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 0.66% annually. There are 278 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 | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | FASGX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | FASGX vs TSAIX | |
| 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 73. There are 136 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 | |
| Davis Appreciation & Income Fund | 96 | — | Apr 1992 | FASGX vs RPFCX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | FASGX vs NWQIX | |
| Fidelity Strategic Real Return Fund | 95 | — | Sep 2005 | FASGX vs FSRRX |
Top Performing FASGX Alternatives (YTD)
FASGX is at 10.57% YTD. There are 55 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 29.72%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 29.72% | — | Jan 1998 | FASGX vs EKBAX | |
| Thornburg Investment Income Builder Fund Class I | 19.05% | — | Dec 2002 | FASGX vs TIBIX | |
| ICON Equity Income Fund | 18.94% | — | May 2004 | FASGX vs IOEZX | |
| Greenspring Fund | 17.70% | — | Jun 1983 | FASGX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 17.05% | — | Aug 1998 | FASGX vs MHELX |
Lowest Volatility Alternatives to FASGX
FASGX has 11.54% 1-year volatility. There are 447 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 Asset Allocation Trust Conservative Strategy F... | 2.80% | — | Nov 2003 | FASGX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.91% | — | Apr 2012 | FASGX vs SCLAX | |
| Ave Maria Bond Fund | 3.05% | — | Apr 2003 | FASGX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | FASGX vs CSTAX |
Lowest Drawdown Alternatives to FASGX
FASGX has a 1-year max drawdown of -7.95%. There are 426 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 | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | FASGX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | FASGX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | FASGX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | FASGX 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 | 59 | 10.13% | — | Feb 1988 | FASGX vs FXAIX | |
| Fidelity Select Semiconductors Portfolio | Semiconductors, Technology Equities | 80 | 49.63% | — | Jul 1985 | FASGX vs FSELX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 59 | 10.58% | — | — | FASGX vs FZROX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 58 | 10.51% | — | — | FASGX vs FSKAX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 10 | 0.30% | — | — | FASGX vs FSPGX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 35 | 11.25% | — | Dec 1987 | FASGX vs FBGRX | |
| Fidelity Contrafund | Large Cap Growth Equities | 23 | 6.89% | 176.32B | May 1967 | FASGX vs FCNTX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 54 | 9.84% | — | — | FASGX vs FNILX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 64 | 11.79% | — | Nov 1997 | FASGX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 70 | 12.93% | — | Jun 2016 | FASGX vs FTIHX |
Often Compared With FASGX
Investors most often compare FASGX with VASGX, FTRNX, FBALX. These 20 comparison targets span 8 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