Fidelity Advisor Asset Manager 20% Fund Class C (FTCWX) 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 FTCWX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FTCWX
FTCWX charges 1.58% annually. There are 506 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 | FTCWX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | FTCWX vs PALDX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 64.10B | Dec 2000 | FTCWX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | FTCWX vs TSAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | FTCWX vs VTMFX |
Best Risk-Adjusted Alternatives to FTCWX
FTCWX has a PortfoliosLab risk / return rank of 66. There are 194 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 | FTCWX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 97 | — | Dec 2002 | FTCWX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | FTCWX vs NWQIX | |
| Pioneer Balanced ESG Fund | 94 | — | Dec 1991 | FTCWX vs AYBLX | |
| Victory Pioneer Balanced Fund Class A | 94 | — | Dec 1991 | FTCWX vs AOBLX |
Top Performing FTCWX Alternatives (YTD)
FTCWX is at 3.67% YTD. There are 477 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 33.16%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 33.16% | — | Jan 1998 | FTCWX vs EKBAX | |
| Greenspring Fund | 20.03% | — | Jun 1983 | FTCWX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 19.67% | — | Aug 1998 | FTCWX vs MHELX | |
| ICON Equity Income Fund | 17.57% | — | May 2004 | FTCWX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 16.15% | — | Dec 2002 | FTCWX vs TIBIX |
Lowest Volatility Alternatives to FTCWX
FTCWX has 4.44% 1-year volatility. There are 15 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 | FTCWX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.83% | — | Nov 2003 | FTCWX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.86% | — | Apr 2012 | FTCWX vs SCLAX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | FTCWX vs AVEFX | |
| American Funds College 2027 Fund | 3.09% | — | Sep 2012 | FTCWX vs CSTAX |
Lowest Drawdown Alternatives to FTCWX
FTCWX has a 1-year max drawdown of -3.34%. There are 17 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 | FTCWX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | FTCWX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | FTCWX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | FTCWX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | FTCWX 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 | 39 | 15.10% | — | Sep 2021 | FTCWX vs ECAT | |
| iShares S&P 500 Index Fund Class K | S&P 500 | 65 | 11.33% | — | Jul 1993 | FTCWX vs WFSPX | |
| BlackRock Global Equity Market Neutral Fund Class ... | Equity Market Neutral | 96 | 11.25% | — | Dec 2012 | FTCWX vs BDMIX | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 64 | 12.43% | — | May 2011 | FTCWX vs LIVIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 73 | 11.70% | — | Dec 1991 | FTCWX vs FASGX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 51 | 9.56% | — | Jul 2010 | FTCWX vs ASFYX | |
| BlackRock Enhanced Equity Dividend Fund | Derivative Income | 41 | 5.97% | — | Aug 2005 | FTCWX vs BDJ | |
| BlackRock Technology Opportunities Fund Investor A | Technology Equities | 50 | 34.57% | — | Apr 2000 | FTCWX vs BGSAX | |
| Fidelity Asset Manager 40% Fund | Diversified Portfolio | 72 | 6.74% | — | Oct 2007 | FTCWX vs FFANX | |
| Fidelity Asset Manager 85% Fund | Diversified Portfolio | 72 | 13.91% | — | Sep 1999 | FTCWX vs FAMRX |
Often Compared With FTCWX
Investors most often compare FTCWX with PUDZX, NASDX, VTCLX. These 14 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare FTCWX with Any Fund or Stock
Compare FTCWX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FTCWX with funds that move differently
Fidelity Advisor Asset Manager 20% Fund Class C alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FTCWX.
Explore FTCWX Diversifiers