Fidelity Advisor Strategic Real Return Fund Class M (FSRTX) 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 FSRTX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FSRTX
FSRTX charges 0.95% annually. There are 389 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 | FSRTX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | FSRTX vs PALDX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | FSRTX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | FSRTX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | FSRTX vs BWBIX |
Best Risk-Adjusted Alternatives to FSRTX
FSRTX has a PortfoliosLab risk / return rank of 89. There are 32 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 | FSRTX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | FSRTX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | FSRTX vs NWQIX | |
| Davis Appreciation & Income Fund | 95 | — | Apr 1992 | FSRTX vs RPFCX | |
| Fidelity Strategic Real Return Fund | 95 | — | Sep 2005 | FSRTX vs FSRRX |
Top Performing FSRTX Alternatives (YTD)
FSRTX is at 6.83% YTD. There are 240 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 | FSRTX vs EKBAX | |
| ICON Equity Income Fund | 20.77% | — | May 2004 | FSRTX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 17.74% | — | Dec 2002 | FSRTX vs TIBIX | |
| Greenspring Fund | 16.72% | — | Jun 1983 | FSRTX vs GRSPX | |
| Bruce Fund | 16.02% | — | Mar 1968 | FSRTX vs BRUFX |
Lowest Volatility Alternatives to FSRTX
FSRTX has 5.06% 1-year volatility. There are 47 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 | FSRTX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.81% | — | Nov 2003 | FSRTX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.91% | — | Apr 2012 | FSRTX vs SCLAX | |
| Ave Maria Bond Fund | 3.00% | — | Apr 2003 | FSRTX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | FSRTX vs CSTAX |
Lowest Drawdown Alternatives to FSRTX
FSRTX has a 1-year max drawdown of -3.64%. There are 33 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 | FSRTX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | FSRTX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | FSRTX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | FSRTX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | FSRTX 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 | FSRTX vs FXAIX | |
| Fidelity Select Semiconductors Portfolio | Semiconductors, Technology Equities | 80 | 48.22% | — | Jul 1985 | FSRTX vs FSELX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 64 | 9.94% | — | — | FSRTX vs FZROX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 63 | 9.87% | — | — | FSRTX vs FSKAX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 11 | -0.52% | — | — | FSRTX vs FSPGX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 40 | 10.15% | — | Dec 1987 | FSRTX vs FBGRX | |
| Fidelity Contrafund | Large Cap Growth Equities | 28 | 5.62% | 176.32B | May 1967 | FSRTX vs FCNTX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 59 | 9.06% | — | — | FSRTX vs FNILX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 70 | 12.57% | — | Nov 1997 | FSRTX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 73 | 12.99% | — | Jun 2016 | FSRTX vs FTIHX |
Often Compared With FSRTX
Investors most often compare FSRTX with ICGIX, FSRKX, MCONX. These 20 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare FSRTX with Any Fund or Stock
Compare FSRTX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FSRTX with funds that move differently
Fidelity Advisor Strategic Real Return Fund Class M alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FSRTX.
Explore FSRTX Diversifiers