Fidelity Sustainable Target Date 2030 Fund (FSXAX) belongs to the Target Retirement Date category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with FSXAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FSXAX
FSXAX charges 0.46% annually. There are 378 mutual funds in the Target Retirement Date category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Principal LifeTime 2060 Fund | 0.01% | — | Feb 2013 | FSXAX vs PLTZX | |
| Principal LifeTime 2055 Fund | 0.01% | — | Feb 2008 | FSXAX vs LTFIX | |
| Principal LifeTime 2045 Fund | 0.01% | — | Feb 2008 | FSXAX vs LTRIX | |
| Principal LifeTime 2030 Fund | 0.01% | — | Feb 2001 | FSXAX vs PMTIX | |
| Principal LifeTime 2035 Fund | 0.01% | — | Feb 2008 | FSXAX vs LTIUX |
Best Risk-Adjusted Alternatives to FSXAX
FSXAX has a PortfoliosLab risk / return rank of 61. There are 429 mutual funds in the Target Retirement Date category with higher risk-adjusted ranks, going as high as 89.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Putnam Retirement Advantage Maturity Fund | 89 | — | Dec 2019 | FSXAX vs PADLX | |
| State Street Target Retirement Fund | 87 | — | Sep 2014 | FSXAX vs SSFNX | |
| Prudential Day One Income Fund | 86 | — | Dec 2016 | FSXAX vs PDAHX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 85 | — | Aug 2007 | FSXAX vs FRAMX | |
| Dimensional Retirement Income Fund | 85 | — | Nov 2015 | FSXAX vs TDIFX |
Top Performing FSXAX Alternatives (YTD)
FSXAX is at 8.26% YTD. There are 375 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 1,644,791.35%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor Managed Retirement Income Fund Cl... | 1,644,791.35% | — | Aug 2007 | FSXAX vs FRAMX | |
| Fidelity Freedom 2060 Fund Class K6 | 13.86% | — | Aug 2014 | FSXAX vs FVTKX | |
| Fidelity Flex Freedom Blend 2060 Fund | 13.84% | — | Jun 2017 | FSXAX vs FWLSX | |
| Fidelity Freedom 2055 Fund Class K6 | 13.83% | — | Jun 2011 | FSXAX vs FCTKX | |
| Fidelity Freedom 2065 Fund Class K6 | 13.82% | — | Jun 2019 | FSXAX vs FFSZX |
Lowest Volatility Alternatives to FSXAX
FSXAX has 9.62% 1-year volatility. There are 289 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.51%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.51% | — | Nov 2015 | FSXAX vs TDIFX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.32% | — | Aug 2007 | FSXAX vs FRQIX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 4.32% | — | Aug 2007 | FSXAX vs FRIMX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.33% | — | Aug 2007 | FSXAX vs FRQAX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.38% | — | Oct 2009 | FSXAX vs FIKFX |
Lowest Drawdown Alternatives to FSXAX
FSXAX has a 1-year max drawdown of -6.87%. There are 260 mutual funds in the Target Retirement Date category with shallower 1-year drawdowns, going as shallow as -2.61%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | -2.61% | — | Nov 2015 | FSXAX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | -3.32% | — | Oct 2009 | FSXAX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | FSXAX vs FFGZX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | -3.43% | — | Aug 2007 | FSXAX vs FRQIX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | -3.44% | — | Aug 2007 | FSXAX vs FRIMX |
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 | FSXAX vs FXAIX | |
| Fidelity Select Semiconductors Portfolio | Semiconductors, Technology Equities | 89 | 62.20% | — | Jul 1985 | FSXAX vs FSELX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 69 | 11.80% | — | — | FSXAX vs FZROX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 68 | 11.80% | — | — | FSXAX vs FSKAX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 17 | 4.74% | — | — | FSXAX vs FSPGX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 56 | 16.03% | — | Dec 1987 | FSXAX vs FBGRX | |
| Fidelity Contrafund | Large Cap Growth Equities | 38 | 10.69% | 176.32B | May 1967 | FSXAX vs FCNTX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 65 | 11.11% | — | — | FSXAX vs FNILX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 45 | 10.82% | — | Nov 1997 | FSXAX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 60 | 13.34% | — | Jun 2016 | FSXAX vs FTIHX |
Often Compared With FSXAX
Investors most often compare FSXAX with FRQHX, JRLVX, FRQKX. These 20 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare FSXAX with Any Fund or Stock
Compare FSXAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FSXAX with funds that move differently
Fidelity Sustainable Target Date 2030 Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FSXAX.
Explore FSXAX Diversifiers