Fidelity Advisor Managed Retirement 2025 Fund Class A (FARFX) 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 FARFX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FARFX
FARFX charges 0.73% annually. There are 528 mutual funds in the Target Retirement Date category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Principal LifeTime 2055 Fund | 0.01% | — | Feb 2008 | FARFX vs LTFIX | |
| Principal LifeTime 2040 Fund | 0.01% | — | Feb 2001 | FARFX vs PTDIX | |
| Principal LifeTime 2045 Fund | 0.01% | — | Feb 2008 | FARFX vs LTRIX | |
| Principal LifeTime 2020 Fund | 0.01% | — | Feb 2001 | FARFX vs PLWIX | |
| John Hancock Funds Multi-Index 2060 Lifetime Portf... | 0.01% | — | Mar 2016 | FARFX vs JIEHX |
Best Risk-Adjusted Alternatives to FARFX
FARFX has a PortfoliosLab risk / return rank of 68. There are 232 mutual funds in the Target Retirement Date category with higher risk-adjusted ranks, going as high as 86.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Putnam Retirement Advantage Maturity Fund | 86 | — | Dec 2019 | FARFX vs PADLX | |
| Fidelity Managed Retirement 2020 Fund | 85 | — | Dec 2007 | FARFX vs FIRVX | |
| Fidelity Managed Retirement Income Fund Class K | 85 | — | Aug 2019 | FARFX vs FRKMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 85 | — | Aug 2019 | FARFX vs FRHMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 85 | — | Aug 2007 | FARFX vs FRAMX |
Top Performing FARFX Alternatives (YTD)
FARFX is at 4.40% YTD. There are 633 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 | FARFX vs FRKMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 1,644,791.35% | — | Aug 2007 | FARFX vs FRAMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 1,464,383.96% | — | Aug 2019 | FARFX vs FRHMX | |
| Fidelity Managed Retirement 2020 Fund | 1,440,933.92% | — | Dec 2007 | FARFX vs FIRVX | |
| Fidelity Freedom 2065 Fund Class K6 | 13.63% | — | Jun 2019 | FARFX vs FFSZX |
Lowest Volatility Alternatives to FARFX
FARFX has 6.52% 1-year volatility. There are 147 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.57%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.57% | — | Nov 2015 | FARFX vs TDIFX | |
| MFS Lifetime 2025 Fund | 4.18% | — | Nov 2012 | FARFX vs LTTIX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.31% | — | Oct 2009 | FARFX vs FIKFX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 4.32% | — | Aug 2007 | FARFX vs FRIMX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.32% | — | Aug 2007 | FARFX vs FRQIX |
Lowest Drawdown Alternatives to FARFX
FARFX has a 1-year max drawdown of -5.13%. There are 155 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 | FARFX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | -3.32% | — | Oct 2009 | FARFX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | FARFX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | -3.41% | — | Aug 2019 | FARFX vs FRQHX | |
| Fidelity Managed Retirement Income Fund Class K6 | -3.42% | — | Aug 2019 | FARFX vs FRHMX |
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 | 39 | 13.94% | — | Sep 2021 | FARFX vs ECAT | |
| iShares S&P 500 Index Fund Class K | S&P 500 | 60 | 9.30% | — | Jul 1993 | FARFX vs WFSPX | |
| BlackRock Global Long/Short Equity Fund Class I | Long-Short | 93 | 9.95% | — | Dec 2012 | FARFX vs BDMIX | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 63 | 11.34% | — | May 2011 | FARFX vs LIVIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 73 | 11.27% | — | Dec 1991 | FARFX vs FASGX | |
| BlackRock Enhanced Equity Dividend Fund | Derivative Income | 34 | 5.09% | — | Aug 2005 | FARFX vs BDJ | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 49 | 8.66% | — | Jul 2010 | FARFX vs ASFYX | |
| BlackRock Technology Opportunities Fund Investor A | Technology Equities | 58 | 38.55% | — | Apr 2000 | FARFX vs BGSAX | |
| Fidelity Asset Manager 40% Fund | Diversified Portfolio | 77 | 7.38% | — | Oct 2007 | FARFX vs FFANX | |
| Fidelity Asset Manager 85% Fund | Diversified Portfolio | 71 | 13.25% | — | Sep 1999 | FARFX vs FAMRX |
Often Compared With FARFX
Investors most often compare FARFX with FFRHX, URINX, SSFNX. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare FARFX with Any Fund or Stock
Compare FARFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FARFX with funds that move differently
Fidelity Advisor Managed Retirement 2025 Fund Class A alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FARFX.
Explore FARFX Diversifiers