Fidelity Health Savings Fund (FHLSX) Alternatives
Fidelity Health Savings Fund (FHLSX) 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 FHLSX. 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 FHLSX
FHLSX charges 0.47% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among FHLSX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | FHLSX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | FHLSX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | FHLSX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | FHLSX vs BWBIX | |
| Mutual of America Aggressive Allocation Fund | 0.05% | Nov 29, 2021 | FHLSX vs MAANX |
Best Risk-Adjusted Alternatives to FHLSX
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 | FHLSX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | FHLSX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | FHLSX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | FHLSX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | FHLSX vs PMAIX |
Top Performing FHLSX Alternatives (YTD)
FHLSX 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 | FHLSX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | FHLSX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | FHLSX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | FHLSX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | FHLSX vs CONWX |
Lowest Volatility Alternatives to FHLSX
FHLSX 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 | FHLSX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | FHLSX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | FHLSX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | FHLSX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | FHLSX vs SICIX |
Lowest Drawdown Alternatives to FHLSX
FHLSX 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 | FHLSX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | FHLSX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | FHLSX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | FHLSX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | FHLSX 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 | FHLSX vs FXAIX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 46 | -6.77% | — | FHLSX vs FZROX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 28 | -13.03% | — | FHLSX vs FSPGX | |
| Fidelity Select Semiconductors Portfolio | Technology Equities | 94 | 0.00% | Jul 29, 1985 | FHLSX vs FSELX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 45 | -6.77% | — | FHLSX vs FSKAX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 54 | -11.15% | Dec 31, 1987 | FHLSX vs FBGRX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 45 | -7.30% | — | FHLSX vs FNILX | |
| Fidelity Contrafund Fund | Large Cap Growth Equities | 44 | -8.57% | May 17, 1967 | FHLSX vs FCNTX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 64 | -1.94% | Nov 5, 1997 | FHLSX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 79 | -1.15% | Jun 7, 2016 | FHLSX vs FTIHX |
Compare FHLSX with Any Fund or Stock
Compare FHLSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.