Fidelity Asset Manager 20% Fund (FASIX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to FASIX
FASIX charges 0.51% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among FASIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | FASIX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | FASIX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | FASIX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | Feb 9, 2022 | FASIX vs FYMIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | FASIX vs BWBIX |
Best Risk-Adjusted Alternatives to FASIX
Among mutual funds in the Diversified Portfolio category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | Nov 16, 2003 | FASIX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | FASIX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | FASIX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | FASIX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | FASIX vs PMAIX |
Top Performing FASIX Alternatives (YTD)
FASIX alternatives from the Diversified Portfolio category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Inflat... | 9.34% | Apr 8, 2012 | FASIX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | FASIX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | FASIX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | FASIX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | FASIX vs CONWX |
Lowest Volatility Alternatives to FASIX
FASIX alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.93% | Nov 16, 2003 | FASIX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | FASIX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | FASIX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | FASIX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | FASIX vs SICIX |
Lowest Drawdown Alternatives to FASIX
FASIX alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.59% | Nov 16, 2003 | FASIX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | FASIX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | FASIX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | FASIX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | FASIX vs SICIX |
Other Mutual Funds from BlackRock
Most popular BlackRock mutual funds on PortfoliosLab, across asset classes.
Often Compared With FASIX
What investors most often compare with FASIX, 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.