Fidelity Advisor Asset Manager 85% Fund Class M (FEYTX) 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 FEYTX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FEYTX
FEYTX charges 1.25% annually. There are 477 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 | FEYTX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | FEYTX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | FEYTX vs TSAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | FEYTX vs VTMFX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | FEYTX vs BWBIX |
Best Risk-Adjusted Alternatives to FEYTX
FEYTX has a PortfoliosLab risk / return rank of 68. 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 | FEYTX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | FEYTX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | FEYTX vs NWQIX | |
| Pioneer Balanced ESG Fund | 94 | — | Dec 1991 | FEYTX vs AYBLX | |
| Victory Pioneer Balanced Fund Class A | 94 | — | Dec 1991 | FEYTX vs AOBLX |
Top Performing FEYTX Alternatives (YTD)
FEYTX is at 11.57% YTD. There are 23 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 34.11%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 34.11% | — | Jan 1998 | FEYTX vs EKBAX | |
| MH Elite Small Cap Fund of Funds Fund | 20.86% | — | Aug 1998 | FEYTX vs MHELX | |
| Greenspring Fund | 20.56% | — | Jun 1983 | FEYTX vs GRSPX | |
| Thornburg Investment Income Builder Fund Class I | 16.73% | — | Dec 2002 | FEYTX vs TIBIX | |
| ICON Equity Income Fund | 13.66% | — | May 2004 | FEYTX vs IOEZX |
Lowest Volatility Alternatives to FEYTX
FEYTX has 13.26% 1-year volatility. There are 503 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.85%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.85% | — | Nov 2003 | FEYTX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.84% | — | Apr 2012 | FEYTX vs SCLAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.85% | — | Nov 2003 | FEYTX vs SICIX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | FEYTX vs AVEFX | |
| American Funds College 2027 Fund | 3.14% | — | Sep 2012 | FEYTX vs CSTAX |
Lowest Drawdown Alternatives to FEYTX
FEYTX has a 1-year max drawdown of -9.38%. There are 507 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 | FEYTX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | FEYTX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | FEYTX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | FEYTX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | FEYTX vs CSTAX |
Other Mutual Funds from BlackRock
The 10 most viewed BlackRock mutual funds shown here include ECAT, WFSPX, BDMIX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| BlackRock ESG Capital Allocation Term Trust | Tactical Allocation, Derivative Income, ESG | 30 | 11.55% | — | Sep 2021 | FEYTX vs ECAT | |
| iShares S&P 500 Index Fund Class K | S&P 500 | 52 | 8.19% | — | Jul 1993 | FEYTX vs WFSPX | |
| BlackRock Global Long/Short Equity Fund Class I | Long-Short | 94 | 12.07% | — | Dec 2012 | FEYTX vs BDMIX | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 53 | 10.22% | — | May 2011 | FEYTX vs LIVIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 62 | 10.04% | — | Dec 1991 | FEYTX vs FASGX | |
| BlackRock Enhanced Equity Dividend Fund | Derivative Income | 27 | 2.35% | — | Aug 2005 | FEYTX vs BDJ | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 54 | 9.82% | — | Jul 2010 | FEYTX vs ASFYX | |
| BlackRock Technology Opportunities Fund Investor A | Technology Equities | 50 | 35.11% | — | Apr 2000 | FEYTX vs BGSAX | |
| Fidelity Asset Manager 85% Fund | Diversified Portfolio | 61 | 11.83% | — | Sep 1999 | FEYTX vs FAMRX | |
| Fidelity Asset Manager 40% Fund | Diversified Portfolio | 67 | 6.38% | — | Oct 2007 | FEYTX vs FFANX |
Often Compared With FEYTX
Investors most often compare FEYTX with VTCLX, AAAAX, PUDZX. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare FEYTX with Any Fund or Stock
Compare FEYTX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FEYTX with funds that move differently
Fidelity Advisor Asset Manager 85% Fund Class M alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FEYTX.
Explore FEYTX Diversifiers