Fidelity Asset Manager 70% Fund (FASGX) 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 FASGX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FASGX
FASGX charges 0.67% annually. There are 281 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 | FASGX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | FASGX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | FASGX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | FASGX vs BWBIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | FASGX vs FYMIX |
Best Risk-Adjusted Alternatives to FASGX
FASGX has a PortfoliosLab risk / return rank of 77. There are 107 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 | FASGX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | FASGX vs TIBIX | |
| Allspring Diversified Capital Builder Fund | 97 | — | Jan 1998 | FASGX vs EKBAX | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | FASGX vs NWQIX | |
| Fidelity Strategic Real Return Fund Class K6 | 96 | — | Sep 2005 | FASGX vs FSRKX |
Top Performing FASGX Alternatives (YTD)
FASGX is at 11.93% YTD. There are 48 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 36.56%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 36.56% | — | Jan 1998 | FASGX vs EKBAX | |
| Greenspring Fund | 21.59% | — | Jun 1983 | FASGX vs GRSPX | |
| Thornburg Investment Income Builder Fund Class I | 17.96% | — | Dec 2002 | FASGX vs TIBIX | |
| MH Elite Small Cap Fund of Funds Fund | 17.65% | — | Aug 1998 | FASGX vs MHELX | |
| Disciplined Growth Investors Fund | 17.45% | — | Aug 2011 | FASGX vs DGIFX |
Lowest Volatility Alternatives to FASGX
FASGX has 10.34% 1-year volatility. There are 435 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 | FASGX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.63% | — | Apr 2012 | FASGX vs SCLAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.80% | — | Nov 2003 | FASGX vs SICIX | |
| Ave Maria Bond Fund | 2.93% | — | Apr 2003 | FASGX vs AVEFX | |
| American Funds College 2027 Fund | 3.03% | — | Sep 2012 | FASGX vs CSTAX |
Lowest Drawdown Alternatives to FASGX
FASGX has a 1-year max drawdown of -7.95%. There are 427 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 | FASGX vs STDAX | |
| Fidelity Strategic Real Return Fund Class K6 | -1.93% | — | Sep 2005 | FASGX vs FSRKX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | -1.94% | — | Oct 2018 | FASGX vs FIQDX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | -1.99% | — | Sep 2005 | FASGX vs FCSRX | |
| Fidelity Strategic Real Return Fund | -2.05% | — | Sep 2005 | FASGX vs FSRRX |
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 | 75 | 21.38% | — | Jan 2000 | FASGX vs NASDX | |
| Vanguard Financials Index Fund Admiral Shares | Financials Equities | 4 | -5.08% | 13.70B | Feb 2004 | FASGX vs VFAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | Diversified Portfolio | 81 | 6.03% | 11.90B | Sep 1994 | FASGX vs VTMFX | |
| Vanguard Tax-Managed Capital Appreciation Fund Adm... | Large Cap Blend Equities | 70 | 11.31% | 28.60B | Sep 1994 | FASGX vs VTCLX | |
| iShares S&P 500 Index Fund | S&P 500 | 73 | 11.69% | — | Jul 1993 | FASGX vs WFSPX | |
| BlackRock ESG Capital Allocation Term Trust | Derivative Income, ESG | 28 | 11.23% | — | Sep 2021 | FASGX vs ECAT | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 69 | 13.10% | — | May 2011 | FASGX vs LIVIX | |
| BlackRock Global Long/Short Equity Fund Class I | Long-Short | 92 | 12.48% | — | Dec 2012 | FASGX vs BDMIX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 67 | 15.25% | — | Jul 2010 | FASGX vs ASFYX | |
| BlackRock Enhanced Equity Dividend Fund | Derivative Income | 22 | 0.25% | — | Aug 2005 | FASGX vs BDJ |
Often Compared With FASGX
Investors most often compare FASGX with VASGX, FXAIX, FCNTX. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare FASGX with Any Fund or Stock
Compare FASGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FASGX with funds that move differently
Fidelity Asset Manager 70% Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FASGX.
Explore FASGX Diversifiers