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 | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | FHSNX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | FHSNX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | FHSNX vs BWBIX |
Best Risk-Adjusted Alternatives to FHSNX
FHSNX has a PortfoliosLab risk / return rank of 76. There are 107 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 | 98 | — | Dec 2002 | FHSNX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | FHSNX vs NWQIX | |
| Davis Appreciation & Income Fund | 95 | — | Apr 1992 | FHSNX vs RPFCX | |
| Fidelity Strategic Real Return Fund | 95 | — | Sep 2005 | FHSNX vs FSRRX |
Top Performing FHSNX Alternatives (YTD)
FHSNX is at 5.21% YTD. There are 338 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 29.12%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 29.12% | — | Jan 1998 | FHSNX vs EKBAX | |
| ICON Equity Income Fund | 20.77% | — | May 2004 | FHSNX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 17.74% | — | Dec 2002 | FHSNX vs TIBIX | |
| Greenspring Fund | 16.72% | — | Jun 1983 | FHSNX vs GRSPX | |
| Bruce Fund | 16.02% | — | Mar 1968 | FHSNX vs BRUFX |
Lowest Volatility Alternatives to FHSNX
FHSNX has 6.05% 1-year volatility. There are 99 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.86% | — | Nov 2003 | FHSNX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.81% | — | Nov 2003 | FHSNX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.91% | — | Apr 2012 | FHSNX vs SCLAX | |
| Ave Maria Bond Fund | 3.00% | — | Apr 2003 | FHSNX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | 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 | 64 | 9.35% | — | Feb 1988 | FHSNX vs FXAIX | |
| Fidelity Select Semiconductors Portfolio | Semiconductors, Technology Equities | 80 | 48.22% | — | Jul 1985 | FHSNX vs FSELX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 64 | 9.94% | — | — | FHSNX vs FZROX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 63 | 9.87% | — | — | FHSNX vs FSKAX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 11 | -0.52% | — | — | FHSNX vs FSPGX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 40 | 10.15% | — | Dec 1987 | FHSNX vs FBGRX | |
| Fidelity Contrafund | Large Cap Growth Equities | 28 | 5.62% | 176.32B | May 1967 | FHSNX vs FCNTX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 59 | 9.06% | — | — | FHSNX vs FNILX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 70 | 12.57% | — | Nov 1997 | FHSNX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 73 | 12.99% | — | Jun 2016 | FHSNX vs FTIHX |
Often Compared With FHSNX
Investors most often compare FHSNX with AAAAX, CONWX, BERIX. These 20 comparison targets span 3 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