Fidelity Sustainable Target Date 2030 Fund (FSXAX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to FSXAX
FSXAX charges 0.46% annually. Among mutual funds in the Target Retirement Date category, these options have the lowest expense ratios among FSXAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Principal LifeTime 2035 Fund | 0.01% | Feb 28, 2008 | FSXAX vs LTIUX | |
| Principal LifeTime 2030 Fund | 0.01% | Feb 28, 2001 | FSXAX vs PMTIX | |
| John Hancock Funds Multi-Index 2055 Lifetime Portf... | 0.01% | Mar 25, 2014 | FSXAX vs JLKYX | |
| Principal LifeTime 2045 Fund | 0.01% | Feb 28, 2008 | FSXAX vs LTRIX | |
| American Funds 2065 Target Date Retirement Fund | 0.01% | Mar 26, 2020 | FSXAX vs FCQTX |
Best Risk-Adjusted Alternatives to FSXAX
Among mutual funds in the Target Retirement Date 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 | |
|---|---|---|---|---|
| USAA Target Retirement Income Fund | 86 | Jul 30, 2008 | FSXAX vs URINX | |
| Putnam Retirement Advantage Maturity Fund | 86 | Dec 30, 2019 | FSXAX vs PADLX | |
| Fidelity Freedom Income Fund Class K6 | 84 | Oct 17, 1996 | FSXAX vs FYTKX | |
| State Street Target Retirement Fund | 84 | Sep 29, 2014 | FSXAX vs SSFNX | |
| Fidelity Managed Retirement Income Fund Class K6 | 84 | Aug 1, 2019 | FSXAX vs FRHMX |
Top Performing FSXAX Alternatives (YTD)
FSXAX alternatives from the Target Retirement Date category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Prudential Day One Income Fund | 0.08% | Dec 12, 2016 | FSXAX vs PDAHX | |
| State Street Target Retirement Fund | -0.35% | Sep 29, 2014 | FSXAX vs SSFNX | |
| Dimensional Retirement Income Fund | -0.37% | Nov 1, 2015 | FSXAX vs TDIFX | |
| Prudential Day One 2020 Fund | -0.38% | Dec 12, 2016 | FSXAX vs PDDDX | |
| Fidelity Freedom Income Fund Class K6 | -0.40% | Oct 17, 1996 | FSXAX vs FYTKX |
Lowest Volatility Alternatives to FSXAX
FSXAX alternatives from the Target Retirement Date category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Dimensional Retirement Income Fund | 4.31% | Nov 1, 2015 | FSXAX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.34% | Oct 2, 2009 | FSXAX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.35% | Oct 2, 2009 | FSXAX vs FFGZX | |
| Fidelity Managed Retirement Income Fund Class K | 4.58% | Aug 1, 2019 | FSXAX vs FRKMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 4.59% | Aug 30, 2007 | FSXAX vs FRAMX |
Lowest Drawdown Alternatives to FSXAX
FSXAX alternatives from the Target Retirement Date category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Dimensional Retirement Income Fund | -2.84% | Nov 1, 2015 | FSXAX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | -3.32% | Oct 2, 2009 | FSXAX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | Oct 2, 2009 | FSXAX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | -3.41% | Aug 1, 2019 | FSXAX vs FRQHX | |
| Fidelity Managed Retirement Income Fund Class K6 | -3.42% | Aug 1, 2019 | FSXAX vs FRHMX |
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 | FSXAX vs FXAIX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 46 | -6.77% | — | FSXAX vs FZROX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 28 | -13.03% | — | FSXAX vs FSPGX | |
| Fidelity Select Semiconductors Portfolio | Technology Equities | 94 | 0.00% | Jul 29, 1985 | FSXAX vs FSELX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 45 | -6.77% | — | FSXAX vs FSKAX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 54 | -11.15% | Dec 31, 1987 | FSXAX vs FBGRX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 45 | -7.30% | — | FSXAX vs FNILX | |
| Fidelity Contrafund Fund | Large Cap Growth Equities | 44 | -8.57% | May 17, 1967 | FSXAX vs FCNTX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 64 | -1.94% | Nov 5, 1997 | FSXAX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 79 | -1.15% | Jun 7, 2016 | FSXAX vs FTIHX |
Often Compared With FSXAX
What investors most often compare with FSXAX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fidelity ZERO International Index Fund | Large Cap Blend Equities, Foreign Large Cap Equities | 80 | -0.81% | — | FSXAX vs FZILX | |
| John Hancock Funds Multi-Index 2045 Lifetime Portf... | Target Retirement Date | 59 | -3.42% | Nov 6, 2013 | FSXAX vs JRLVX | |
| Fidelity Managed Retirement 2010 Fund Class K | Target Retirement Date | 83 | -0.48% | Aug 1, 2019 | FSXAX vs FRQKX | |
| Principal LifeTime 2050 Fund | Target Retirement Date | 39 | -5.09% | Feb 28, 2001 | FSXAX vs PPLIX | |
| Principal LifeTime 2055 Fund | Target Retirement Date | 39 | -5.21% | Feb 28, 2008 | FSXAX vs LTFIX |
Compare FSXAX with Any Fund or Stock
Compare FSXAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.