shown here include NASDX, VFAIX, VTMFX and span 10 categories. AUM among these funds goes as high as $29B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Shelton Capital Management Nasdaq-100 Index Fund D... | Large Cap Growth Equities | 72 | 20.41% | — | Jan 2000 | FAMRX vs NASDX | |
| Vanguard Financials Index Fund Admiral Shares | Financials Equities | 6 | -3.87% | 13.70B | Feb 2004 | FAMRX vs VFAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | Diversified Portfolio | 80 | 5.93% | 11.90B | Sep 1994 | FAMRX vs VTMFX | |
| Vanguard Tax-Managed Capital Appreciation Fund Adm... | Large Cap Blend Equities | 69 | 11.03% | 28.60B | Sep 1994 | FAMRX vs VTCLX | |
| iShares S&P 500 Index Fund | S&P 500 | 73 | 11.33% | — | Jul 1993 | FAMRX vs WFSPX | |
| BlackRock ESG Capital Allocation Term Trust | Derivative Income, ESG | 24 | 9.37% | — | Sep 2021 | FAMRX vs ECAT | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 67 | 12.57% | — | May 2011 | FAMRX vs LIVIX | |
| BlackRock Global Long/Short Equity Fund Class I | Long-Short | 93 | 13.24% | — | Dec 2012 | FAMRX vs BDMIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 75 | 11.53% | — | Dec 1991 | FAMRX vs FASGX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 68 | 14.34% | — | Jul 2010 | FAMRX vs ASFYX |
Often Compared With FAMRX
Investors most often compare FAMRX with FXAIX, FIPFX, SPY. 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