Fidelity Managed Retirement 2010 Fund Class K6 (FRQHX) 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 FRQHX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FRQHX
FRQHX charges 0.26% annually. There are 234 mutual funds in the Target Retirement Date category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| John Hancock Funds Multi-Index 2045 Lifetime Portf... | 0.01% | — | Nov 2013 | FRQHX vs JRLVX | |
| Principal LifeTime 2055 Fund | 0.01% | — | Feb 2008 | FRQHX vs LTFIX | |
| Principal LifeTime 2030 Fund | 0.01% | — | Feb 2001 | FRQHX vs PMTIX | |
| Principal LifeTime 2035 Fund | 0.01% | — | Feb 2008 | FRQHX vs LTIUX | |
| John Hancock Funds Multi-Index 2060 Lifetime Portf... | 0.01% | — | Mar 2016 | FRQHX vs JIEHX |
Best Risk-Adjusted Alternatives to FRQHX
FRQHX has a PortfoliosLab risk / return rank of 73. There are 93 mutual funds in the Target Retirement Date category with higher risk-adjusted ranks, going as high as 87.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Putnam Retirement Advantage Maturity Fund | 87 | — | Dec 2019 | FRQHX vs PADLX | |
| State Street Target Retirement Fund | 86 | — | Sep 2014 | FRQHX vs SSFNX | |
| State Street Target Retirement 2025 Fund | 84 | — | Sep 2014 | FRQHX vs SSBRX | |
| Prudential Day One Income Fund | 83 | — | Dec 2016 | FRQHX vs PDAHX | |
| Dimensional Retirement Income Fund | 81 | — | Nov 2015 | FRQHX vs TDIFX |
Top Performing FRQHX Alternatives (YTD)
FRQHX is at 3.89% YTD. There are 649 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 13.50%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Flex Freedom Blend 2060 Fund | 13.50% | — | Jun 2017 | FRQHX vs FWLSX | |
| Fidelity Flex Freedom Blend 2065 Fund | 13.45% | — | Jun 2019 | FRQHX vs FDFPX | |
| Fidelity Flex Freedom Blend 2055 Fund | 13.40% | — | Jun 2017 | FRQHX vs FQLSX | |
| Fidelity Freedom 2060 Fund Class K6 | 13.38% | — | Aug 2014 | FRQHX vs FVTKX | |
| Fidelity Freedom Blend 2060 Fund Class K6 | 13.36% | — | Aug 2018 | FRQHX vs FHCDX |
Lowest Volatility Alternatives to FRQHX
FRQHX has 4.15% 1-year volatility. There are 3 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.33%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.33% | — | Nov 2015 | FRQHX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.00% | — | Oct 2009 | FRQHX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.02% | — | Oct 2009 | FRQHX vs FFGZX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.16% | — | Aug 2007 | FRQHX vs FRQAX | |
| Fidelity Managed Retirement Income Fund Class K | 4.16% | — | Aug 2019 | FRQHX vs FRKMX |
Lowest Drawdown Alternatives to FRQHX
FRQHX has a 1-year max drawdown of -3.41%. There are 3 mutual funds in the Target Retirement Date category with shallower 1-year drawdowns, going as shallow as -2.61%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | -2.61% | — | Nov 2015 | FRQHX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | -3.32% | — | Oct 2009 | FRQHX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | FRQHX vs FFGZX | |
| Fidelity Managed Retirement Income Fund Class K | -3.42% | — | Aug 2019 | FRQHX vs FRKMX | |
| Fidelity Managed Retirement Income Fund Class K6 | -3.42% | — | Aug 2019 | FRQHX vs FRHMX |
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 | 71 | 21.03% | — | Jan 2000 | FRQHX vs NASDX | |
| Vanguard Financials Index Fund Admiral Shares | Financials Equities | 3 | -6.39% | 13.70B | Feb 2004 | FRQHX vs VFAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | Diversified Portfolio | 77 | 5.64% | 11.90B | Sep 1994 | FRQHX vs VTMFX | |
| Vanguard Tax-Managed Capital Appreciation Fund Adm... | Large Cap Blend Equities | 63 | 10.53% | 28.60B | Sep 1994 | FRQHX vs VTCLX | |
| iShares S&P 500 Index Fund | S&P 500 | 66 | 10.87% | — | Jul 1993 | FRQHX vs WFSPX | |
| BlackRock ESG Capital Allocation Term Trust | Derivative Income, ESG | 26 | 11.44% | — | Sep 2021 | FRQHX vs ECAT | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 62 | 12.11% | — | May 2011 | FRQHX vs LIVIX | |
| BlackRock Global Long/Short Equity Fund Class I | Long-Short | 92 | 12.62% | — | Dec 2012 | FRQHX vs BDMIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 72 | 11.27% | — | Dec 1991 | FRQHX vs FASGX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 69 | 15.25% | — | Jul 2010 | FRQHX vs ASFYX |
Often Compared With FRQHX
Investors most often compare FRQHX with FSXAX, FFFYX, SSBWX. These 20 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare FRQHX with Any Fund or Stock
Compare FRQHX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FRQHX with funds that move differently
Fidelity Managed Retirement 2010 Fund Class K6 alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FRQHX.
Explore FRQHX Diversifiers