FFNIX Alternatives & Similar Mutual Funds

Fidelity Advisor Asset Manager 40% Fund Class I (FFNIX) 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 FFNIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to FFNIX

FFNIX charges 0.57% annually. There are 215 mutual funds in the Diversified Portfolio category with lower expense ratios, going as low as 0.02%.

Symbol	Name	Expense Ratio	AUM	Inception
FRGAX	Fidelity 70% Allocation Fund	0.02%	—	Jan 2022	FFNIX vs FRGAX
PALDX	PGIM 60/40 Allocation Fund	0.03%	—	Sep 2017	FFNIX vs PALDX
TSAIX	TIAA-CREF Lifestyle Aggressive Growth Fund	0.04%	—	Dec 2011	FFNIX vs TSAIX
BWBIX	Baron WealthBuilder Fund	0.05%	—	Dec 2017	FFNIX vs BWBIX
FYMIX	Fidelity Sustainable Multi-Asset Fund	0.05%	—	Feb 2022	FFNIX vs FYMIX

Best Risk-Adjusted Alternatives to FFNIX

FFNIX has a PortfoliosLab risk / return rank of 79. There are 89 mutual funds in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 99.

Symbol	Name	Risk / Return Rank	AUM	Inception
STDAX	SEI Asset Allocation Trust Defensive Strategy Allo...	99	—	Nov 2003	FFNIX vs STDAX
TIBIX	Thornburg Investment Income Builder Fund Class I	98	—	Dec 2002	FFNIX vs TIBIX
EKBAX	Allspring Diversified Capital Builder Fund	97	—	Jan 1998	FFNIX vs EKBAX
NWQIX	Nuveen Flexible Income Fund	97	—	Dec 2009	FFNIX vs NWQIX
FSRKX	Fidelity Strategic Real Return Fund Class K6	96	—	Sep 2005	FFNIX vs FSRKX

Top Performing FFNIX Alternatives (YTD)

FFNIX is at 7.52% YTD. There are 242 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 36.56%.

Symbol	Name	YTD Return	AUM	Inception
EKBAX	Allspring Diversified Capital Builder Fund	36.56%	—	Jan 1998	FFNIX vs EKBAX
GRSPX	Greenspring Fund	21.59%	—	Jun 1983	FFNIX vs GRSPX
TIBIX	Thornburg Investment Income Builder Fund Class I	17.96%	—	Dec 2002	FFNIX vs TIBIX
MHELX	MH Elite Small Cap Fund of Funds Fund	17.65%	—	Aug 1998	FFNIX vs MHELX
DGIFX	Disciplined Growth Investors Fund	17.45%	—	Aug 2011	FFNIX vs DGIFX

Lowest Volatility Alternatives to FFNIX

FFNIX has 6.64% 1-year volatility. There are 166 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.86%.

Symbol	Name	Volatility 1Y	AUM	Inception
STDAX	SEI Asset Allocation Trust Defensive Strategy Allo...	0.86%	—	Nov 2003	FFNIX vs STDAX
SCLAX	SEI Institutional Managed Trust Multi-Asset Capita...	2.63%	—	Apr 2012	FFNIX vs SCLAX
SICIX	SEI Asset Allocation Trust Conservative Strategy F...	2.80%	—	Nov 2003	FFNIX vs SICIX
AVEFX	Ave Maria Bond Fund	2.93%	—	Apr 2003	FFNIX vs AVEFX
CSTAX	American Funds College 2027 Fund	3.03%	—	Sep 2012	FFNIX vs CSTAX

Lowest Drawdown Alternatives to FFNIX

FFNIX has a 1-year max drawdown of -5.20%. There are 151 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
STDAX	SEI Asset Allocation Trust Defensive Strategy Allo...	-0.36%	—	Nov 2003	FFNIX vs STDAX
FSRKX	Fidelity Strategic Real Return Fund Class K6	-1.93%	—	Sep 2005	FFNIX vs FSRKX
FIQDX	Fidelity Advisor Strategic Real Return Fund Class ...	-1.94%	—	Oct 2018	FFNIX vs FIQDX
FCSRX	Fidelity Advisor Strategic Real Return Fund Class ...	-1.99%	—	Sep 2005	FFNIX vs FCSRX
FSRRX	Fidelity Strategic Real Return Fund	-2.05%	—	Sep 2005	FFNIX vs FSRRX

Other Mutual Funds from BlackRock

The 10 most viewed BlackRock mutual funds shown here include NASDX, VFAIX, VTMFX and span 10 categories. AUM among these funds goes as high as $29B.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
NASDX	Shelton Capital Management Nasdaq-100 Index Fund D...	Large Cap Growth Equities	75	21.38%	—	Jan 2000	FFNIX vs NASDX
VFAIX	Vanguard Financials Index Fund Admiral Shares	Financials Equities	4	-5.08%	13.70B	Feb 2004	FFNIX vs VFAIX
VTMFX	Vanguard Tax-Managed Balanced Fund Admiral Shares	Diversified Portfolio	81	6.03%	11.90B	Sep 1994	FFNIX vs VTMFX
VTCLX	Vanguard Tax-Managed Capital Appreciation Fund Adm...	Large Cap Blend Equities	70	11.31%	28.60B	Sep 1994	FFNIX vs VTCLX
WFSPX	iShares S&P 500 Index Fund	S&P 500	73	11.69%	—	Jul 1993	FFNIX vs WFSPX
ECAT	BlackRock ESG Capital Allocation Term Trust	Derivative Income, ESG	28	11.23%	—	Sep 2021	FFNIX vs ECAT
LIVIX	BlackRock LifePath Index 2055 Fund	Target Retirement Date	69	13.10%	—	May 2011	FFNIX vs LIVIX
BDMIX	BlackRock Global Long/Short Equity Fund Class I	Long-Short	92	12.48%	—	Dec 2012	FFNIX vs BDMIX
FASGX	Fidelity Asset Manager 70% Fund	Diversified Portfolio	77	11.93%	—	Dec 1991	FFNIX vs FASGX
ASFYX	AlphaSimplex Managed Futures Strategy Fund Class Y	Systematic Trend	67	15.25%	—	Jul 2010	FFNIX vs ASFYX

Often Compared With FFNIX

Investors most often compare FFNIX with BLNDX, FSIRX, PUDZX. These 3 comparison targets span 1 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
BLNDX	Standpoint Multi-Asset Fund Institutional	Diversified Portfolio	75	17.17%	—	Dec 2019	FFNIX vs BLNDX
FSIRX	Fidelity Advisor Strategic Real Return Fund Class ...	Diversified Portfolio	96	8.74%	—	Sep 2005	FFNIX vs FSIRX
PUDZX	PGIM Real Assets Fund	Diversified Portfolio	89	13.05%	—	Dec 2010	FFNIX vs PUDZX

Compare FFNIX with Any Fund or Stock

Compare FFNIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

Pair FFNIX with funds that move differently

Fidelity Advisor Asset Manager 40% Fund Class I alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FFNIX.

Explore FFNIX Diversifiers

Fidelity Advisor Asset Manager 40% Fund Class I (FFNIX) Alternatives