Fidelity Advisor Asset Manager 20% Fund Class A (FTAWX) 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 FTAWX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FTAWX
FTAWX charges 0.82% annually. There are 350 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 | FTAWX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | FTAWX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | FTAWX vs TSAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | FTAWX vs VTMFX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | FTAWX vs FYMIX |
Best Risk-Adjusted Alternatives to FTAWX
FTAWX has a PortfoliosLab risk / return rank of 79. 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 | FTAWX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | FTAWX vs TIBIX | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | FTAWX vs NWQIX | |
| Allspring Diversified Capital Builder Fund | 95 | — | Jan 1998 | FTAWX vs EKBAX | |
| Pioneer Balanced ESG Fund | 94 | — | Dec 1991 | FTAWX vs AYBLX |
Top Performing FTAWX Alternatives (YTD)
FTAWX is at 4.52% YTD. There are 414 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 36.76%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 36.76% | — | Jan 1998 | FTAWX vs EKBAX | |
| Greenspring Fund | 20.69% | — | Jun 1983 | FTAWX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 18.72% | — | Aug 1998 | FTAWX vs MHELX | |
| Thornburg Investment Income Builder Fund Class I | 17.68% | — | Dec 2002 | FTAWX vs TIBIX | |
| Sound Mind Investing Fund | 15.94% | — | Dec 2005 | FTAWX vs SMIFX |
Lowest Volatility Alternatives to FTAWX
FTAWX has 4.46% 1-year volatility. There are 20 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 | FTAWX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.82% | — | Apr 2012 | FTAWX vs SCLAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.85% | — | Nov 2003 | FTAWX vs SICIX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | FTAWX vs AVEFX | |
| American Funds College 2027 Fund | 3.13% | — | Sep 2012 | FTAWX vs CSTAX |
Lowest Drawdown Alternatives to FTAWX
FTAWX has a 1-year max drawdown of -3.31%. There are 24 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 | FTAWX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | FTAWX vs SCLAX | |
| Fidelity Strategic Real Return Fund Class K6 | -2.57% | — | Sep 2005 | FTAWX vs FSRKX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | FTAWX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | FTAWX vs SICIX |
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 | 34 | 12.06% | — | Sep 2021 | FTAWX vs ECAT | |
| iShares S&P 500 Index Fund Class K | S&P 500 | 66 | 10.17% | — | Jul 1993 | FTAWX vs WFSPX | |
| BlackRock Global Long/Short Equity Fund Class I | Long-Short | 95 | 12.96% | — | Dec 2012 | FTAWX vs BDMIX | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 67 | 12.50% | — | May 2011 | FTAWX vs LIVIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 76 | 12.03% | — | Dec 1991 | FTAWX vs FASGX | |
| BlackRock Enhanced Equity Dividend Fund | Derivative Income | 31 | 2.24% | — | Aug 2005 | FTAWX vs BDJ | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 60 | 11.24% | — | Jul 2010 | FTAWX vs ASFYX | |
| BlackRock Technology Opportunities Fund Investor A | Technology Equities | 66 | 43.57% | — | Apr 2000 | FTAWX vs BGSAX | |
| Fidelity Asset Manager 40% Fund | Diversified Portfolio | 79 | 7.59% | — | Oct 2007 | FTAWX vs FFANX | |
| Fidelity Asset Manager 85% Fund | Diversified Portfolio | 75 | 14.24% | — | Sep 1999 | FTAWX vs FAMRX |
Often Compared With FTAWX
Investors most often compare FTAWX with FCSRX, FSRRX, VTCLX. These 12 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare FTAWX with Any Fund or Stock
Compare FTAWX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FTAWX with funds that move differently
Fidelity Advisor Asset Manager 20% Fund Class A alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FTAWX.
Explore FTAWX Diversifiers