Fidelity Advisor Asset Manager 70% Fund Class Z (FIQBX) 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 FIQBX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FIQBX
FIQBX charges 0.60% annually. There are 228 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 | FIQBX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | FIQBX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | FIQBX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | FIQBX vs BWBIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | FIQBX vs FYMIX |
Best Risk-Adjusted Alternatives to FIQBX
FIQBX has a PortfoliosLab risk / return rank of 77. There are 116 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 | FIQBX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | FIQBX vs TIBIX | |
| Allspring Diversified Capital Builder Fund | 97 | — | Jan 1998 | FIQBX vs EKBAX | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | FIQBX vs NWQIX | |
| Fidelity Strategic Real Return Fund Class K6 | 96 | — | Sep 2005 | FIQBX vs FSRKX |
Top Performing FIQBX Alternatives (YTD)
FIQBX is at 11.43% YTD. There are 54 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 36.56%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 36.56% | — | Jan 1998 | FIQBX vs EKBAX | |
| Greenspring Fund | 21.59% | — | Jun 1983 | FIQBX vs GRSPX | |
| Thornburg Investment Income Builder Fund Class I | 17.96% | — | Dec 2002 | FIQBX vs TIBIX | |
| MH Elite Small Cap Fund of Funds Fund | 17.53% | — | Aug 1998 | FIQBX vs MHELX | |
| Disciplined Growth Investors Fund | 17.45% | — | Aug 2011 | FIQBX vs DGIFX |
Lowest Volatility Alternatives to FIQBX
FIQBX has 10.33% 1-year volatility. There are 431 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 | FIQBX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.63% | — | Apr 2012 | FIQBX vs SCLAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.80% | — | Nov 2003 | FIQBX vs SICIX | |
| Ave Maria Bond Fund | 2.93% | — | Apr 2003 | FIQBX vs AVEFX | |
| American Funds College 2027 Fund | 3.03% | — | Sep 2012 | FIQBX vs CSTAX |
Lowest Drawdown Alternatives to FIQBX
FIQBX has a 1-year max drawdown of -7.97%. There are 428 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 | FIQBX vs STDAX | |
| Fidelity Strategic Real Return Fund Class K6 | -1.93% | — | Sep 2005 | FIQBX vs FSRKX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | -1.94% | — | Oct 2018 | FIQBX vs FIQDX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | -1.99% | — | Sep 2005 | FIQBX vs FCSRX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | -2.05% | — | Sep 2005 | FIQBX vs FSIRX |
Other Mutual Funds from BlackRock
The 10 most viewed BlackRock mutual funds shown here include NASDX, VFAIX, VTMFX and span 10 categories. AUM among these funds goes as high as $29B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Shelton Capital Management Nasdaq-100 Index Fund D... | Large Cap Growth Equities | 75 | 21.38% | — | Jan 2000 | FIQBX vs NASDX | |
| Vanguard Financials Index Fund Admiral Shares | Financials Equities | 4 | -5.08% | 13.70B | Feb 2004 | FIQBX vs VFAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | Diversified Portfolio | 81 | 6.03% | 11.90B | Sep 1994 | FIQBX vs VTMFX | |
| Vanguard Tax-Managed Capital Appreciation Fund Adm... | Large Cap Blend Equities | 70 | 11.31% | 28.60B | Sep 1994 | FIQBX vs VTCLX | |
| iShares S&P 500 Index Fund | S&P 500 | 73 | 11.69% | — | Jul 1993 | FIQBX vs WFSPX | |
| BlackRock ESG Capital Allocation Term Trust | Derivative Income, ESG | 28 | 11.23% | — | Sep 2021 | FIQBX vs ECAT | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 69 | 13.10% | — | May 2011 | FIQBX vs LIVIX | |
| BlackRock Global Long/Short Equity Fund Class I | Long-Short | 92 | 12.48% | — | Dec 2012 | FIQBX vs BDMIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 77 | 11.93% | — | Dec 1991 | FIQBX vs FASGX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 67 | 15.25% | — | Jul 2010 | FIQBX vs ASFYX |
Often Compared With FIQBX
Investors most often compare FIQBX with QBDSX, BLNDX, FSRRX. These 6 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Quantified Managed Income Fund | Diversified Portfolio | 7 | 0.25% | — | Aug 2013 | FIQBX vs QBDSX | |
| Standpoint Multi-Asset Fund Institutional | Diversified Portfolio | 75 | 17.17% | — | Dec 2019 | FIQBX vs BLNDX | |
| Fidelity Strategic Real Return Fund | Diversified Portfolio | 96 | 8.69% | — | Sep 2005 | FIQBX vs FSRRX | |
| ICON Equity Income Fund | Diversified Portfolio | 70 | 13.83% | — | May 2004 | FIQBX vs IOEZX | |
| DFA Global Allocation 25/75 Portfolio | Diversified Portfolio | 89 | 4.30% | — | Dec 2003 | FIQBX vs DGTSX | |
| PGIM Real Assets Fund | Diversified Portfolio | 89 | 13.05% | — | Dec 2010 | FIQBX vs PUDZX |
Compare FIQBX with Any Fund or Stock
Compare FIQBX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FIQBX with funds that move differently
Fidelity Advisor Asset Manager 70% Fund Class Z alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FIQBX.
Explore FIQBX Diversifiers