Fidelity Asset Manager 60% Fund (FSANX) 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 FSANX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FSANX
FSANX charges 0.68% annually. There are 289 mutual funds in the Diversified Portfolio category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | — | Jan 2022 | FSANX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | FSANX vs PALDX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 64.10B | Dec 2000 | FSANX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | FSANX vs TSAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | FSANX vs VTMFX |
Best Risk-Adjusted Alternatives to FSANX
FSANX has a PortfoliosLab risk / return rank of 73. There are 111 mutual funds in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | — | Nov 2003 | FSANX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 97 | — | Dec 2002 | FSANX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | FSANX vs NWQIX | |
| Pioneer Balanced ESG Fund | 94 | — | Dec 1991 | FSANX vs AYBLX | |
| Victory Pioneer Balanced Fund Class A | 94 | — | Dec 1991 | FSANX vs AOBLX |
Top Performing FSANX Alternatives (YTD)
FSANX is at 10.08% YTD. There are 104 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 33.16%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 33.16% | — | Jan 1998 | FSANX vs EKBAX | |
| Greenspring Fund | 20.03% | — | Jun 1983 | FSANX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 19.67% | — | Aug 1998 | FSANX vs MHELX | |
| ICON Equity Income Fund | 17.57% | — | May 2004 | FSANX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 16.15% | — | Dec 2002 | FSANX vs TIBIX |
Lowest Volatility Alternatives to FSANX
FSANX has 9.94% 1-year volatility. There are 380 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.86% | — | Nov 2003 | FSANX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.83% | — | Nov 2003 | FSANX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.86% | — | Apr 2012 | FSANX vs SCLAX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | FSANX vs AVEFX | |
| American Funds College 2027 Fund | 3.09% | — | Sep 2012 | FSANX vs CSTAX |
Lowest Drawdown Alternatives to FSANX
FSANX has a 1-year max drawdown of -7.09%. There are 357 mutual funds in the Diversified Portfolio category with shallower 1-year drawdowns, going as shallow as -0.36%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.36% | — | Nov 2003 | FSANX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | FSANX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | FSANX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | FSANX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | FSANX vs CSTAX |
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 | 39 | 15.10% | — | Sep 2021 | FSANX vs ECAT | |
| iShares S&P 500 Index Fund Class K | S&P 500 | 65 | 11.33% | — | Jul 1993 | FSANX vs WFSPX | |
| BlackRock Global Equity Market Neutral Fund Class ... | Equity Market Neutral | 96 | 11.25% | — | Dec 2012 | FSANX vs BDMIX | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 64 | 12.43% | — | May 2011 | FSANX vs LIVIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 73 | 11.70% | — | Dec 1991 | FSANX vs FASGX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 51 | 9.56% | — | Jul 2010 | FSANX vs ASFYX | |
| BlackRock Enhanced Equity Dividend Fund | Derivative Income | 41 | 5.97% | — | Aug 2005 | FSANX vs BDJ | |
| BlackRock Technology Opportunities Fund Investor A | Technology Equities | 50 | 34.57% | — | Apr 2000 | FSANX vs BGSAX | |
| Fidelity Asset Manager 40% Fund | Diversified Portfolio | 72 | 6.74% | — | Oct 2007 | FSANX vs FFANX | |
| Fidelity Asset Manager 85% Fund | Diversified Portfolio | 72 | 13.91% | — | Sep 1999 | FSANX vs FAMRX |
Often Compared With FSANX
Investors most often compare FSANX with FBALX, AOR, FXAIX. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare FSANX with Any Fund or Stock
Compare FSANX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FSANX with funds that move differently
Fidelity Asset Manager 60% Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FSANX.
Explore FSANX Diversifiers