Fidelity Advisor Strategic Real Return Fund Class Z (FIQDX) 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 FIQDX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FIQDX
FIQDX charges 0.61% annually. There are 243 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 | FIQDX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | FIQDX vs PALDX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | FIQDX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | FIQDX vs TSAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | FIQDX vs VTMFX |
Best Risk-Adjusted Alternatives to FIQDX
FIQDX has a PortfoliosLab risk / return rank of 88. There are 38 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 | FIQDX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | FIQDX vs TIBIX | |
| Davis Appreciation & Income Fund | 96 | — | Apr 1992 | FIQDX vs RPFCX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | FIQDX vs NWQIX | |
| Pioneer Balanced ESG Fund | 95 | — | Dec 1991 | FIQDX vs AYBLX |
Top Performing FIQDX Alternatives (YTD)
FIQDX is at 6.68% YTD. There are 334 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 34.75%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 34.75% | — | Jan 1998 | FIQDX vs EKBAX | |
| ICON Equity Income Fund | 21.52% | — | May 2004 | FIQDX vs IOEZX | |
| Disciplined Growth Investors Fund | 21.03% | — | Aug 2011 | FIQDX vs DGIFX | |
| Greenspring Fund | 20.97% | — | Jun 1983 | FIQDX vs GRSPX | |
| Thornburg Investment Income Builder Fund Class I | 18.81% | — | Dec 2002 | FIQDX vs TIBIX |
Lowest Volatility Alternatives to FIQDX
FIQDX has 4.89% 1-year volatility. There are 39 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 | FIQDX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.81% | — | Nov 2003 | FIQDX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.94% | — | Apr 2012 | FIQDX vs SCLAX | |
| Ave Maria Bond Fund | 3.10% | — | Apr 2003 | FIQDX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | FIQDX vs CSTAX |
Lowest Drawdown Alternatives to FIQDX
FIQDX has a 1-year max drawdown of -3.63%. There are 32 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 | FIQDX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | FIQDX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | FIQDX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | FIQDX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | FIQDX vs CSTAX |
Other Mutual Funds from Fidelity
The 10 most viewed Fidelity mutual funds shown here include FXAIX, FSELX, FZROX and span 6 categories. AUM among these funds goes as high as $176B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | S&P 500 | 70 | 13.76% | — | Feb 1988 | FIQDX vs FXAIX | |
| Fidelity Select Semiconductors Portfolio | Semiconductors, Technology Equities | 82 | 59.70% | — | Jul 1985 | FIQDX vs FSELX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 70 | 14.34% | — | — | FIQDX vs FZROX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 68 | 14.27% | — | — | FIQDX vs FSKAX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 17 | 5.34% | — | — | FIQDX vs FSPGX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 45 | 16.93% | — | Dec 1987 | FIQDX vs FBGRX | |
| Fidelity Contrafund | Large Cap Growth Equities | 30 | 11.14% | 176.32B | May 1967 | FIQDX vs FCNTX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 65 | 13.48% | — | — | FIQDX vs FNILX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 54 | 13.72% | — | Nov 1997 | FIQDX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 64 | 15.36% | — | Jun 2016 | FIQDX vs FTIHX |
Often Compared With FIQDX
Investors most often compare FIQDX with PIRMX, FAPSX, VASIX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare FIQDX with Any Fund or Stock
Compare FIQDX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FIQDX with funds that move differently
Fidelity Advisor Strategic Real Return Fund Class Z alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FIQDX.
Explore FIQDX Diversifiers