Fidelity Advisor Asset Manager 85% Fund Class A (FEYAX) 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 FEYAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FEYAX
FEYAX charges 1.00% annually. There are 414 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 | FEYAX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | FEYAX vs PALDX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | FEYAX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | FEYAX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | FEYAX vs BWBIX |
Best Risk-Adjusted Alternatives to FEYAX
FEYAX has a PortfoliosLab risk / return rank of 69. There are 184 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 | FEYAX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | FEYAX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | FEYAX vs NWQIX | |
| Davis Appreciation & Income Fund | 95 | — | Apr 1992 | FEYAX vs RPFCX | |
| Fidelity Strategic Real Return Fund | 95 | — | Sep 2005 | FEYAX vs FSRRX |
Top Performing FEYAX Alternatives (YTD)
FEYAX is at 12.06% YTD. There are 27 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 | FEYAX vs EKBAX | |
| ICON Equity Income Fund | 20.77% | — | May 2004 | FEYAX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 17.74% | — | Dec 2002 | FEYAX vs TIBIX | |
| Greenspring Fund | 16.72% | — | Jun 1983 | FEYAX vs GRSPX | |
| Bruce Fund | 16.02% | — | Mar 1968 | FEYAX vs BRUFX |
Lowest Volatility Alternatives to FEYAX
FEYAX has 13.67% 1-year volatility. There are 510 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 | FEYAX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.81% | — | Nov 2003 | FEYAX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.91% | — | Apr 2012 | FEYAX vs SCLAX | |
| Ave Maria Bond Fund | 3.00% | — | Apr 2003 | FEYAX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | FEYAX vs CSTAX |
Lowest Drawdown Alternatives to FEYAX
FEYAX has a 1-year max drawdown of -9.37%. There are 504 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 | FEYAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | FEYAX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | FEYAX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | FEYAX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | FEYAX vs CSTAX |
Other Mutual Funds from BlackRock
The 10 most viewed BlackRock mutual funds shown here include ECAT, WFSPX, BDMIX and span 10 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| BlackRock ESG Capital Allocation Term Trust | Tactical Allocation, Derivative Income, ESG | 29 | 10.45% | — | Sep 2021 | FEYAX vs ECAT | |
| iShares S&P 500 Index Fund Class K | S&P 500 | 63 | 9.34% | — | Jul 1993 | FEYAX vs WFSPX | |
| BlackRock Global Equity Market Neutral Fund Class ... | Equity Market Neutral | 97 | 12.04% | — | Dec 2012 | FEYAX vs BDMIX | |
| BlackRock LifePath Index 2055 Fund - Institutional... | Target Retirement Date | 70 | 11.03% | — | May 2011 | FEYAX vs LIVIX | |
| BlackRock Enhanced Equity Dividend Trust | Derivative Income | 64 | 8.08% | — | Aug 2005 | FEYAX vs BDJ | |
| BlackRock Technology Opportunities Fund Investor A | Technology Equities | 30 | 22.08% | — | May 2000 | FEYAX vs BGSAX | |
| BlackRock Global Equity Market Neutral Fund Invest... | Equity Market Neutral | 97 | 11.82% | — | Dec 2012 | FEYAX vs BDMAX | |
| BlackRock Equity Dividend Fund | Large Cap Value Equities | 87 | 15.65% | — | Nov 1988 | FEYAX vs MADVX | |
| BlackRock Strategic Income Opportunities Fund Clas... | Total Bond Market | 64 | 1.03% | — | Feb 2008 | FEYAX vs BSIIX | |
| BlackRock High Yield K | High Yield Bonds | 78 | 1.22% | — | Jan 2001 | FEYAX vs BRHYX |
Often Compared With FEYAX
Investors most often compare FEYAX with FXAIX, AGTHX, FWAFX. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.
Compare FEYAX with Any Fund or Stock
Compare FEYAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FEYAX with funds that move differently
Fidelity Advisor Asset Manager 85% Fund Class A alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FEYAX.
Explore FEYAX Diversifiers