Fidelity Health Savings Index Fund (FHSNX) 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 FHSNX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FHSNX
FHSNX charges 0.20% annually. There are 69 mutual funds in the Diversified Portfolio category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | — | Jan 2022 | FHSNX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | FHSNX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | FHSNX vs TSAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | FHSNX vs VTMFX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | FHSNX vs FYMIX |
Best Risk-Adjusted Alternatives to FHSNX
FHSNX has a PortfoliosLab risk / return rank of 69. There are 130 mutual funds in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | — | Nov 2003 | FHSNX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 97 | — | Dec 2002 | FHSNX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | FHSNX vs NWQIX | |
| Pioneer Balanced ESG Fund | 94 | — | Dec 1991 | FHSNX vs AYBLX | |
| Victory Pioneer Balanced Fund Class A | 94 | — | Dec 1991 | FHSNX vs AOBLX |
Top Performing FHSNX Alternatives (YTD)
FHSNX is at 5.36% YTD. There are 341 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 34.22%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 34.22% | — | Jan 1998 | FHSNX vs EKBAX | |
| MH Elite Small Cap Fund of Funds Fund | 22.41% | — | Aug 1998 | FHSNX vs MHELX | |
| Greenspring Fund | 21.71% | — | Jun 1983 | FHSNX vs GRSPX | |
| ICON Equity Income Fund | 17.00% | — | May 2004 | FHSNX vs IOEZX | |
| Disciplined Growth Investors Fund | 15.90% | — | Aug 2011 | FHSNX vs DGIFX |
Lowest Volatility Alternatives to FHSNX
FHSNX has 5.86% 1-year volatility. There are 91 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.85%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.85% | — | Nov 2003 | FHSNX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.82% | — | Nov 2003 | FHSNX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.84% | — | Apr 2012 | FHSNX vs SCLAX | |
| Ave Maria Bond Fund | 2.98% | — | Apr 2003 | FHSNX vs AVEFX | |
| American Funds College 2027 Fund | 3.09% | — | Sep 2012 | FHSNX vs CSTAX |
Lowest Drawdown Alternatives to FHSNX
FHSNX has a 1-year max drawdown of -4.41%. There are 81 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 | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.36% | — | Nov 2003 | FHSNX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | FHSNX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | FHSNX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | FHSNX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | FHSNX vs CSTAX |
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 | 59 | 9.96% | — | Feb 1988 | FHSNX vs FXAIX | |
| Fidelity Select Semiconductors Portfolio | Semiconductors, Technology Equities | 93 | 71.48% | — | Jul 1985 | FHSNX vs FSELX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 61 | 10.79% | — | — | FHSNX vs FZROX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 60 | 10.82% | — | — | FHSNX vs FSKAX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 20 | 4.22% | — | — | FHSNX vs FSPGX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 63 | 16.13% | — | Dec 1987 | FHSNX vs FBGRX | |
| Fidelity Contrafund | Large Cap Growth Equities | 38 | 10.07% | 176.32B | May 1967 | FHSNX vs FCNTX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 55 | 9.80% | — | — | FHSNX vs FNILX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 31 | 8.82% | — | Nov 1997 | FHSNX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 49 | 12.47% | — | Jun 2016 | FHSNX vs FTIHX |
Often Compared With FHSNX
Investors most often compare FHSNX with AAAAX, BWBIX, CONWX. These 16 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare FHSNX with Any Fund or Stock
Compare FHSNX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FHSNX with funds that move differently
Fidelity Health Savings Index Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FHSNX.
Explore FHSNX Diversifiers