Fidelity Advisor Asset Manager 30% Fund Class Z (FIKWX) 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 FIKWX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FIKWX
FIKWX charges 0.50% annually. There are 187 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 | FIKWX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | FIKWX vs PALDX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | FIKWX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | FIKWX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | FIKWX vs BWBIX |
Best Risk-Adjusted Alternatives to FIKWX
FIKWX has a PortfoliosLab risk / return rank of 72. There are 146 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 | FIKWX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | FIKWX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | FIKWX vs NWQIX | |
| Davis Appreciation & Income Fund | 95 | — | Apr 1992 | FIKWX vs RPFCX | |
| Fidelity Strategic Real Return Fund | 95 | — | Sep 2005 | FIKWX vs FSRRX |
Top Performing FIKWX Alternatives (YTD)
FIKWX is at 4.77% YTD. There are 376 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 | FIKWX vs EKBAX | |
| ICON Equity Income Fund | 20.77% | — | May 2004 | FIKWX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 17.74% | — | Dec 2002 | FIKWX vs TIBIX | |
| Greenspring Fund | 16.72% | — | Jun 1983 | FIKWX vs GRSPX | |
| Bruce Fund | 16.02% | — | Mar 1968 | FIKWX vs BRUFX |
Lowest Volatility Alternatives to FIKWX
FIKWX has 5.99% 1-year volatility. There are 90 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 | FIKWX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.81% | — | Nov 2003 | FIKWX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.91% | — | Apr 2012 | FIKWX vs SCLAX | |
| Ave Maria Bond Fund | 3.00% | — | Apr 2003 | FIKWX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | FIKWX vs CSTAX |
Lowest Drawdown Alternatives to FIKWX
FIKWX has a 1-year max drawdown of -4.32%. There are 71 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 | FIKWX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | FIKWX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | FIKWX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | FIKWX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | FIKWX vs CSTAX |
Other Mutual Funds from BlackRock
The 10 most viewed BlackRock mutual funds shown here include ECAT, WFSPX, BDMIX and span 10 categories. AUM among these funds goes as high as $12B.
Often Compared With FIKWX
Investors most often compare FIKWX with ASFYX, FSIRX, VTMFX. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare FIKWX with Any Fund or Stock
Compare FIKWX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FIKWX with funds that move differently
Fidelity Advisor Asset Manager 30% Fund Class Z alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FIKWX.
Explore FIKWX Diversifiers