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 Balanced Index Fund Institutional Shares | 0.04% | 64.10B | Dec 2000 | FTAWX vs VBAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | FTAWX vs VTMFX |
Best Risk-Adjusted Alternatives to FTAWX
FTAWX has a PortfoliosLab risk / return rank of 78. There are 75 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 | 97 | — | Dec 2002 | FTAWX vs TIBIX | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | FTAWX vs NWQIX | |
| Pioneer Balanced ESG Fund | 94 | — | Dec 1991 | FTAWX vs AYBLX | |
| Victory Pioneer Balanced Fund Class A | 94 | — | Dec 1991 | FTAWX vs AOBLX |
Top Performing FTAWX Alternatives (YTD)
FTAWX is at 4.24% YTD. There are 443 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 33.29%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 33.29% | — | Jan 1998 | FTAWX vs EKBAX | |
| Greenspring Fund | 20.03% | — | Jun 1983 | FTAWX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 18.01% | — | Aug 1998 | FTAWX vs MHELX | |
| ICON Equity Income Fund | 16.48% | — | May 2004 | FTAWX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 15.32% | — | Dec 2002 | FTAWX vs TIBIX |
Lowest Volatility Alternatives to FTAWX
FTAWX has 4.48% 1-year volatility. There are 21 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 | FTAWX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.84% | — | Nov 2003 | FTAWX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.87% | — | Apr 2012 | FTAWX vs SCLAX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | FTAWX vs AVEFX | |
| American Funds College 2027 Fund | 3.10% | — | Sep 2012 | FTAWX vs CSTAX |
Lowest Drawdown Alternatives to FTAWX
FTAWX has a 1-year max drawdown of -3.31%. There are 16 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 | |
| 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 | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | FTAWX 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 | 38 | 14.88% | — | Sep 2021 | FTAWX vs ECAT | |
| iShares S&P 500 Index Fund Class K | S&P 500 | 65 | 10.85% | — | Jul 1993 | FTAWX vs WFSPX | |
| BlackRock Global Equity Market Neutral Fund Class ... | Equity Market Neutral | 96 | 11.25% | — | Dec 2012 | FTAWX vs BDMIX | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 63 | 12.04% | — | May 2011 | FTAWX vs LIVIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 74 | 11.53% | — | Dec 1991 | FTAWX vs FASGX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 51 | 9.30% | — | Jul 2010 | FTAWX vs ASFYX | |
| BlackRock Enhanced Equity Dividend Fund | Derivative Income | 39 | 6.19% | — | Aug 2005 | FTAWX vs BDJ | |
| BlackRock Technology Opportunities Fund Investor A | Technology Equities | 49 | 34.92% | — | Apr 2000 | FTAWX vs BGSAX | |
| Fidelity Asset Manager 40% Fund | Diversified Portfolio | 77 | 7.24% | — | Oct 2007 | FTAWX vs FFANX | |
| Fidelity Asset Manager 85% Fund | Diversified Portfolio | 73 | 13.68% | — | Sep 1999 | FTAWX vs FAMRX |
Often Compared With FTAWX
Investors most often compare FTAWX with FCSRX, FSIRX, FSRKX. These 17 comparison targets span 5 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