Fidelity Asset Manager 30% Fund (FTANX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to FTANX
FTANX charges 0.52% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among FTANX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | FTANX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | FTANX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | FTANX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | Feb 9, 2022 | FTANX vs FYMIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | FTANX vs BWBIX |
Best Risk-Adjusted Alternatives to FTANX
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 | FTANX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | FTANX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | FTANX vs BERIX | |
| Nuveen Flexible Income Fund | 96 | Dec 8, 2009 | FTANX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | FTANX vs PMAIX |
Top Performing FTANX Alternatives (YTD)
FTANX alternatives from the Diversified Portfolio category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| PGIM Real Assets Fund | 10.18% | Dec 29, 2010 | FTANX vs PUDZX | |
| Thornburg Investment Income Builder Fund Class I | 9.82% | Dec 24, 2002 | FTANX vs TIBIX | |
| DWS RREEF Real Assets Fund - Class A | 9.77% | Jul 30, 2007 | FTANX vs AAAAX | |
| ICON Equity Income Fund | 9.60% | May 9, 2004 | FTANX vs IOEZX | |
| Timothy Plan Defensive Strategies Fund | 9.31% | Nov 3, 2009 | FTANX vs TPDAX |
Lowest Volatility Alternatives to FTANX
FTANX 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 | FTANX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.66% | Apr 8, 2012 | FTANX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | FTANX vs AVEFX | |
| American Funds College 2027 Fund | 3.50% | Sep 13, 2012 | FTANX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.68% | Nov 16, 2003 | FTANX vs SICIX |
Lowest Drawdown Alternatives to FTANX
FTANX 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 | FTANX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | FTANX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | FTANX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | FTANX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | FTANX vs SICIX |
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Often Compared With FTANX
What investors most often compare with FTANX, 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.