Fidelity Asset Manager 30% Fund (FTANX) 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 FTANX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FTANX
FTANX charges 0.52% annually. There are 202 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 | FTANX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | FTANX vs PALDX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 64.10B | Dec 2000 | FTANX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | FTANX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | FTANX vs BWBIX |
Best Risk-Adjusted Alternatives to FTANX
FTANX has a PortfoliosLab risk / return rank of 81. There are 67 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 | FTANX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | FTANX vs TIBIX | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | FTANX vs NWQIX | |
| Federated Hermes Municipal and Stock Advantage Fun... | 94 | — | Sep 2003 | FTANX vs FMUAX | |
| Pioneer Balanced ESG Fund | 93 | — | Dec 1991 | FTANX vs AYBLX |
Top Performing FTANX Alternatives (YTD)
FTANX is at 5.83% YTD. There are 335 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 30.31%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 30.31% | — | Jan 1998 | FTANX vs EKBAX | |
| Greenspring Fund | 19.30% | — | Jun 1983 | FTANX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 18.84% | — | Aug 1998 | FTANX vs MHELX | |
| ICON Equity Income Fund | 18.66% | — | May 2004 | FTANX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 16.85% | — | Dec 2002 | FTANX vs TIBIX |
Lowest Volatility Alternatives to FTANX
FTANX has 5.93% 1-year volatility. There are 91 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.85%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.85% | — | Nov 2003 | FTANX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.82% | — | Nov 2003 | FTANX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.87% | — | Apr 2012 | FTANX vs SCLAX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | FTANX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | FTANX vs CSTAX |
Lowest Drawdown Alternatives to FTANX
FTANX has a 1-year max drawdown of -4.32%. There are 73 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 | FTANX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | FTANX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | FTANX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | FTANX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | FTANX vs CSTAX |
Other Mutual Funds from BlackRock
The 10 most viewed BlackRock mutual funds shown here include ECAT, WFSPX, BDMIX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| BlackRock ESG Capital Allocation Term Trust | Tactical Allocation, Derivative Income, ESG | 40 | 14.87% | — | Sep 2021 | FTANX vs ECAT | |
| iShares S&P 500 Index Fund Class K | S&P 500 | 68 | 11.30% | — | Jul 1993 | FTANX vs WFSPX | |
| BlackRock Global Equity Market Neutral Fund Class ... | Equity Market Neutral | 96 | 11.80% | — | Dec 2012 | FTANX vs BDMIX | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 68 | 12.25% | — | May 2011 | FTANX vs LIVIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 77 | 11.70% | — | Dec 1991 | FTANX vs FASGX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 55 | 9.82% | — | Jul 2010 | FTANX vs ASFYX | |
| BlackRock Enhanced Equity Dividend Fund | Derivative Income | 43 | 6.43% | — | Aug 2005 | FTANX vs BDJ | |
| BlackRock Technology Opportunities Fund Investor A | Technology Equities | 41 | 31.15% | — | Apr 2000 | FTANX vs BGSAX | |
| Fidelity Asset Manager 40% Fund | Diversified Portfolio | 80 | 7.36% | — | Oct 2007 | FTANX vs FFANX | |
| Fidelity Asset Manager 85% Fund | Diversified Portfolio | 76 | 13.91% | — | Sep 1999 | FTANX vs FAMRX |
Often Compared With FTANX
Investors most often compare FTANX with FKIFX, FHATX, VWINX. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare FTANX with Any Fund or Stock
Compare FTANX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FTANX with funds that move differently
Fidelity Asset Manager 30% Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FTANX.
Explore FTANX Diversifiers