Fidelity Health Savings Fund Class K (FHLKX) Alternatives
Fidelity Health Savings Fund Class K (FHLKX) 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 FHLKX. 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 FHLKX
FHLKX charges 0.37% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among FHLKX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | FHLKX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | FHLKX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | FHLKX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | FHLKX vs BWBIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | Feb 9, 2022 | FHLKX vs FYMIX |
Best Risk-Adjusted Alternatives to FHLKX
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 | FHLKX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | FHLKX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | FHLKX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | FHLKX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | FHLKX vs PMAIX |
Top Performing FHLKX Alternatives (YTD)
FHLKX 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 | FHLKX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | FHLKX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | FHLKX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | FHLKX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | FHLKX vs CONWX |
Lowest Volatility Alternatives to FHLKX
FHLKX 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 | FHLKX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | FHLKX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | FHLKX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | FHLKX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | FHLKX vs SICIX |
Lowest Drawdown Alternatives to FHLKX
FHLKX 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 | FHLKX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | FHLKX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | FHLKX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | FHLKX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | FHLKX vs SICIX |
Other Mutual Funds from Fidelity
Most popular Fidelity mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | S&P 500 | 46 | -7.05% | Feb 17, 1988 | FHLKX vs FXAIX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 46 | -6.77% | — | FHLKX vs FZROX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 28 | -13.03% | — | FHLKX vs FSPGX | |
| Fidelity Select Semiconductors Portfolio | Technology Equities | 94 | 0.00% | Jul 29, 1985 | FHLKX vs FSELX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 45 | -6.77% | — | FHLKX vs FSKAX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 54 | -11.15% | Dec 31, 1987 | FHLKX vs FBGRX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 45 | -7.30% | — | FHLKX vs FNILX | |
| Fidelity Contrafund Fund | Large Cap Growth Equities | 44 | -8.57% | May 17, 1967 | FHLKX vs FCNTX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 64 | -1.94% | Nov 5, 1997 | FHLKX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 79 | -1.15% | Jun 7, 2016 | FHLKX vs FTIHX |
Often Compared With FHLKX
What investors most often compare with FHLKX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2030 Fund Institutional Pre... | Target Retirement Date | 69 | -2.61% | Oct 2, 2009 | FHLKX vs FFEGX | |
| Fidelity Freedom Index 2035 Fund Institutional Pre... | Target Retirement Date | 68 | -2.97% | Oct 2, 2009 | FHLKX vs FFEZX | |
| Fidelity Balanced Fund | Diversified Portfolio | 73 | -3.70% | Nov 6, 1986 | FHLKX vs FBALX | |
| Timothy Plan Defensive Strategies Fund | Diversified Portfolio | 93 | 7.48% | Nov 3, 2009 | FHLKX vs TPDAX | |
| Quantified Managed Income Fund | Diversified Portfolio | 26 | -0.76% | Aug 8, 2013 | FHLKX vs QBDSX | |
| Allspring Diversified Capital Builder Fund | Diversified Portfolio | 90 | 4.55% | Jan 19, 1998 | FHLKX vs EKBAX | |
| Kinetics The Global Fund | Diversified Portfolio | 12 | 5.17% | Dec 30, 1999 | FHLKX vs WWWEX | |
| Mutual of America Aggressive Allocation Fund | Diversified Portfolio | 44 | -3.18% | Nov 29, 2021 | FHLKX vs MAANX |
Compare FHLKX with Any Fund or Stock
Compare FHLKX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.