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 635 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 2055 Fund | 0.01% | — | Feb 2008 | FFRGX vs LTFIX | |
| John Hancock Funds Multi-Index 2060 Lifetime Portf... | 0.01% | — | Mar 2016 | FFRGX vs JIEHX | |
| Principal LifeTime 2040 Fund | 0.01% | — | Feb 2001 | FFRGX vs PTDIX | |
| Principal LifeTime 2045 Fund | 0.01% | — | Feb 2008 | FFRGX vs LTRIX | |
| Principal LifeTime 2030 Fund | 0.01% | — | Feb 2001 | FFRGX vs PMTIX |
Best Risk-Adjusted Alternatives to FFRGX
FFRGX has a PortfoliosLab risk / return rank of 69. There are 331 mutual funds in the Target Retirement Date category with higher risk-adjusted ranks, going as high as 89.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Putnam Retirement Advantage Maturity Fund | 89 | — | Dec 2019 | FFRGX vs PADLX | |
| State Street Target Retirement Fund | 88 | — | Sep 2014 | FFRGX vs SSFNX | |
| Prudential Day One Income Fund | 85 | — | Dec 2016 | FFRGX vs PDAHX | |
| State Street Target Retirement 2025 Fund | 85 | — | Sep 2014 | FFRGX vs SSBRX | |
| Dimensional 2060 Target Date Retirement Income Fun... | 83 | — | Nov 2015 | FFRGX vs DRILX |
Top Performing FFRGX Alternatives (YTD)
FFRGX is at 12.95% YTD. There are 83 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 14.17%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Flex Freedom Blend 2060 Fund | 14.17% | — | Jun 2017 | FFRGX vs FWLSX | |
| Fidelity Flex Freedom Blend 2065 Fund | 14.11% | — | Jun 2019 | FFRGX vs FDFPX | |
| Fidelity Flex Freedom Blend 2055 Fund | 14.07% | — | Jun 2017 | FFRGX vs FQLSX | |
| Fidelity Freedom Blend 2055 Fund Class K6 | 14.04% | — | Aug 2018 | FFRGX vs FHDDX | |
| Fidelity Freedom Blend 2065 Fund Class K6 | 14.03% | — | Jun 2019 | FFRGX vs FFBQX |
Lowest Volatility Alternatives to FFRGX
FFRGX has 13.49% 1-year volatility. There are 666 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.33%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.33% | — | Nov 2015 | FFRGX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | 3.98% | — | Oct 2009 | FFRGX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.01% | — | Oct 2009 | FFRGX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | 4.14% | — | Aug 2019 | FFRGX vs FRQHX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.15% | — | Aug 2007 | FFRGX vs FRQAX |
Lowest Drawdown Alternatives to FFRGX
FFRGX has a 1-year max drawdown of -10.16%. There are 670 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 Income Fund Investor Class | -3.32% | — | Oct 2009 | FFRGX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | FFRGX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | -3.41% | — | Aug 2019 | FFRGX vs FRQHX | |
| Fidelity Managed Retirement Income Fund Class K | -3.42% | — | Aug 2019 | FFRGX vs FRKMX |
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 | 73 | 11.71% | — | Feb 1988 | FFRGX vs FXAIX | |
| Fidelity Select Semiconductors Portfolio | Semiconductors, Technology Equities | 97 | 85.56% | — | Jul 1985 | FFRGX vs FSELX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 72 | 12.01% | — | — | FFRGX vs FZROX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 32 | 8.60% | — | — | FFRGX vs FSPGX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 71 | 12.08% | — | — | FFRGX vs FSKAX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 75 | 18.56% | — | Dec 1987 | FFRGX vs FBGRX | |
| Fidelity Contrafund | Large Cap Growth Equities | 35 | 7.76% | 176.32B | May 1967 | FFRGX vs FCNTX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 71 | 11.56% | — | — | FFRGX vs FNILX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 27 | 9.51% | — | Nov 1997 | FFRGX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 58 | 15.53% | — | Jun 2016 | FFRGX vs FTIHX |
Often Compared With FFRGX
Investors most often compare FFRGX with PLWIX, FPTKX, FFSDX. 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