Fidelity Advisor Asset Manager 40% Fund Class A (FFNAX) Alternatives
Fidelity Advisor Asset Manager 40% Fund Class A (FFNAX) 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 FFNAX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to FFNAX
FFNAX charges 0.83% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among FFNAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | FFNAX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | FFNAX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | FFNAX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | Feb 9, 2022 | FFNAX vs FYMIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | FFNAX vs BWBIX |
Best Risk-Adjusted Alternatives to FFNAX
Among mutual funds in the Diversified Portfolio category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | Nov 16, 2003 | FFNAX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | FFNAX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | FFNAX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | FFNAX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | FFNAX vs PMAIX |
Top Performing FFNAX Alternatives (YTD)
FFNAX alternatives from the Diversified Portfolio category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Inflat... | 9.34% | Apr 8, 2012 | FFNAX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | FFNAX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | FFNAX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | FFNAX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | FFNAX vs CONWX |
Lowest Volatility Alternatives to FFNAX
FFNAX alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.93% | Nov 16, 2003 | FFNAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | FFNAX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | FFNAX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | FFNAX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | FFNAX vs SICIX |
Lowest Drawdown Alternatives to FFNAX
FFNAX alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.59% | Nov 16, 2003 | FFNAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | FFNAX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | FFNAX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | FFNAX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | FFNAX vs SICIX |
Other Mutual Funds from BlackRock
Most popular BlackRock mutual funds on PortfoliosLab, across asset classes.
Often Compared With FFNAX
What investors most often compare with FFNAX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| JPMorgan Income Builder Fund | Diversified Portfolio | 72 | -1.70% | May 30, 2007 | FFNAX vs JNBSX | |
| American Funds Conservative Growth and Income Port... | Diversified Portfolio | 68 | -1.90% | May 17, 2012 | FFNAX vs INPAX | |
| American Funds American Mutual Fund Class A | Large Cap Blend Equities | 37 | -3.14% | Feb 21, 1950 | FFNAX vs AMRMX | |
| Integrity Dividend Harvest Fund | Large Cap Value Equities | 80 | 4.46% | May 1, 2012 | FFNAX vs IDIVX | |
| JPMorgan Income Fund | Multisector Bonds | 96 | -0.29% | Jun 1, 2014 | FFNAX vs JMSIX | |
| Vanguard FTSE Canadian High Dividend Yield Index E... | Dividend | 97 | 9.07% | Nov 2, 2012 | FFNAX vs VDY.TO | |
| Dodge & Cox Income Fund Class X | Intermediate Core-Plus Bond | 67 | -0.17% | May 2, 2022 | FFNAX vs DOXIX |
Compare FFNAX with Any Fund or Stock
Compare FFNAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.