Fidelity Advisor Strategic Real Return Fund Class I (FSIRX) 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 FSIRX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FSIRX
FSIRX charges 0.70% annually. There are 295 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 | FSIRX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | FSIRX vs PALDX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | FSIRX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | FSIRX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | FSIRX vs FYMIX |
Best Risk-Adjusted Alternatives to FSIRX
FSIRX has a PortfoliosLab risk / return rank of 91. There are 23 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 | FSIRX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | FSIRX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | FSIRX vs NWQIX | |
| Davis Appreciation & Income Fund | 95 | — | Apr 1992 | FSIRX vs RPFCX | |
| Fidelity Strategic Real Return Fund | 95 | — | Sep 2005 | FSIRX vs FSRRX |
Top Performing FSIRX Alternatives (YTD)
FSIRX is at 7.04% YTD. There are 225 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 | FSIRX vs EKBAX | |
| ICON Equity Income Fund | 20.77% | — | May 2004 | FSIRX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 17.74% | — | Dec 2002 | FSIRX vs TIBIX | |
| Greenspring Fund | 16.72% | — | Jun 1983 | FSIRX vs GRSPX | |
| Bruce Fund | 16.02% | — | Mar 1968 | FSIRX vs BRUFX |
Lowest Volatility Alternatives to FSIRX
FSIRX has 5.07% 1-year volatility. There are 50 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 | FSIRX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.81% | — | Nov 2003 | FSIRX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.91% | — | Apr 2012 | FSIRX vs SCLAX | |
| Ave Maria Bond Fund | 3.00% | — | Apr 2003 | FSIRX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | FSIRX vs CSTAX |
Lowest Drawdown Alternatives to FSIRX
FSIRX has a 1-year max drawdown of -3.53%. There are 26 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 | FSIRX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | FSIRX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | FSIRX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | FSIRX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | FSIRX vs CSTAX |
Other Mutual Funds from Fidelity
The 10 most viewed Fidelity mutual funds shown here include FXAIX, FSELX, FZROX and span 6 categories. AUM among these funds goes as high as $176B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | S&P 500 | 64 | 9.35% | — | Feb 1988 | FSIRX vs FXAIX | |
| Fidelity Select Semiconductors Portfolio | Semiconductors, Technology Equities | 80 | 48.22% | — | Jul 1985 | FSIRX vs FSELX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 64 | 9.94% | — | — | FSIRX vs FZROX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 63 | 9.87% | — | — | FSIRX vs FSKAX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 11 | -0.52% | — | — | FSIRX vs FSPGX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 40 | 10.15% | — | Dec 1987 | FSIRX vs FBGRX | |
| Fidelity Contrafund | Large Cap Growth Equities | 28 | 5.62% | 176.32B | May 1967 | FSIRX vs FCNTX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 59 | 9.06% | — | — | FSIRX vs FNILX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 70 | 12.57% | — | Nov 1997 | FSIRX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 73 | 12.99% | — | Jun 2016 | FSIRX vs FTIHX |
Often Compared With FSIRX
Investors most often compare FSIRX with ZTR, MXMPX, FCSRX. These 20 comparison targets span 1 categories, based on PortfoliosLab usage data.
Compare FSIRX with Any Fund or Stock
Compare FSIRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FSIRX with funds that move differently
Fidelity Advisor Strategic Real Return Fund Class I alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FSIRX.
Explore FSIRX Diversifiers