Fidelity Health Savings Index Fund (FHSNX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to FHSNX
FHSNX charges 0.20% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among FHSNX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | FHSNX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | FHSNX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | FHSNX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | FHSNX vs BWBIX | |
| Mutual of America Aggressive Allocation Fund | 0.05% | Nov 29, 2021 | FHSNX vs MAANX |
Best Risk-Adjusted Alternatives to FHSNX
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 | FHSNX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | FHSNX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | FHSNX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | FHSNX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | FHSNX vs PMAIX |
Top Performing FHSNX Alternatives (YTD)
FHSNX 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 | FHSNX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | FHSNX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | FHSNX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | FHSNX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | FHSNX vs CONWX |
Lowest Volatility Alternatives to FHSNX
FHSNX 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 | FHSNX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | FHSNX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | FHSNX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | FHSNX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | FHSNX vs SICIX |
Lowest Drawdown Alternatives to FHSNX
FHSNX 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 | FHSNX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | FHSNX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | FHSNX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | FHSNX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | FHSNX 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 | FHSNX vs FXAIX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 46 | -6.77% | — | FHSNX vs FZROX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 28 | -13.03% | — | FHSNX vs FSPGX | |
| Fidelity Select Semiconductors Portfolio | Technology Equities | 94 | 0.00% | Jul 29, 1985 | FHSNX vs FSELX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 45 | -6.77% | — | FHSNX vs FSKAX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 54 | -11.15% | Dec 31, 1987 | FHSNX vs FBGRX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 45 | -7.30% | — | FHSNX vs FNILX | |
| Fidelity Contrafund Fund | Large Cap Growth Equities | 44 | -8.57% | May 17, 1967 | FHSNX vs FCNTX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 64 | -1.94% | Nov 5, 1997 | FHSNX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 79 | -1.15% | Jun 7, 2016 | FHSNX vs FTIHX |
Compare FHSNX with Any Fund or Stock
Compare FHSNX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.