Fidelity Advisor Asset Manager 60% Fund Class M (FSATX) 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 FSATX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FSATX
FSATX charges 1.25% annually. There are 480 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 | FSATX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | FSATX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | FSATX vs TSAIX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | FSATX vs VBAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | FSATX vs FYMIX |
Best Risk-Adjusted Alternatives to FSATX
FSATX has a PortfoliosLab risk / return rank of 66. There are 231 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 | FSATX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | FSATX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | FSATX vs NWQIX | |
| Davis Appreciation & Income Fund | 95 | — | Apr 1992 | FSATX vs RPFCX | |
| Fidelity Strategic Real Return Fund | 95 | — | Sep 2005 | FSATX vs FSRRX |
Top Performing FSATX Alternatives (YTD)
FSATX is at 8.53% YTD. There are 138 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 29.12%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 29.12% | — | Jan 1998 | FSATX vs EKBAX | |
| ICON Equity Income Fund | 20.77% | — | May 2004 | FSATX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 17.74% | — | Dec 2002 | FSATX vs TIBIX | |
| Greenspring Fund | 16.72% | — | Jun 1983 | FSATX vs GRSPX | |
| Bruce Fund | 16.02% | — | Mar 1968 | FSATX vs BRUFX |
Lowest Volatility Alternatives to FSATX
FSATX has 10.18% 1-year volatility. There are 379 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 | FSATX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.81% | — | Nov 2003 | FSATX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.91% | — | Apr 2012 | FSATX vs SCLAX | |
| Ave Maria Bond Fund | 3.00% | — | Apr 2003 | FSATX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | FSATX vs CSTAX |
Lowest Drawdown Alternatives to FSATX
FSATX has a 1-year max drawdown of -7.18%. There are 368 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 | FSATX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | FSATX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | FSATX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | FSATX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | FSATX vs CSTAX |
Other Mutual Funds from BlackRock
The 10 most viewed BlackRock mutual funds shown here include ECAT, WFSPX, BDMIX and span 10 categories. AUM among these funds goes as high as $12B.
Often Compared With FSATX
Investors most often compare FSATX with FDVV, ASFYX, SIFAX. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare FSATX with Any Fund or Stock
Compare FSATX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FSATX with funds that move differently
Fidelity Advisor Asset Manager 60% Fund Class M alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FSATX.
Explore FSATX Diversifiers