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 | |
|---|---|---|---|---|---|
| Principal LifeTime 2055 Fund | 0.01% | — | Feb 2008 | FRQHX vs LTFIX | |
| John Hancock Funds Multi-Index 2060 Lifetime Portf... | 0.01% | — | Mar 2016 | FRQHX vs JIEHX | |
| Principal LifeTime 2040 Fund | 0.01% | — | Feb 2001 | FRQHX vs PTDIX | |
| Principal LifeTime 2035 Fund | 0.01% | — | Feb 2008 | FRQHX vs LTIUX | |
| Principal LifeTime 2030 Fund | 0.01% | — | Feb 2001 | FRQHX vs PMTIX |
Best Risk-Adjusted Alternatives to FRQHX
FRQHX has a PortfoliosLab risk / return rank of 72. There are 25 mutual funds in the Target Retirement Date category with higher risk-adjusted ranks, going as high as 85.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Managed Retirement 2020 Fund | 85 | — | Dec 2007 | FRQHX vs FIRVX | |
| Putnam Retirement Advantage Maturity Fund | 85 | — | Dec 2019 | FRQHX vs PADLX | |
| Fidelity Managed Retirement Income Fund Class K | 84 | — | Aug 2019 | FRQHX vs FRKMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 84 | — | Aug 2007 | FRQHX vs FRAMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 84 | — | Aug 2019 | FRQHX vs FRHMX |
Top Performing FRQHX Alternatives (YTD)
FRQHX is at 3.71% YTD. There are 631 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 15,640,638.04%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Managed Retirement Income Fund Class K | 15,640,638.04% | — | Aug 2019 | FRQHX vs FRKMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 1,644,791.35% | — | Aug 2007 | FRQHX vs FRAMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 1,464,383.96% | — | Aug 2019 | FRQHX vs FRHMX | |
| Fidelity Managed Retirement 2020 Fund | 1,440,933.92% | — | Dec 2007 | FRQHX vs FIRVX | |
| Fidelity Freedom 2065 Fund Class K6 | 12.19% | — | Jun 2019 | FRQHX vs FFSZX |
Lowest Volatility Alternatives to FRQHX
FRQHX has 4.36% 1-year volatility. There are 7 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.59%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.59% | — | Nov 2015 | FRQHX vs TDIFX | |
| MFS Lifetime 2025 Fund | 4.18% | — | Nov 2012 | FRQHX vs LTTIX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.32% | — | Oct 2009 | FRQHX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.34% | — | Oct 2009 | FRQHX vs FFGZX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 4.35% | — | Aug 2007 | FRQHX vs FRIMX |
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 ECAT, WFSPX, BDMIX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| BlackRock ESG Capital Allocation Term Trust | Tactical Allocation, Derivative Income, ESG | 30 | 11.55% | — | Sep 2021 | FRQHX vs ECAT | |
| iShares S&P 500 Index Fund Class K | S&P 500 | 52 | 8.19% | — | Jul 1993 | FRQHX vs WFSPX | |
| BlackRock Global Long/Short Equity Fund Class I | Long-Short | 94 | 12.07% | — | Dec 2012 | FRQHX vs BDMIX | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 53 | 10.22% | — | May 2011 | FRQHX vs LIVIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 62 | 10.04% | — | Dec 1991 | FRQHX vs FASGX | |
| BlackRock Enhanced Equity Dividend Fund | Derivative Income | 27 | 2.35% | — | Aug 2005 | FRQHX vs BDJ | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 54 | 9.82% | — | Jul 2010 | FRQHX vs ASFYX | |
| BlackRock Technology Opportunities Fund Investor A | Technology Equities | 50 | 35.11% | — | Apr 2000 | FRQHX vs BGSAX | |
| Fidelity Asset Manager 40% Fund | Diversified Portfolio | 67 | 6.38% | — | Oct 2007 | FRQHX vs FFANX | |
| Fidelity Asset Manager 85% Fund | Diversified Portfolio | 61 | 11.83% | — | Sep 1999 | FRQHX vs FAMRX |
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