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 188 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 | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | FIKYX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | FIKYX vs FYMIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | FIKYX vs BWBIX |
Best Risk-Adjusted Alternatives to FIKYX
FIKYX has a PortfoliosLab risk / return rank of 78. There are 75 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 | 97 | — | Dec 2009 | FIKYX vs NWQIX | |
| Allspring Diversified Capital Builder Fund | 95 | — | Jan 1998 | FIKYX vs EKBAX | |
| Pioneer Balanced ESG Fund | 95 | — | Dec 1991 | FIKYX vs AYBLX |
Top Performing FIKYX Alternatives (YTD)
FIKYX is at 7.46% YTD. There are 214 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 38.34%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 38.34% | — | Jan 1998 | FIKYX vs EKBAX | |
| Greenspring Fund | 21.91% | — | Jun 1983 | FIKYX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 20.27% | — | Aug 1998 | FIKYX vs MHELX | |
| Thornburg Investment Income Builder Fund Class I | 17.52% | — | Dec 2002 | FIKYX vs TIBIX | |
| Sound Mind Investing Fund | 15.84% | — | Dec 2005 | FIKYX vs SMIFX |
Lowest Volatility Alternatives to FIKYX
FIKYX has 7.15% 1-year volatility. There are 174 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 | FIKYX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.83% | — | Apr 2012 | FIKYX vs SCLAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.86% | — | Nov 2003 | FIKYX vs SICIX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | FIKYX vs AVEFX | |
| American Funds College 2027 Fund | 3.14% | — | Sep 2012 | FIKYX vs CSTAX |
Lowest Drawdown Alternatives to FIKYX
FIKYX has a 1-year max drawdown of -5.20%. There are 151 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 | |
| Fidelity Strategic Real Return Fund Class K6 | -2.68% | — | Sep 2005 | FIKYX vs FSRKX |
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 | 30 | 11.26% | — | Sep 2021 | FIKYX vs ECAT | |
| iShares S&P 500 Index Fund Class K | S&P 500 | 65 | 9.77% | — | Jul 1993 | FIKYX vs WFSPX | |
| BlackRock Global Long/Short Equity Fund Class I | Long-Short | 96 | 13.03% | — | Dec 2012 | FIKYX vs BDMIX | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 69 | 12.39% | — | May 2011 | FIKYX vs LIVIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 77 | 11.90% | — | Dec 1991 | FIKYX vs FASGX | |
| BlackRock Enhanced Equity Dividend Fund | Derivative Income | 28 | 1.80% | — | Aug 2005 | FIKYX vs BDJ | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 64 | 11.89% | — | Jul 2010 | FIKYX vs ASFYX | |
| BlackRock Technology Opportunities Fund Investor A | Technology Equities | 69 | 43.67% | — | Apr 2000 | FIKYX vs BGSAX | |
| Fidelity Asset Manager 40% Fund | Diversified Portfolio | 79 | 7.45% | — | Oct 2007 | FIKYX vs FFANX | |
| Fidelity Asset Manager 85% Fund | Diversified Portfolio | 77 | 14.17% | — | Sep 1999 | FIKYX vs FAMRX |
Often Compared With FIKYX
Investors most often compare FIKYX with FIQDX, NASDX, BLNDX. These 13 comparison targets span 5 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