Fidelity Advisor Asset Manager 20% Fund Class Z (FIKVX) 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 FIKVX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FIKVX
FIKVX charges 0.48% annually. There are 181 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 | FIKVX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | FIKVX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | FIKVX vs TSAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | FIKVX vs VTMFX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | FIKVX vs FYMIX |
Best Risk-Adjusted Alternatives to FIKVX
FIKVX has a PortfoliosLab risk / return rank of 83. There are 45 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 | FIKVX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | FIKVX vs TIBIX | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | FIKVX vs NWQIX | |
| Allspring Diversified Capital Builder Fund | 95 | — | Jan 1998 | FIKVX vs EKBAX | |
| Pioneer Balanced ESG Fund | 94 | — | Dec 1991 | FIKVX vs AYBLX |
Top Performing FIKVX Alternatives (YTD)
FIKVX is at 4.63% YTD. There are 406 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 36.76%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 36.76% | — | Jan 1998 | FIKVX vs EKBAX | |
| Greenspring Fund | 20.69% | — | Jun 1983 | FIKVX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 18.72% | — | Aug 1998 | FIKVX vs MHELX | |
| Thornburg Investment Income Builder Fund Class I | 17.68% | — | Dec 2002 | FIKVX vs TIBIX | |
| Sound Mind Investing Fund | 15.94% | — | Dec 2005 | FIKVX vs SMIFX |
Lowest Volatility Alternatives to FIKVX
FIKVX has 4.46% 1-year volatility. There are 20 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 | FIKVX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.82% | — | Apr 2012 | FIKVX vs SCLAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.85% | — | Nov 2003 | FIKVX vs SICIX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | FIKVX vs AVEFX | |
| American Funds College 2027 Fund | 3.13% | — | Sep 2012 | FIKVX vs CSTAX |
Lowest Drawdown Alternatives to FIKVX
FIKVX has a 1-year max drawdown of -3.28%. There are 21 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 | FIKVX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | FIKVX vs SCLAX | |
| Fidelity Strategic Real Return Fund Class K6 | -2.57% | — | Sep 2005 | FIKVX vs FSRKX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | FIKVX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | FIKVX vs SICIX |
Other Mutual Funds from BlackRock
The 10 most viewed BlackRock mutual funds shown here include ECAT, WFSPX, BDMIX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| BlackRock ESG Capital Allocation Term Trust | Tactical Allocation, Derivative Income, ESG | 34 | 12.06% | — | Sep 2021 | FIKVX vs ECAT | |
| iShares S&P 500 Index Fund Class K | S&P 500 | 66 | 10.17% | — | Jul 1993 | FIKVX vs WFSPX | |
| BlackRock Global Long/Short Equity Fund Class I | Long-Short | 95 | 12.96% | — | Dec 2012 | FIKVX vs BDMIX | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 67 | 12.50% | — | May 2011 | FIKVX vs LIVIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 76 | 12.03% | — | Dec 1991 | FIKVX vs FASGX | |
| BlackRock Enhanced Equity Dividend Fund | Derivative Income | 31 | 2.24% | — | Aug 2005 | FIKVX vs BDJ | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 60 | 11.24% | — | Jul 2010 | FIKVX vs ASFYX | |
| BlackRock Technology Opportunities Fund Investor A | Technology Equities | 66 | 43.57% | — | Apr 2000 | FIKVX vs BGSAX | |
| Fidelity Asset Manager 40% Fund | Diversified Portfolio | 79 | 7.59% | — | Oct 2007 | FIKVX vs FFANX | |
| Fidelity Asset Manager 85% Fund | Diversified Portfolio | 75 | 14.24% | — | Sep 1999 | FIKVX vs FAMRX |
Often Compared With FIKVX
Investors most often compare FIKVX with FSIRX, BWBIX, FCSRX. These 11 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare FIKVX with Any Fund or Stock
Compare FIKVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FIKVX with funds that move differently
Fidelity Advisor Asset Manager 20% Fund Class Z alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FIKVX.
Explore FIKVX Diversifiers