Fidelity Advisor Managed Retirement 2010 Fund Class I (FRQIX) 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 FRQIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FRQIX
FRQIX charges 0.46% annually. There are 378 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 2060 Lifetime Portf... | 0.01% | — | Mar 2016 | FRQIX vs JIEHX | |
| Principal LifeTime 2045 Fund | 0.01% | — | Feb 2008 | FRQIX vs LTRIX | |
| Principal LifeTime 2050 Fund | 0.01% | — | Feb 2001 | FRQIX vs PPLIX | |
| Principal LifeTime 2035 Fund | 0.01% | — | Feb 2008 | FRQIX vs LTIUX | |
| Principal LifeTime 2060 Fund | 0.01% | — | Feb 2013 | FRQIX vs PLTZX |
Best Risk-Adjusted Alternatives to FRQIX
FRQIX has a PortfoliosLab risk / return rank of 72. There are 157 mutual funds in the Target Retirement Date category with higher risk-adjusted ranks, going as high as 89.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Putnam Retirement Advantage Maturity Fund | 89 | — | Dec 2019 | FRQIX vs PADLX | |
| State Street Target Retirement Fund | 88 | — | Sep 2014 | FRQIX vs SSFNX | |
| Prudential Day One Income Fund | 85 | — | Dec 2016 | FRQIX vs PDAHX | |
| State Street Target Retirement 2025 Fund | 85 | — | Sep 2014 | FRQIX vs SSBRX | |
| Dimensional 2060 Target Date Retirement Income Fun... | 83 | — | Nov 2015 | FRQIX vs DRILX |
Top Performing FRQIX Alternatives (YTD)
FRQIX is at 4.05% YTD. There are 659 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 14.17%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Flex Freedom Blend 2060 Fund | 14.17% | — | Jun 2017 | FRQIX vs FWLSX | |
| Fidelity Flex Freedom Blend 2065 Fund | 14.11% | — | Jun 2019 | FRQIX vs FDFPX | |
| Fidelity Flex Freedom Blend 2055 Fund | 14.07% | — | Jun 2017 | FRQIX vs FQLSX | |
| Fidelity Freedom Blend 2055 Fund Class K6 | 14.04% | — | Aug 2018 | FRQIX vs FHDDX | |
| Fidelity Freedom Blend 2065 Fund Class K6 | 14.03% | — | Jun 2019 | FRQIX vs FFBQX |
Lowest Volatility Alternatives to FRQIX
FRQIX has 4.15% 1-year volatility. There are 4 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 | FRQIX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | 3.98% | — | Oct 2009 | FRQIX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.01% | — | Oct 2009 | FRQIX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | 4.14% | — | Aug 2019 | FRQIX vs FRQHX | |
| Fidelity Managed Retirement Income Fund Class K | 4.15% | — | Aug 2019 | FRQIX vs FRKMX |
Lowest Drawdown Alternatives to FRQIX
FRQIX has a 1-year max drawdown of -3.43%. There are 7 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 | FRQIX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | -3.32% | — | Oct 2009 | FRQIX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | FRQIX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | -3.41% | — | Aug 2019 | FRQIX vs FRQHX | |
| Fidelity Managed Retirement Income Fund Class K | -3.42% | — | Aug 2019 | FRQIX vs FRKMX |
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 | 75 | 21.38% | — | Jan 2000 | FRQIX vs NASDX | |
| Vanguard Financials Index Fund Admiral Shares | Financials Equities | 4 | -5.08% | 13.70B | Feb 2004 | FRQIX vs VFAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | Diversified Portfolio | 81 | 6.03% | 11.90B | Sep 1994 | FRQIX vs VTMFX | |
| Vanguard Tax-Managed Capital Appreciation Fund Adm... | Large Cap Blend Equities | 70 | 11.31% | 28.60B | Sep 1994 | FRQIX vs VTCLX | |
| iShares S&P 500 Index Fund | S&P 500 | 73 | 11.69% | — | Jul 1993 | FRQIX vs WFSPX | |
| BlackRock ESG Capital Allocation Term Trust | Derivative Income, ESG | 28 | 11.23% | — | Sep 2021 | FRQIX vs ECAT | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 69 | 13.10% | — | May 2011 | FRQIX vs LIVIX | |
| BlackRock Global Long/Short Equity Fund Class I | Long-Short | 92 | 12.48% | — | Dec 2012 | FRQIX vs BDMIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 77 | 11.93% | — | Dec 1991 | FRQIX vs FASGX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 67 | 15.25% | — | Jul 2010 | FRQIX vs ASFYX |
Often Compared With FRQIX
Investors most often compare FRQIX with RFFTX, TLTIX, FCQTX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare FRQIX with Any Fund or Stock
Compare FRQIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FRQIX with funds that move differently
Fidelity Advisor Managed Retirement 2010 Fund Class I alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FRQIX.
Explore FRQIX Diversifiers