Fidelity Advisor Asset Manager 20% Fund Class M (FTDWX) 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 FTDWX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FTDWX
FTDWX charges 1.07% annually. There are 439 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 | FTDWX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | FTDWX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | FTDWX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | FTDWX vs FYMIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | FTDWX vs BWBIX |
Best Risk-Adjusted Alternatives to FTDWX
FTDWX has a PortfoliosLab risk / return rank of 78. There are 78 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 | FTDWX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | FTDWX vs TIBIX | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | FTDWX vs NWQIX | |
| Allspring Diversified Capital Builder Fund | 95 | — | Jan 1998 | FTDWX vs EKBAX | |
| Pioneer Balanced ESG Fund | 94 | — | Dec 1991 | FTDWX vs AYBLX |
Top Performing FTDWX Alternatives (YTD)
FTDWX is at 4.36% YTD. There are 417 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 38.34%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 38.34% | — | Jan 1998 | FTDWX vs EKBAX | |
| Greenspring Fund | 20.69% | — | Jun 1983 | FTDWX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 18.72% | — | Aug 1998 | FTDWX vs MHELX | |
| Thornburg Investment Income Builder Fund Class I | 17.52% | — | Dec 2002 | FTDWX vs TIBIX | |
| Sound Mind Investing Fund | 15.94% | — | Dec 2005 | FTDWX vs SMIFX |
Lowest Volatility Alternatives to FTDWX
FTDWX has 4.43% 1-year volatility. There are 15 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 | FTDWX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.82% | — | Apr 2012 | FTDWX vs SCLAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.85% | — | Nov 2003 | FTDWX vs SICIX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | FTDWX vs AVEFX | |
| American Funds College 2027 Fund | 3.14% | — | Sep 2012 | FTDWX vs CSTAX |
Lowest Drawdown Alternatives to FTDWX
FTDWX has a 1-year max drawdown of -3.34%. There are 25 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 | FTDWX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | FTDWX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | FTDWX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | FTDWX vs SICIX | |
| Fidelity Strategic Real Return Fund Class K6 | -2.68% | — | Sep 2005 | FTDWX vs FSRKX |
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 | 30 | 11.26% | — | Sep 2021 | FTDWX vs ECAT | |
| iShares S&P 500 Index Fund Class K | S&P 500 | 65 | 9.77% | — | Jul 1993 | FTDWX vs WFSPX | |
| BlackRock Global Long/Short Equity Fund Class I | Long-Short | 96 | 13.03% | — | Dec 2012 | FTDWX vs BDMIX | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 69 | 12.39% | — | May 2011 | FTDWX vs LIVIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 77 | 11.90% | — | Dec 1991 | FTDWX vs FASGX | |
| BlackRock Enhanced Equity Dividend Fund | Derivative Income | 28 | 1.80% | — | Aug 2005 | FTDWX vs BDJ | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 64 | 11.89% | — | Jul 2010 | FTDWX vs ASFYX | |
| BlackRock Technology Opportunities Fund Investor A | Technology Equities | 69 | 43.67% | — | Apr 2000 | FTDWX vs BGSAX | |
| Fidelity Asset Manager 40% Fund | Diversified Portfolio | 79 | 7.45% | — | Oct 2007 | FTDWX vs FFANX | |
| Fidelity Asset Manager 85% Fund | Diversified Portfolio | 77 | 14.17% | — | Sep 1999 | FTDWX vs FAMRX |
Often Compared With FTDWX
Investors most often compare FTDWX with FIQDX, BLNDX, FCSRX. These 10 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare FTDWX with Any Fund or Stock
Compare FTDWX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FTDWX with funds that move differently
Fidelity Advisor Asset Manager 20% Fund Class M alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FTDWX.
Explore FTDWX Diversifiers