Fidelity Advisor Asset Manager 40% Fund Class Z (FIKYX) 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 FIKYX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FIKYX
FIKYX 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 | FIKYX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | FIKYX vs PALDX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | FIKYX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | FIKYX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | FIKYX vs BWBIX |
Best Risk-Adjusted Alternatives to FIKYX
FIKYX has a PortfoliosLab risk / return rank of 68. There are 206 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 | FIKYX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | FIKYX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | FIKYX vs NWQIX | |
| Davis Appreciation & Income Fund | 95 | — | Apr 1992 | FIKYX vs RPFCX | |
| Fidelity Strategic Real Return Fund | 95 | — | Sep 2005 | FIKYX vs FSRRX |
Top Performing FIKYX Alternatives (YTD)
FIKYX is at 5.74% YTD. There are 309 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 | FIKYX vs EKBAX | |
| ICON Equity Income Fund | 20.77% | — | May 2004 | FIKYX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 17.74% | — | Dec 2002 | FIKYX vs TIBIX | |
| Greenspring Fund | 16.72% | — | Jun 1983 | FIKYX vs GRSPX | |
| Bruce Fund | 16.02% | — | Mar 1968 | FIKYX vs BRUFX |
Lowest Volatility Alternatives to FIKYX
FIKYX has 7.41% 1-year volatility. There are 182 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 | FIKYX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.81% | — | Nov 2003 | FIKYX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.91% | — | Apr 2012 | FIKYX vs SCLAX | |
| Ave Maria Bond Fund | 3.00% | — | Apr 2003 | FIKYX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | FIKYX vs CSTAX |
Lowest Drawdown Alternatives to FIKYX
FIKYX has a 1-year max drawdown of -5.20%. There are 149 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 | FIKYX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | FIKYX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | FIKYX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | FIKYX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | FIKYX vs CSTAX |
Other Mutual Funds from BlackRock
The 10 most viewed BlackRock mutual funds shown here include ECAT, WFSPX, BDMIX and span 10 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| BlackRock ESG Capital Allocation Term Trust | Tactical Allocation, Derivative Income, ESG | 29 | 10.45% | — | Sep 2021 | FIKYX vs ECAT | |
| iShares S&P 500 Index Fund Class K | S&P 500 | 63 | 9.34% | — | Jul 1993 | FIKYX vs WFSPX | |
| BlackRock Global Equity Market Neutral Fund Class ... | Equity Market Neutral | 97 | 12.04% | — | Dec 2012 | FIKYX vs BDMIX | |
| BlackRock LifePath Index 2055 Fund - Institutional... | Target Retirement Date | 70 | 11.03% | — | May 2011 | FIKYX vs LIVIX | |
| BlackRock Enhanced Equity Dividend Trust | Derivative Income | 64 | 8.08% | — | Aug 2005 | FIKYX vs BDJ | |
| BlackRock Technology Opportunities Fund Investor A | Technology Equities | 30 | 22.08% | — | May 2000 | FIKYX vs BGSAX | |
| BlackRock Global Equity Market Neutral Fund Invest... | Equity Market Neutral | 97 | 11.82% | — | Dec 2012 | FIKYX vs BDMAX | |
| BlackRock Equity Dividend Fund | Large Cap Value Equities | 87 | 15.65% | — | Nov 1988 | FIKYX vs MADVX | |
| BlackRock Strategic Income Opportunities Fund Clas... | Total Bond Market | 64 | 1.03% | — | Feb 2008 | FIKYX vs BSIIX | |
| BlackRock High Yield K | High Yield Bonds | 78 | 1.22% | — | Jan 2001 | FIKYX vs BRHYX |
Often Compared With FIKYX
Investors most often compare FIKYX with ASFYX, FSRKX, NASDX. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare FIKYX with Any Fund or Stock
Compare FIKYX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FIKYX with funds that move differently
Fidelity Advisor Asset Manager 40% Fund Class Z alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FIKYX.
Explore FIKYX Diversifiers