Fidelity Advisor Strategic Real Return Fund Class C (FCSRX) 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 FCSRX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FCSRX
FCSRX charges 1.70% annually. There are 515 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 | FCSRX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | FCSRX vs PALDX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | FCSRX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | FCSRX vs TSAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | FCSRX vs VTMFX |
Best Risk-Adjusted Alternatives to FCSRX
FCSRX has a PortfoliosLab risk / return rank of 89. There are 34 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 | FCSRX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | FCSRX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | FCSRX vs NWQIX | |
| Davis Appreciation & Income Fund | 95 | — | Apr 1992 | FCSRX vs RPFCX | |
| Fidelity Strategic Real Return Fund | 95 | — | Sep 2005 | FCSRX vs FSRRX |
Top Performing FCSRX Alternatives (YTD)
FCSRX is at 6.55% YTD. There are 254 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 | FCSRX vs EKBAX | |
| ICON Equity Income Fund | 20.77% | — | May 2004 | FCSRX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 17.74% | — | Dec 2002 | FCSRX vs TIBIX | |
| Greenspring Fund | 16.72% | — | Jun 1983 | FCSRX vs GRSPX | |
| Bruce Fund | 16.02% | — | Mar 1968 | FCSRX vs BRUFX |
Lowest Volatility Alternatives to FCSRX
FCSRX has 4.88% 1-year volatility. There are 37 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 | FCSRX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.81% | — | Nov 2003 | FCSRX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.91% | — | Apr 2012 | FCSRX vs SCLAX | |
| Ave Maria Bond Fund | 3.00% | — | Apr 2003 | FCSRX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | FCSRX vs CSTAX |
Lowest Drawdown Alternatives to FCSRX
FCSRX has a 1-year max drawdown of -3.50%. There are 24 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 | FCSRX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | FCSRX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | FCSRX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | FCSRX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | FCSRX vs CSTAX |
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 | FCSRX vs FXAIX | |
| Fidelity Select Semiconductors Portfolio | Semiconductors, Technology Equities | 80 | 48.22% | — | Jul 1985 | FCSRX vs FSELX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 64 | 9.94% | — | — | FCSRX vs FZROX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 63 | 9.87% | — | — | FCSRX vs FSKAX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 11 | -0.52% | — | — | FCSRX vs FSPGX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 40 | 10.15% | — | Dec 1987 | FCSRX vs FBGRX | |
| Fidelity Contrafund | Large Cap Growth Equities | 28 | 5.62% | 176.32B | May 1967 | FCSRX vs FCNTX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 59 | 9.06% | — | — | FCSRX vs FNILX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 70 | 12.57% | — | Nov 1997 | FCSRX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 73 | 12.99% | — | Jun 2016 | FCSRX vs FTIHX |
Often Compared With FCSRX
Investors most often compare FCSRX with GAIFX, FAPSX, VASIX. These 20 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare FCSRX with Any Fund or Stock
Compare FCSRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FCSRX with funds that move differently
Fidelity Advisor Strategic Real Return Fund Class C alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FCSRX.
Explore FCSRX Diversifiers