Fidelity Advisor Managed Retirement 2025 Fund Class I (FIRFX) belongs to the Target Retirement Date category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with FIRFX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FIRFX
FIRFX charges 0.48% annually. There are 398 mutual funds in the Target Retirement Date category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Principal LifeTime 2050 Fund | 0.01% | — | Feb 2001 | FIRFX vs PPLIX | |
| Principal LifeTime 2020 Fund | 0.01% | — | Feb 2001 | FIRFX vs PLWIX | |
| Principal LifeTime 2030 Fund | 0.01% | — | Feb 2001 | FIRFX vs PMTIX | |
| American Funds 2065 Target Date Retirement Fund | 0.01% | — | Mar 2020 | FIRFX vs FCQTX | |
| Principal LifeTime 2040 Fund | 0.01% | — | Feb 2001 | FIRFX vs PTDIX |
Best Risk-Adjusted Alternatives to FIRFX
Among 650 mutual funds in the Target Retirement Date category with risk / return rank data, the top risk-adjusted alternatives shown here go as high as 86.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| State Street Target Retirement Fund | 86 | — | Sep 2014 | FIRFX vs SSFNX | |
| USAA Target Retirement Income Fund | 85 | — | Jul 2008 | FIRFX vs URINX | |
| Prudential Day One Income Fund | 85 | — | Dec 2016 | FIRFX vs PDAHX | |
| Putnam Retirement Advantage Maturity Fund | 84 | — | Dec 2019 | FIRFX vs PADLX | |
| USAA Target Retirement 2030 Fund | 84 | — | Jul 2008 | FIRFX vs URTRX |
Top Performing FIRFX Alternatives (YTD)
Among 650 mutual funds in the Target Retirement Date category with YTD return data, the top-performing alternatives shown here go as high as 13.54%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| USAA Target Retirement 2060 Fund | 13.54% | — | Jul 2013 | FIRFX vs URSIX | |
| USAA Target Retirement 2050 Fund | 13.05% | — | Jul 2008 | FIRFX vs URFFX | |
| Fidelity Flex Freedom Blend 2060 Fund | 12.35% | — | Jun 2017 | FIRFX vs FWLSX | |
| Fidelity Flex Freedom Blend 2055 Fund | 12.26% | — | Jun 2017 | FIRFX vs FQLSX | |
| Fidelity Flex Freedom Blend 2065 Fund | 12.26% | — | Jun 2019 | FIRFX vs FDFPX |
Lowest Volatility Alternatives to FIRFX
Among 650 mutual funds in the Target Retirement Date category with 1-year volatility data, the lowest-volatility alternatives shown here go as low as 3.51%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.51% | — | Nov 2015 | FIRFX vs TDIFX | |
| Fidelity Freedom Index Retirement Fund Investor Cl... | 4.44% | — | Oct 2009 | FIRFX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.47% | — | Oct 2009 | FIRFX vs FFGZX | |
| MFS Lifetime Income Fund | 4.51% | — | Sep 2005 | FIRFX vs MLLIX | |
| Dimensional 2015 Target Date Retirement Income Fun... | 4.52% | — | Nov 2015 | FIRFX vs DRIQX |
Lowest Drawdown Alternatives to FIRFX
Among 650 mutual funds in the Target Retirement Date category with 1-year drawdown data, the lowest-drawdown alternatives shown here go as shallow as -2.61%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | -2.61% | — | Nov 2015 | FIRFX vs TDIFX | |
| Fidelity Freedom Index Retirement Fund Investor Cl... | -3.32% | — | Oct 2009 | FIRFX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | FIRFX vs FFGZX | |
| Dimensional 2015 Target Date Retirement Income Fun... | -3.47% | — | Nov 2015 | FIRFX vs DRIQX | |
| Putnam RetirementReady Maturity Fund | -3.50% | — | Oct 2004 | FIRFX vs PRMYX |
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 | FIRFX vs ECAT | |
| iShares S&P 500 Index Fund Class K | S&P 500 | 63 | 9.34% | — | Jul 1993 | FIRFX vs WFSPX | |
| BlackRock Global Equity Market Neutral Fund Class ... | Equity Market Neutral | 97 | 12.04% | — | Dec 2012 | FIRFX vs BDMIX | |
| BlackRock LifePath Index 2055 Fund - Institutional... | Target Retirement Date | 70 | 11.03% | — | May 2011 | FIRFX vs LIVIX | |
| BlackRock Enhanced Equity Dividend Trust | Derivative Income | 64 | 8.08% | — | Aug 2005 | FIRFX vs BDJ | |
| BlackRock Technology Opportunities Fund Investor A | Technology Equities | 30 | 22.08% | — | May 2000 | FIRFX vs BGSAX | |
| BlackRock Global Equity Market Neutral Fund Invest... | Equity Market Neutral | 97 | 11.82% | — | Dec 2012 | FIRFX vs BDMAX | |
| BlackRock Strategic Income Opportunities Fund Clas... | Total Bond Market | 64 | 1.03% | — | Feb 2008 | FIRFX vs BSIIX | |
| BlackRock Equity Dividend Fund | Large Cap Value Equities | 87 | 15.65% | — | Nov 1988 | FIRFX vs MADVX | |
| BlackRock High Yield K | High Yield Bonds | 78 | 1.22% | — | Jan 2001 | FIRFX vs BRHYX |
Often Compared With FIRFX
Investors most often compare FIRFX with TBLEX, FOTKX, LTIUX. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare FIRFX with Any Fund or Stock
Compare FIRFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FIRFX with funds that move differently
Fidelity Advisor Managed Retirement 2025 Fund Class I alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FIRFX.
Explore FIRFX Diversifiers