Fidelity Flex Freedom Blend 2040 Fund (FCLSX) belongs to the Target Retirement Date category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with FCLSX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FCLSX
FCLSX charges 0.00% annually. No mutual funds in the Target Retirement Date category have lower expense ratios; the lowest-cost alternatives shown here go as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Principal LifeTime 2060 Fund | 0.01% | — | Feb 2013 | FCLSX vs PLTZX | |
| Principal LifeTime 2020 Fund | 0.01% | — | Feb 2001 | FCLSX vs PLWIX | |
| Principal LifeTime 2035 Fund | 0.01% | — | Feb 2008 | FCLSX vs LTIUX | |
| Principal LifeTime 2030 Fund | 0.01% | — | Feb 2001 | FCLSX vs PMTIX | |
| American Funds 2065 Target Date Retirement Fund | 0.01% | — | Mar 2020 | FCLSX vs FCQTX |
Best Risk-Adjusted Alternatives to FCLSX
FCLSX has a PortfoliosLab risk / return rank of 72. There are 77 mutual funds in the Target Retirement Date category with higher risk-adjusted ranks, going as high as 86.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| State Street Target Retirement Fund | 86 | — | Sep 2014 | FCLSX vs SSFNX | |
| USAA Target Retirement Income Fund | 85 | — | Jul 2008 | FCLSX vs URINX | |
| Prudential Day One Income Fund | 85 | — | Dec 2016 | FCLSX vs PDAHX | |
| Putnam Retirement Advantage Maturity Fund | 84 | — | Dec 2019 | FCLSX vs PADLX | |
| USAA Target Retirement 2030 Fund | 84 | — | Jul 2008 | FCLSX vs URTRX |
Top Performing FCLSX Alternatives (YTD)
FCLSX is at 10.72% YTD. There are 121 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 13.54%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| USAA Target Retirement 2060 Fund | 13.54% | — | Jul 2013 | FCLSX vs URSIX | |
| USAA Target Retirement 2050 Fund | 13.05% | — | Jul 2008 | FCLSX vs URFFX | |
| Fidelity Flex Freedom Blend 2060 Fund | 12.35% | — | Jun 2017 | FCLSX vs FWLSX | |
| Fidelity Flex Freedom Blend 2055 Fund | 12.26% | — | Jun 2017 | FCLSX vs FQLSX | |
| Fidelity Flex Freedom Blend 2065 Fund | 12.26% | — | Jun 2019 | FCLSX vs FDFPX |
Lowest Volatility Alternatives to FCLSX
FCLSX has 12.70% 1-year volatility. There are 435 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.51%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.51% | — | Nov 2015 | FCLSX vs TDIFX | |
| Fidelity Freedom Index Retirement Fund Investor Cl... | 4.44% | — | Oct 2009 | FCLSX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.47% | — | Oct 2009 | FCLSX vs FFGZX | |
| MFS Lifetime Income Fund | 4.51% | — | Sep 2005 | FCLSX vs MLLIX | |
| Dimensional 2015 Target Date Retirement Income Fun... | 4.52% | — | Nov 2015 | FCLSX vs DRIQX |
Lowest Drawdown Alternatives to FCLSX
FCLSX has a 1-year max drawdown of -8.60%. There are 394 mutual funds in the Target Retirement Date category with shallower 1-year drawdowns, going as shallow as -2.61%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | -2.61% | — | Nov 2015 | FCLSX vs TDIFX | |
| Fidelity Freedom Index Retirement Fund Investor Cl... | -3.32% | — | Oct 2009 | FCLSX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | FCLSX vs FFGZX | |
| Dimensional 2015 Target Date Retirement Income Fun... | -3.47% | — | Nov 2015 | FCLSX vs DRIQX | |
| Putnam RetirementReady Maturity Fund | -3.50% | — | Oct 2004 | FCLSX vs PRMYX |
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 | 64 | 9.35% | — | Feb 1988 | FCLSX vs FXAIX | |
| Fidelity Select Semiconductors Portfolio | Semiconductors, Technology Equities | 80 | 48.22% | — | Jul 1985 | FCLSX vs FSELX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 64 | 9.94% | — | — | FCLSX vs FZROX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 63 | 9.87% | — | — | FCLSX vs FSKAX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 11 | -0.52% | — | — | FCLSX vs FSPGX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 40 | 10.15% | — | Dec 1987 | FCLSX vs FBGRX | |
| Fidelity Contrafund | Large Cap Growth Equities | 28 | 5.62% | 176.32B | May 1967 | FCLSX vs FCNTX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 59 | 9.06% | — | — | FCLSX vs FNILX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 70 | 12.57% | — | Nov 1997 | FCLSX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 73 | 12.99% | — | Jun 2016 | FCLSX vs FTIHX |
Often Compared With FCLSX
Investors most often compare FCLSX with FDFIX, FBIFX, FGRIX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare FCLSX with Any Fund or Stock
Compare FCLSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FCLSX with funds that move differently
Fidelity Flex Freedom Blend 2040 Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FCLSX.
Explore FCLSX Diversifiers