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 a closer substitute for your current allocation.
Cheapest Alternatives to FSRKX
FSRKX charges 0.51% annually. There are 194 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 | FSRKX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | FSRKX vs PALDX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | FSRKX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | FSRKX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | FSRKX vs FYMIX |
Best Risk-Adjusted Alternatives to FSRKX
FSRKX has a PortfoliosLab risk / return rank of 92. 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 | FSRKX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | FSRKX vs TIBIX | |
| Davis Appreciation & Income Fund | 96 | — | Apr 1992 | FSRKX vs RPFCX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | FSRKX vs NWQIX | |
| Fidelity Strategic Real Return Fund | 95 | — | Sep 2005 | FSRKX vs FSRRX |
Top Performing FSRKX Alternatives (YTD)
FSRKX is at 6.77% YTD. There are 248 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 29.72%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 29.72% | — | Jan 1998 | FSRKX vs EKBAX | |
| Thornburg Investment Income Builder Fund Class I | 19.05% | — | Dec 2002 | FSRKX vs TIBIX | |
| ICON Equity Income Fund | 18.94% | — | May 2004 | FSRKX vs IOEZX | |
| Greenspring Fund | 17.70% | — | Jun 1983 | FSRKX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 17.05% | — | Aug 1998 | FSRKX vs MHELX |
Lowest Volatility Alternatives to FSRKX
FSRKX has 5.01% 1-year volatility. There are 45 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 | FSRKX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.80% | — | Nov 2003 | FSRKX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.91% | — | Apr 2012 | FSRKX vs SCLAX | |
| Ave Maria Bond Fund | 3.05% | — | Apr 2003 | FSRKX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | FSRKX vs CSTAX |
Lowest Drawdown Alternatives to FSRKX
FSRKX has a 1-year max drawdown of -3.60%. There are 31 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 | FSRKX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | FSRKX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | FSRKX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | FSRKX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | FSRKX 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 | 59 | 10.13% | — | Feb 1988 | FSRKX vs FXAIX | |
| Fidelity Select Semiconductors Portfolio | Semiconductors, Technology Equities | 80 | 49.63% | — | Jul 1985 | FSRKX vs FSELX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 59 | 10.58% | — | — | FSRKX vs FZROX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 58 | 10.51% | — | — | FSRKX vs FSKAX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 10 | 0.30% | — | — | FSRKX vs FSPGX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 35 | 11.25% | — | Dec 1987 | FSRKX vs FBGRX | |
| Fidelity Contrafund | Large Cap Growth Equities | 23 | 6.89% | 176.32B | May 1967 | FSRKX vs FCNTX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 54 | 9.84% | — | — | FSRKX vs FNILX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 64 | 11.79% | — | Nov 1997 | FSRKX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 70 | 12.93% | — | Jun 2016 | FSRKX vs FTIHX |
Often Compared With FSRKX
Investors most often compare FSRKX with PHIYX, FLCNX, FFRHX. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare FSRKX with Any Fund or Stock
Compare FSRKX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FSRKX with funds that move differently
Fidelity Strategic Real Return Fund Class K6 alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FSRKX.
Explore FSRKX Diversifiers