Fidelity Asset Manager 50% Fund (FASMX) Alternatives
Fidelity Asset Manager 50% Fund (FASMX) 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 FASMX. 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 FASMX
FASMX charges 0.62% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among FASMX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | FASMX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | FASMX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | FASMX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | FASMX vs BWBIX | |
| Mutual of America Aggressive Allocation Fund | 0.05% | Nov 29, 2021 | FASMX vs MAANX |
Best Risk-Adjusted Alternatives to FASMX
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 | FASMX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | FASMX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | FASMX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | FASMX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | FASMX vs PMAIX |
Top Performing FASMX Alternatives (YTD)
FASMX 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 | FASMX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | FASMX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | FASMX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | FASMX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | FASMX vs CONWX |
Lowest Volatility Alternatives to FASMX
FASMX 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 | FASMX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | FASMX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | FASMX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | FASMX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | FASMX vs SICIX |
Lowest Drawdown Alternatives to FASMX
FASMX 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 | FASMX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | FASMX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | FASMX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | FASMX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | FASMX vs SICIX |
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Often Compared With FASMX
What investors most often compare with FASMX, based on PortfoliosLab usage data.
Compare FASMX with Any Fund or Stock
Compare FASMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.