Fidelity Advisor Asset Manager 85% Fund Class C (FEYCX) 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 FEYCX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FEYCX
FEYCX charges 1.76% annually. There are 519 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 | FEYCX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | FEYCX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | FEYCX vs TSAIX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | FEYCX vs VBAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | FEYCX vs BWBIX |
Best Risk-Adjusted Alternatives to FEYCX
FEYCX has a PortfoliosLab risk / return rank of 65. There are 248 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 | FEYCX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | FEYCX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | FEYCX vs NWQIX | |
| Davis Appreciation & Income Fund | 95 | — | Apr 1992 | FEYCX vs RPFCX | |
| Fidelity Strategic Real Return Fund | 95 | — | Sep 2005 | FEYCX vs FSRRX |
Top Performing FEYCX Alternatives (YTD)
FEYCX is at 11.57% YTD. There are 36 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 | FEYCX vs EKBAX | |
| ICON Equity Income Fund | 20.77% | — | May 2004 | FEYCX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 17.74% | — | Dec 2002 | FEYCX vs TIBIX | |
| Greenspring Fund | 16.72% | — | Jun 1983 | FEYCX vs GRSPX | |
| Bruce Fund | 16.02% | — | Mar 1968 | FEYCX vs BRUFX |
Lowest Volatility Alternatives to FEYCX
FEYCX has 13.70% 1-year volatility. There are 514 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 | FEYCX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.81% | — | Nov 2003 | FEYCX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.91% | — | Apr 2012 | FEYCX vs SCLAX | |
| Ave Maria Bond Fund | 3.00% | — | Apr 2003 | FEYCX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | FEYCX vs CSTAX |
Lowest Drawdown Alternatives to FEYCX
FEYCX has a 1-year max drawdown of -9.43%. There are 508 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 | FEYCX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | FEYCX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | FEYCX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | FEYCX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | FEYCX 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 | FEYCX vs ECAT | |
| iShares S&P 500 Index Fund Class K | S&P 500 | 63 | 9.34% | — | Jul 1993 | FEYCX vs WFSPX | |
| BlackRock Global Equity Market Neutral Fund Class ... | Equity Market Neutral | 97 | 12.04% | — | Dec 2012 | FEYCX vs BDMIX | |
| BlackRock LifePath Index 2055 Fund - Institutional... | Target Retirement Date | 70 | 11.03% | — | May 2011 | FEYCX vs LIVIX | |
| BlackRock Enhanced Equity Dividend Trust | Derivative Income | 64 | 8.08% | — | Aug 2005 | FEYCX vs BDJ | |
| BlackRock Technology Opportunities Fund Investor A | Technology Equities | 30 | 22.08% | — | May 2000 | FEYCX vs BGSAX | |
| BlackRock Global Equity Market Neutral Fund Invest... | Equity Market Neutral | 97 | 11.82% | — | Dec 2012 | FEYCX vs BDMAX | |
| BlackRock Equity Dividend Fund | Large Cap Value Equities | 87 | 15.65% | — | Nov 1988 | FEYCX vs MADVX | |
| BlackRock Strategic Income Opportunities Fund Clas... | Total Bond Market | 64 | 1.03% | — | Feb 2008 | FEYCX vs BSIIX | |
| BlackRock High Yield K | High Yield Bonds | 78 | 1.22% | — | Jan 2001 | FEYCX vs BRHYX |
Often Compared With FEYCX
Investors most often compare FEYCX with FSKAX, FTIHX, VOO. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.
Compare FEYCX with Any Fund or Stock
Compare FEYCX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FEYCX with funds that move differently
Fidelity Advisor Asset Manager 85% Fund Class C alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FEYCX.
Explore FEYCX Diversifiers