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 a closer substitute for your current allocation.
Cheapest Alternatives to FSRRX
FSRRX charges 0.70% annually. There are 296 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 | FSRRX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | FSRRX vs PALDX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 64.10B | Dec 2000 | FSRRX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | FSRRX vs TSAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | FSRRX vs VTMFX |
Best Risk-Adjusted Alternatives to FSRRX
FSRRX has a PortfoliosLab risk / return rank of 92. There are 7 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 | FSRRX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | FSRRX vs TIBIX | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | FSRRX vs NWQIX | |
| Federated Hermes Municipal and Stock Advantage Fun... | 94 | — | Sep 2003 | FSRRX vs FMUAX | |
| Pioneer Balanced ESG Fund | 93 | — | Dec 1991 | FSRRX vs AYBLX |
Top Performing FSRRX Alternatives (YTD)
FSRRX is at 7.68% YTD. There are 213 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 30.31%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 30.31% | — | Jan 1998 | FSRRX vs EKBAX | |
| Greenspring Fund | 19.30% | — | Jun 1983 | FSRRX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 18.84% | — | Aug 1998 | FSRRX vs MHELX | |
| ICON Equity Income Fund | 18.66% | — | May 2004 | FSRRX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 16.85% | — | Dec 2002 | FSRRX vs TIBIX |
Lowest Volatility Alternatives to FSRRX
FSRRX has 4.89% 1-year volatility. There are 40 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.85%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.85% | — | Nov 2003 | FSRRX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.82% | — | Nov 2003 | FSRRX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.87% | — | Apr 2012 | FSRRX vs SCLAX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | FSRRX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | FSRRX vs CSTAX |
Lowest Drawdown Alternatives to FSRRX
FSRRX has a 1-year max drawdown of -3.42%. There are 21 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 | FSRRX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | FSRRX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | FSRRX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | FSRRX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | FSRRX 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 | 69 | 11.32% | — | Feb 1988 | FSRRX vs FXAIX | |
| Fidelity Select Semiconductors Portfolio | Semiconductors, Technology Equities | 89 | 62.20% | — | Jul 1985 | FSRRX vs FSELX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 69 | 11.80% | — | — | FSRRX vs FZROX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 68 | 11.80% | — | — | FSRRX vs FSKAX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 17 | 4.74% | — | — | FSRRX vs FSPGX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 56 | 16.03% | — | Dec 1987 | FSRRX vs FBGRX | |
| Fidelity Contrafund | Large Cap Growth Equities | 38 | 10.69% | 176.32B | May 1967 | FSRRX vs FCNTX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 65 | 11.11% | — | — | FSRRX vs FNILX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 45 | 10.82% | — | Nov 1997 | FSRRX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 60 | 13.34% | — | Jun 2016 | FSRRX vs FTIHX |
Often Compared With FSRRX
Investors most often compare FSRRX with FMSDX, FSDIX, INPFX. These 20 comparison targets span 8 categories, 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.
Pair FSRRX with funds that move differently
Fidelity Strategic Real Return Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FSRRX.
Explore FSRRX Diversifiers