Fidelity Advisor Blue Chip Growth Fund Class Z (FBCKX) 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 FBCKX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FBCKX
FBCKX charges 0.61% annually. There are 249 mutual funds in the Diversified Portfolio category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| John Hancock Diversified Income Fund | 0.02% | — | May 2011 | FBCKX vs HEQ | |
| Highland Funds I - Highland Opportunities and Inco... | 0.02% | — | Jan 2000 | FBCKX vs HFRO | |
| Fidelity 70% Allocation Fund | 0.02% | — | Jan 2022 | FBCKX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | FBCKX vs PALDX | |
| Dimensional Managed Account Fund | 0.03% | — | Mar 2012 | FBCKX vs DMA |
Best Risk-Adjusted Alternatives to FBCKX
FBCKX has a PortfoliosLab risk / return rank of 75. There are 126 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 | FBCKX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | FBCKX vs TIBIX | |
| Allspring Diversified Capital Builder Fund | 97 | — | Jan 1998 | FBCKX vs EKBAX | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | FBCKX vs NWQIX | |
| Fidelity Strategic Real Return Fund Class K6 | 96 | — | Sep 2005 | FBCKX vs FSRKX |
Top Performing FBCKX Alternatives (YTD)
FBCKX is at 18.59% YTD. There are 4 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 | FBCKX vs EKBAX | |
| Hood River New Opportunities Fund Institutional Cl... | 31.49% | — | — | FBCKX vs HRNOX | |
| Canoe EIT Income Fund | 27.79% | — | Aug 1997 | FBCKX vs EIT-UN.TO | |
| Greenspring Fund | 21.59% | — | Jun 1983 | FBCKX vs GRSPX | |
| Thornburg Investment Income Builder Fund Class I | 17.96% | — | Dec 2002 | FBCKX vs TIBIX |
Lowest Volatility Alternatives to FBCKX
FBCKX has 17.43% 1-year volatility. There are 545 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 | FBCKX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.63% | — | Apr 2012 | FBCKX vs SCLAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.80% | — | Nov 2003 | FBCKX vs SICIX | |
| Ave Maria Bond Fund | 2.93% | — | Apr 2003 | FBCKX vs AVEFX | |
| American Funds College 2027 Fund | 3.03% | — | Sep 2012 | FBCKX vs CSTAX |
Lowest Drawdown Alternatives to FBCKX
FBCKX has a 1-year max drawdown of -12.63%. There are 538 mutual funds in the Diversified Portfolio category with shallower 1-year drawdowns, going as shallow as 0.00%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Canoe EIT Income Fund | 0.00% | — | Aug 1997 | FBCKX vs EIT-UN.TO | |
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.36% | — | Nov 2003 | FBCKX vs STDAX | |
| Fidelity Strategic Real Return Fund Class K6 | -1.93% | — | Sep 2005 | FBCKX vs FSRKX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | -1.94% | — | Oct 2018 | FBCKX vs FIQDX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | -1.99% | — | Sep 2005 | FBCKX vs FCSRX |
Other Mutual Funds from Fidelity
The 10 most viewed Fidelity mutual funds shown here include FXAIX, FSELX, FZROX and span 7 categories. AUM among these funds goes as high as $437B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | S&P 500 | 73 | 11.71% | — | Feb 1988 | FBCKX vs FXAIX | |
| Fidelity Select Semiconductors Portfolio | Semiconductors, Technology Equities | 97 | 85.56% | — | Jul 1985 | FBCKX vs FSELX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 72 | 12.01% | — | — | FBCKX vs FZROX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 32 | 8.60% | — | — | FBCKX vs FSPGX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 71 | 12.08% | — | — | FBCKX vs FSKAX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 75 | 18.56% | — | Dec 1987 | FBCKX vs FBGRX | |
| Fidelity Contrafund | Large Cap Growth Equities | 35 | 7.76% | 176.32B | May 1967 | FBCKX vs FCNTX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 71 | 11.56% | — | — | FBCKX vs FNILX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 27 | 9.51% | — | Nov 1997 | FBCKX vs FSPSX | |
| Fidelity Government Money Market Fund | Money Market | — | 1.37% | 437.41B | Feb 1990 | FBCKX vs SPAXX |
Often Compared With FBCKX
Investors most often compare FBCKX with BLNDX, FSRRX, FSIRX. These 7 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Standpoint Multi-Asset Fund Institutional | Diversified Portfolio | 75 | 17.17% | — | Dec 2019 | FBCKX vs BLNDX | |
| Fidelity Strategic Real Return Fund | Diversified Portfolio | 96 | 8.69% | — | Sep 2005 | FBCKX vs FSRRX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | Diversified Portfolio | 96 | 8.74% | — | Sep 2005 | FBCKX vs FSIRX | |
| MH Elite Small Cap Fund of Funds Fund | Diversified Portfolio | 64 | 17.65% | — | Aug 1998 | FBCKX vs MHELX | |
| Catholic Responsible Investments Magnus 60/40 Beta... | Diversified Portfolio | 61 | 7.72% | — | Dec 2021 | FBCKX vs CMMVX | |
| Catholic Responsible Investments Magnus 45/55 Fund | Diversified Portfolio | 62 | 5.93% | — | Dec 2021 | FBCKX vs CMNVX | |
| LMP Capital and Income Fund Inc. | Diversified Portfolio | 6 | 9.35% | — | — | FBCKX vs SCD |
Compare FBCKX with Any Fund or Stock
Compare FBCKX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FBCKX with funds that move differently
Fidelity Advisor Blue Chip Growth Fund Class Z alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FBCKX.
Explore FBCKX Diversifiers