Fidelity Advisor Asset Manager 30% Fund Class A (FTAAX) 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 FTAAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FTAAX
FTAAX charges 0.83% annually. There are 352 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 | FTAAX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | FTAAX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | FTAAX vs TSAIX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | FTAAX vs VBAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | FTAAX vs BWBIX |
Best Risk-Adjusted Alternatives to FTAAX
FTAAX has a PortfoliosLab risk / return rank of 68. There are 197 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 | FTAAX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | FTAAX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | FTAAX vs NWQIX | |
| Davis Appreciation & Income Fund | 95 | — | Apr 1992 | FTAAX vs RPFCX | |
| Fidelity Strategic Real Return Fund | 95 | — | Sep 2005 | FTAAX vs FSRRX |
Top Performing FTAAX Alternatives (YTD)
FTAAX is at 4.61% YTD. There are 386 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 | FTAAX vs EKBAX | |
| ICON Equity Income Fund | 20.77% | — | May 2004 | FTAAX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 17.74% | — | Dec 2002 | FTAAX vs TIBIX | |
| Greenspring Fund | 16.72% | — | Jun 1983 | FTAAX vs GRSPX | |
| Bruce Fund | 16.02% | — | Mar 1968 | FTAAX vs BRUFX |
Lowest Volatility Alternatives to FTAAX
FTAAX has 6.04% 1-year volatility. There are 97 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 | FTAAX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.81% | — | Nov 2003 | FTAAX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.91% | — | Apr 2012 | FTAAX vs SCLAX | |
| Ave Maria Bond Fund | 3.00% | — | Apr 2003 | FTAAX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | FTAAX vs CSTAX |
Lowest Drawdown Alternatives to FTAAX
FTAAX has a 1-year max drawdown of -4.34%. There are 74 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 | FTAAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | FTAAX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | FTAAX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | FTAAX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | FTAAX vs CSTAX |
Other Mutual Funds from BlackRock
The 10 most viewed BlackRock mutual funds shown here include ECAT, WFSPX, BDMIX and span 10 categories. AUM among these funds goes as high as $12B.
Often Compared With FTAAX
Investors most often compare FTAAX with FSPGX, NASDX, VTCLX. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare FTAAX with Any Fund or Stock
Compare FTAAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FTAAX with funds that move differently
Fidelity Advisor Asset Manager 30% Fund Class A alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FTAAX.
Explore FTAAX Diversifiers