Fidelity Advisor Asset Manager 30% Fund Class A (FTAAX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to FTAAX
FTAAX charges 0.83% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among FTAAX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | FTAAX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | FTAAX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | FTAAX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | FTAAX vs BWBIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | Feb 9, 2022 | FTAAX vs FYMIX |
Best Risk-Adjusted Alternatives to FTAAX
Among mutual funds in the Diversified Portfolio 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 | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | Nov 16, 2003 | FTAAX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | FTAAX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | FTAAX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | FTAAX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | FTAAX vs PMAIX |
Top Performing FTAAX Alternatives (YTD)
FTAAX alternatives from the Diversified Portfolio category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Inflat... | 9.34% | Apr 8, 2012 | FTAAX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | FTAAX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | FTAAX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | FTAAX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | FTAAX vs CONWX |
Lowest Volatility Alternatives to FTAAX
FTAAX alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.93% | Nov 16, 2003 | FTAAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | FTAAX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | FTAAX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | FTAAX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | FTAAX vs SICIX |
Lowest Drawdown Alternatives to FTAAX
FTAAX alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.59% | Nov 16, 2003 | FTAAX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | FTAAX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | FTAAX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | FTAAX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | FTAAX vs SICIX |
Other Mutual Funds from BlackRock
Most popular BlackRock mutual funds on PortfoliosLab, across asset classes.
Often Compared With FTAAX
What investors most often compare with FTAAX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 28 | -13.03% | — | FTAAX vs FSPGX |
Compare FTAAX with Any Fund or Stock
Compare FTAAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.