Fidelity Strategic Real Return Fund Class K6 (FSRKX) Alternatives
Fidelity Strategic Real Return Fund Class K6 (FSRKX) 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 FSRKX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to FSRKX
FSRKX charges 0.51% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among FSRKX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | FSRKX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | FSRKX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | FSRKX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | Feb 9, 2022 | FSRKX vs FYMIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | FSRKX vs BWBIX |
Best Risk-Adjusted Alternatives to FSRKX
Among mutual funds in the Diversified Portfolio category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | Nov 16, 2003 | FSRKX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | FSRKX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | FSRKX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | FSRKX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | FSRKX vs PMAIX |
Top Performing FSRKX Alternatives (YTD)
FSRKX alternatives from the Diversified Portfolio category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Inflat... | 9.34% | Apr 8, 2012 | FSRKX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | FSRKX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | FSRKX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | FSRKX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | FSRKX vs CONWX |
Lowest Volatility Alternatives to FSRKX
FSRKX alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.93% | Nov 16, 2003 | FSRKX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | FSRKX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | FSRKX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | FSRKX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | FSRKX vs SICIX |
Lowest Drawdown Alternatives to FSRKX
FSRKX alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.59% | Nov 16, 2003 | FSRKX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | FSRKX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | FSRKX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | FSRKX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | FSRKX vs SICIX |
Other Mutual Funds from Fidelity
Most popular Fidelity mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | S&P 500 | 46 | -7.05% | Feb 17, 1988 | FSRKX vs FXAIX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 46 | -6.77% | — | FSRKX vs FZROX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 28 | -13.03% | — | FSRKX vs FSPGX | |
| Fidelity Select Semiconductors Portfolio | Technology Equities | 94 | 0.00% | Jul 29, 1985 | FSRKX vs FSELX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 45 | -6.77% | — | FSRKX vs FSKAX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 54 | -11.15% | Dec 31, 1987 | FSRKX vs FBGRX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 45 | -7.30% | — | FSRKX vs FNILX | |
| Fidelity Contrafund Fund | Large Cap Growth Equities | 44 | -8.57% | May 17, 1967 | FSRKX vs FCNTX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 64 | -1.94% | Nov 5, 1997 | FSRKX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 79 | -1.15% | Jun 7, 2016 | FSRKX vs FTIHX |
Often Compared With FSRKX
What investors most often compare with FSRKX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| PIMCO High Yield Fund | High Yield Bonds | 82 | -1.93% | Dec 15, 1992 | FSRKX vs PHIYX | |
| Fidelity Contrafund K6 | Large Cap Growth Equities | 43 | -8.98% | May 25, 2017 | FSRKX vs FLCNX | |
| Fidelity Floating Rate High Income Fund | High Yield Bonds | 84 | -0.61% | Aug 16, 2000 | FSRKX vs FFRHX | |
| Fidelity Strategic Income Fund | Total Bond Market | 93 | -0.89% | Oct 31, 1994 | FSRKX vs FADMX | |
| Quantified Managed Income Fund | Diversified Portfolio | 26 | -0.76% | Aug 8, 2013 | FSRKX vs QBDSX | |
| Timothy Plan Defensive Strategies Fund | Diversified Portfolio | 93 | 7.48% | Nov 3, 2009 | FSRKX vs TPDAX | |
| Kinetics The Global Fund | Diversified Portfolio | 12 | 5.17% | Dec 30, 1999 | FSRKX vs WWWEX | |
| Allspring Diversified Capital Builder Fund | Diversified Portfolio | 90 | 4.55% | Jan 19, 1998 | FSRKX vs EKBAX | |
| Mutual of America Aggressive Allocation Fund | Diversified Portfolio | 44 | -3.18% | Nov 29, 2021 | FSRKX vs MAANX |
Compare FSRKX with Any Fund or Stock
Compare FSRKX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.