Fidelity Strategic Real Return Fund (FSRRX) Alternatives
Fidelity Strategic Real Return Fund (FSRRX) 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 FSRRX. 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 FSRRX
FSRRX charges 0.70% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among FSRRX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | FSRRX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | FSRRX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | FSRRX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | Feb 9, 2022 | FSRRX vs FYMIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | FSRRX vs BWBIX |
Best Risk-Adjusted Alternatives to FSRRX
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 | FSRRX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | FSRRX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | FSRRX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | FSRRX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | FSRRX vs PMAIX |
Top Performing FSRRX Alternatives (YTD)
FSRRX 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 | FSRRX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | FSRRX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | FSRRX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | FSRRX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | FSRRX vs CONWX |
Lowest Volatility Alternatives to FSRRX
FSRRX 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 | FSRRX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | FSRRX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | FSRRX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | FSRRX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | FSRRX vs SICIX |
Lowest Drawdown Alternatives to FSRRX
FSRRX 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 | FSRRX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | FSRRX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | FSRRX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | FSRRX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | FSRRX 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 | FSRRX vs FXAIX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 46 | -6.77% | — | FSRRX vs FZROX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 28 | -13.03% | — | FSRRX vs FSPGX | |
| Fidelity Select Semiconductors Portfolio | Technology Equities | 94 | 0.00% | Jul 29, 1985 | FSRRX vs FSELX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 45 | -6.77% | — | FSRRX vs FSKAX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 54 | -11.15% | Dec 31, 1987 | FSRRX vs FBGRX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 45 | -7.30% | — | FSRRX vs FNILX | |
| Fidelity Contrafund Fund | Large Cap Growth Equities | 44 | -8.57% | May 17, 1967 | FSRRX vs FCNTX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 64 | -1.94% | Nov 5, 1997 | FSRRX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 79 | -1.15% | Jun 7, 2016 | FSRRX vs FTIHX |
Often Compared With FSRRX
What investors most often compare with FSRRX, based on PortfoliosLab usage data.
Compare FSRRX with Any Fund or Stock
Compare FSRRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.