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 442 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 | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | FTDWX vs VBAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | FTDWX vs BWBIX |
Best Risk-Adjusted Alternatives to FTDWX
FTDWX has a PortfoliosLab risk / return rank of 70. There are 166 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 | 96 | — | Dec 2009 | FTDWX vs NWQIX | |
| Davis Appreciation & Income Fund | 95 | — | Apr 1992 | FTDWX vs RPFCX | |
| Fidelity Strategic Real Return Fund | 95 | — | Sep 2005 | FTDWX vs FSRRX |
Top Performing FTDWX Alternatives (YTD)
FTDWX is at 3.30% YTD. There are 462 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 29.12%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 29.12% | — | Jan 1998 | FTDWX vs EKBAX | |
| ICON Equity Income Fund | 20.77% | — | May 2004 | FTDWX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 17.74% | — | Dec 2002 | FTDWX vs TIBIX | |
| Greenspring Fund | 16.72% | — | Jun 1983 | FTDWX vs GRSPX | |
| Bruce Fund | 16.02% | — | Mar 1968 | FTDWX vs BRUFX |
Lowest Volatility Alternatives to FTDWX
FTDWX has 4.55% 1-year volatility. There are 19 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 | FTDWX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.81% | — | Nov 2003 | FTDWX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.91% | — | Apr 2012 | FTDWX vs SCLAX | |
| Ave Maria Bond Fund | 3.00% | — | Apr 2003 | FTDWX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | FTDWX vs CSTAX |
Lowest Drawdown Alternatives to FTDWX
FTDWX has a 1-year max drawdown of -3.34%. 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 | 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 | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | FTDWX vs CSTAX |
Other Mutual Funds from BlackRock
The 10 most viewed BlackRock mutual funds shown here include ECAT, WFSPX, BDMIX and span 10 categories. AUM among these funds goes as high as $12B.
Often Compared With FTDWX
Investors most often compare FTDWX with FIQDX, BLNDX, FCSRX. These 20 comparison targets span 7 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