Fidelity Asset Manager 20% Fund (FASIX) 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 FASIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FASIX
FASIX charges 0.51% annually. There are 194 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 | FASIX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | FASIX vs PALDX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | FASIX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | FASIX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | FASIX vs BWBIX |
Best Risk-Adjusted Alternatives to FASIX
FASIX has a PortfoliosLab risk / return rank of 80. There are 76 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 | FASIX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | FASIX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | FASIX vs NWQIX | |
| Davis Appreciation & Income Fund | 95 | — | Apr 1992 | FASIX vs RPFCX | |
| Fidelity Strategic Real Return Fund | 95 | — | Sep 2005 | FASIX vs FSRRX |
Top Performing FASIX Alternatives (YTD)
FASIX is at 3.85% YTD. There are 440 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 29.12%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 29.12% | — | Jan 1998 | FASIX vs EKBAX | |
| ICON Equity Income Fund | 20.77% | — | May 2004 | FASIX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 17.74% | — | Dec 2002 | FASIX vs TIBIX | |
| Greenspring Fund | 16.72% | — | Jun 1983 | FASIX vs GRSPX | |
| Bruce Fund | 16.02% | — | Mar 1968 | FASIX vs BRUFX |
Lowest Volatility Alternatives to FASIX
FASIX has 4.56% 1-year volatility. There are 20 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 | FASIX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.81% | — | Nov 2003 | FASIX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.91% | — | Apr 2012 | FASIX vs SCLAX | |
| Ave Maria Bond Fund | 3.00% | — | Apr 2003 | FASIX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | FASIX vs CSTAX |
Lowest Drawdown Alternatives to FASIX
FASIX has a 1-year max drawdown of -3.35%. There are 18 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 | FASIX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | FASIX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | FASIX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | FASIX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | FASIX vs CSTAX |
Other Mutual Funds from BlackRock
The 10 most viewed BlackRock mutual funds shown here include ECAT, WFSPX, BDMIX and span 10 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| BlackRock ESG Capital Allocation Term Trust | Tactical Allocation, Derivative Income, ESG | 29 | 10.45% | — | Sep 2021 | FASIX vs ECAT | |
| iShares S&P 500 Index Fund Class K | S&P 500 | 63 | 9.34% | — | Jul 1993 | FASIX vs WFSPX | |
| BlackRock Global Equity Market Neutral Fund Class ... | Equity Market Neutral | 97 | 12.04% | — | Dec 2012 | FASIX vs BDMIX | |
| BlackRock LifePath Index 2055 Fund - Institutional... | Target Retirement Date | 70 | 11.03% | — | May 2011 | FASIX vs LIVIX | |
| BlackRock Enhanced Equity Dividend Trust | Derivative Income | 64 | 8.08% | — | Aug 2005 | FASIX vs BDJ | |
| BlackRock Technology Opportunities Fund Investor A | Technology Equities | 30 | 22.08% | — | May 2000 | FASIX vs BGSAX | |
| BlackRock Global Equity Market Neutral Fund Invest... | Equity Market Neutral | 97 | 11.82% | — | Dec 2012 | FASIX vs BDMAX | |
| BlackRock Equity Dividend Fund | Large Cap Value Equities | 87 | 15.65% | — | Nov 1988 | FASIX vs MADVX | |
| BlackRock Strategic Income Opportunities Fund Clas... | Total Bond Market | 64 | 1.03% | — | Feb 2008 | FASIX vs BSIIX | |
| BlackRock High Yield K | High Yield Bonds | 78 | 1.22% | — | Jan 2001 | FASIX vs BRHYX |
Often Compared With FASIX
Investors most often compare FASIX with TAIAX, INPFX, TSITX. These 20 comparison targets span 11 categories, based on PortfoliosLab usage data.
Compare FASIX with Any Fund or Stock
Compare FASIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FASIX with funds that move differently
Fidelity Asset Manager 20% Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FASIX.
Explore FASIX Diversifiers