Fidelity Asset Manager 40% Fund (FFANX) 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 FFANX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FFANX
FFANX charges 0.52% annually. There are 202 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 | FFANX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | FFANX vs PALDX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 64.10B | Dec 2000 | FFANX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | FFANX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | FFANX vs BWBIX |
Best Risk-Adjusted Alternatives to FFANX
FFANX has a PortfoliosLab risk / return rank of 75. There are 96 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 | FFANX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 97 | — | Dec 2002 | FFANX vs TIBIX | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | FFANX vs NWQIX | |
| Pioneer Balanced ESG Fund | 93 | — | Dec 1991 | FFANX vs AYBLX | |
| Victory Pioneer Balanced Fund Class A | 93 | — | Dec 1991 | FFANX vs AOBLX |
Top Performing FFANX Alternatives (YTD)
FFANX is at 6.57% YTD. There are 253 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 31.24%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 31.24% | — | Jan 1998 | FFANX vs EKBAX | |
| Greenspring Fund | 19.30% | — | Jun 1983 | FFANX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 19.20% | — | Aug 1998 | FFANX vs MHELX | |
| ICON Equity Income Fund | 18.43% | — | May 2004 | FFANX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 16.12% | — | Dec 2002 | FFANX vs TIBIX |
Lowest Volatility Alternatives to FFANX
FFANX has 7.20% 1-year volatility. There are 173 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 | FFANX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.82% | — | Nov 2003 | FFANX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.87% | — | Apr 2012 | FFANX vs SCLAX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | FFANX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | FFANX vs CSTAX |
Lowest Drawdown Alternatives to FFANX
FFANX has a 1-year max drawdown of -5.20%. There are 150 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 | FFANX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | FFANX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | FFANX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | FFANX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | FFANX vs CSTAX |
Other Mutual Funds from BlackRock
The 10 most viewed BlackRock mutual funds shown here include ECAT, WFSPX, BDMIX and span 10 categories. AUM among these funds goes as high as $11B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| BlackRock ESG Capital Allocation Term Trust | Tactical Allocation, Derivative Income, ESG | 40 | 15.17% | — | Sep 2021 | FFANX vs ECAT | |
| iShares S&P 500 Index Fund Class K | S&P 500 | 62 | 10.45% | — | Jul 1993 | FFANX vs WFSPX | |
| BlackRock Global Equity Market Neutral Fund Class ... | Equity Market Neutral | 96 | 11.18% | — | Dec 2012 | FFANX vs BDMIX | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 60 | 11.17% | — | May 2011 | FFANX vs LIVIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 71 | 10.57% | — | Dec 1991 | FFANX vs FASGX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 56 | 10.47% | — | Jul 2010 | FFANX vs ASFYX | |
| BlackRock Enhanced Equity Dividend Fund | Derivative Income | 45 | 6.96% | — | Aug 2005 | FFANX vs BDJ | |
| BlackRock Technology Opportunities Fund Investor A | Technology Equities | 40 | 28.69% | — | Apr 2000 | FFANX vs BGSAX | |
| Fidelity Asset Manager 85% Fund | Diversified Portfolio | 69 | 12.59% | — | Sep 1999 | FFANX vs FAMRX | |
| Vanguard Tax-Managed Small-Cap Fund Admiral Shares | Small Cap Blend Equities | 71 | 21.34% | 10.70B | Mar 1999 | FFANX vs VTMSX |
Often Compared With FFANX
Investors most often compare FFANX with VWINX, FBALX, FXAIX. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.
Compare FFANX with Any Fund or Stock
Compare FFANX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FFANX with funds that move differently
Fidelity Asset Manager 40% Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FFANX.
Explore FFANX Diversifiers