Fidelity Advisor 529 Aggressive Growth Portfolio Class D (FFRGX) belongs to the Target Retirement Date category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with FFRGX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FFRGX
Among 641 mutual funds in the Target Retirement Date category with expense-ratio data, the lowest-cost alternatives shown here go as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Principal LifeTime 2060 Fund | 0.01% | — | Feb 2013 | FFRGX vs PLTZX | |
| Principal LifeTime 2020 Fund | 0.01% | — | Feb 2001 | FFRGX vs PLWIX | |
| Principal LifeTime 2030 Fund | 0.01% | — | Feb 2001 | FFRGX vs PMTIX | |
| American Funds 2065 Target Date Retirement Fund | 0.01% | — | Mar 2020 | FFRGX vs FCQTX | |
| Principal LifeTime 2040 Fund | 0.01% | — | Feb 2001 | FFRGX vs PTDIX |
Best Risk-Adjusted Alternatives to FFRGX
FFRGX has a PortfoliosLab risk / return rank of 59. There are 450 mutual funds in the Target Retirement Date category with higher risk-adjusted ranks, going as high as 86.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| State Street Target Retirement Fund | 86 | — | Sep 2014 | FFRGX vs SSFNX | |
| USAA Target Retirement Income Fund | 85 | — | Jul 2008 | FFRGX vs URINX | |
| Prudential Day One Income Fund | 85 | — | Dec 2016 | FFRGX vs PDAHX | |
| Putnam Retirement Advantage Maturity Fund | 84 | — | Dec 2019 | FFRGX vs PADLX | |
| USAA Target Retirement 2030 Fund | 84 | — | Jul 2008 | FFRGX vs URTRX |
Top Performing FFRGX Alternatives (YTD)
FFRGX is at 11.05% YTD. There are 93 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 13.54%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| USAA Target Retirement 2060 Fund | 13.54% | — | Jul 2013 | FFRGX vs URSIX | |
| USAA Target Retirement 2050 Fund | 13.05% | — | Jul 2008 | FFRGX vs URFFX | |
| Fidelity Flex Freedom Blend 2060 Fund | 12.35% | — | Jun 2017 | FFRGX vs FWLSX | |
| Fidelity Flex Freedom Blend 2055 Fund | 12.26% | — | Jun 2017 | FFRGX vs FQLSX | |
| Fidelity Flex Freedom Blend 2065 Fund | 12.26% | — | Jun 2019 | FFRGX vs FDFPX |
Lowest Volatility Alternatives to FFRGX
FFRGX has 15.07% 1-year volatility. There are 643 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.51%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.51% | — | Nov 2015 | FFRGX vs TDIFX | |
| Fidelity Freedom Index Retirement Fund Investor Cl... | 4.44% | — | Oct 2009 | FFRGX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.47% | — | Oct 2009 | FFRGX vs FFGZX | |
| MFS Lifetime Income Fund | 4.51% | — | Sep 2005 | FFRGX vs MLLIX | |
| Dimensional 2015 Target Date Retirement Income Fun... | 4.52% | — | Nov 2015 | FFRGX vs DRIQX |
Lowest Drawdown Alternatives to FFRGX
FFRGX has a 1-year max drawdown of -10.16%. There are 647 mutual funds in the Target Retirement Date category with shallower 1-year drawdowns, going as shallow as -2.61%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | -2.61% | — | Nov 2015 | FFRGX vs TDIFX | |
| Fidelity Freedom Index Retirement Fund Investor Cl... | -3.32% | — | Oct 2009 | FFRGX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | FFRGX vs FFGZX | |
| Dimensional 2015 Target Date Retirement Income Fun... | -3.47% | — | Nov 2015 | FFRGX vs DRIQX | |
| Putnam RetirementReady Maturity Fund | -3.50% | — | Oct 2004 | FFRGX vs PRMYX |
Other Mutual Funds from Fidelity
The 10 most viewed Fidelity mutual funds shown here include FXAIX, FSELX, FZROX and span 6 categories. AUM among these funds goes as high as $176B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | S&P 500 | 64 | 9.35% | — | Feb 1988 | FFRGX vs FXAIX | |
| Fidelity Select Semiconductors Portfolio | Semiconductors, Technology Equities | 80 | 48.22% | — | Jul 1985 | FFRGX vs FSELX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 64 | 9.94% | — | — | FFRGX vs FZROX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 63 | 9.87% | — | — | FFRGX vs FSKAX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 11 | -0.52% | — | — | FFRGX vs FSPGX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 40 | 10.15% | — | Dec 1987 | FFRGX vs FBGRX | |
| Fidelity Contrafund | Large Cap Growth Equities | 28 | 5.62% | 176.32B | May 1967 | FFRGX vs FCNTX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 59 | 9.06% | — | — | FFRGX vs FNILX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 70 | 12.57% | — | Nov 1997 | FFRGX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 73 | 12.99% | — | Jun 2016 | FFRGX vs FTIHX |
Often Compared With FFRGX
Investors most often compare FFRGX with FPTKX, FFSDX, FHVDX. These 20 comparison targets span 1 categories, based on PortfoliosLab usage data.
Compare FFRGX with Any Fund or Stock
Compare FFRGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FFRGX with funds that move differently
Fidelity Advisor 529 Aggressive Growth Portfolio Class D alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FFRGX.
Explore FFRGX Diversifiers