Fidelity 70% Allocation Fund (FRGAX) Alternatives
Fidelity 70% Allocation Fund (FRGAX) 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 FRGAX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to FRGAX
FRGAX charges 0.02% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among FRGAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | FRGAX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | FRGAX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | FRGAX vs BWBIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | Feb 9, 2022 | FRGAX vs FYMIX | |
| Mutual of America Aggressive Allocation Fund | 0.05% | Nov 29, 2021 | FRGAX vs MAANX |
Best Risk-Adjusted Alternatives to FRGAX
Among mutual funds in the Diversified Portfolio category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | Nov 16, 2003 | FRGAX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | FRGAX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | FRGAX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | FRGAX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | FRGAX vs PMAIX |
Top Performing FRGAX Alternatives (YTD)
FRGAX alternatives from the Diversified Portfolio category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Inflat... | 9.34% | Apr 8, 2012 | FRGAX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | FRGAX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | FRGAX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | FRGAX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | FRGAX vs CONWX |
Lowest Volatility Alternatives to FRGAX
FRGAX alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.93% | Nov 16, 2003 | FRGAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | FRGAX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | FRGAX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | FRGAX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | FRGAX vs SICIX |
Lowest Drawdown Alternatives to FRGAX
FRGAX alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.59% | Nov 16, 2003 | FRGAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | FRGAX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | FRGAX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | FRGAX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | FRGAX vs SICIX |
Other Mutual Funds from Fidelity
Most popular Fidelity mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | S&P 500 | 46 | -7.05% | Feb 17, 1988 | FRGAX vs FXAIX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 46 | -6.77% | — | FRGAX vs FZROX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 28 | -13.03% | — | FRGAX vs FSPGX | |
| Fidelity Select Semiconductors Portfolio | Technology Equities | 94 | 0.00% | Jul 29, 1985 | FRGAX vs FSELX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 45 | -6.77% | — | FRGAX vs FSKAX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 54 | -11.15% | Dec 31, 1987 | FRGAX vs FBGRX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 45 | -7.30% | — | FRGAX vs FNILX | |
| Fidelity Contrafund Fund | Large Cap Growth Equities | 44 | -8.57% | May 17, 1967 | FRGAX vs FCNTX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 64 | -1.94% | Nov 5, 1997 | FRGAX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 79 | -1.15% | Jun 7, 2016 | FRGAX vs FTIHX |
Often Compared With FRGAX
What investors most often compare with FRGAX, based on PortfoliosLab usage data.
Compare FRGAX with Any Fund or Stock
Compare FRGAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.