Fidelity Advisor Asset Manager 20% Fund Class I (FTIWX) 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 FTIWX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FTIWX
FTIWX charges 0.56% annually. There are 216 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 | FTIWX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | FTIWX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | FTIWX vs TSAIX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 64.10B | Dec 2000 | FTIWX vs VBAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | FTIWX vs FYMIX |
Best Risk-Adjusted Alternatives to FTIWX
FTIWX has a PortfoliosLab risk / return rank of 81. There are 55 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 | FTIWX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 97 | — | Dec 2002 | FTIWX vs TIBIX | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | FTIWX vs NWQIX | |
| Pioneer Balanced ESG Fund | 94 | — | Dec 1991 | FTIWX vs AYBLX | |
| Victory Pioneer Balanced Fund Class A | 94 | — | Dec 1991 | FTIWX vs AOBLX |
Top Performing FTIWX Alternatives (YTD)
FTIWX is at 4.34% YTD. There are 435 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 | FTIWX vs EKBAX | |
| Greenspring Fund | 20.03% | — | Jun 1983 | FTIWX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 18.01% | — | Aug 1998 | FTIWX vs MHELX | |
| ICON Equity Income Fund | 16.48% | — | May 2004 | FTIWX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 15.32% | — | Dec 2002 | FTIWX vs TIBIX |
Lowest Volatility Alternatives to FTIWX
FTIWX has 4.47% 1-year volatility. There are 18 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 | FTIWX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.84% | — | Nov 2003 | FTIWX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.87% | — | Apr 2012 | FTIWX vs SCLAX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | FTIWX vs AVEFX | |
| American Funds College 2027 Fund | 3.10% | — | Sep 2012 | FTIWX vs CSTAX |
Lowest Drawdown Alternatives to FTIWX
FTIWX has a 1-year max drawdown of -3.28%. There are 13 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 | FTIWX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | FTIWX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | FTIWX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | FTIWX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | FTIWX 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 | FTIWX vs ECAT | |
| iShares S&P 500 Index Fund Class K | S&P 500 | 65 | 10.85% | — | Jul 1993 | FTIWX vs WFSPX | |
| BlackRock Global Equity Market Neutral Fund Class ... | Equity Market Neutral | 96 | 11.25% | — | Dec 2012 | FTIWX vs BDMIX | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 63 | 12.04% | — | May 2011 | FTIWX vs LIVIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 74 | 11.53% | — | Dec 1991 | FTIWX vs FASGX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 51 | 9.30% | — | Jul 2010 | FTIWX vs ASFYX | |
| BlackRock Enhanced Equity Dividend Fund | Derivative Income | 39 | 6.19% | — | Aug 2005 | FTIWX vs BDJ | |
| BlackRock Technology Opportunities Fund Investor A | Technology Equities | 49 | 34.92% | — | Apr 2000 | FTIWX vs BGSAX | |
| Fidelity Asset Manager 40% Fund | Diversified Portfolio | 77 | 7.24% | — | Oct 2007 | FTIWX vs FFANX | |
| Fidelity Asset Manager 85% Fund | Diversified Portfolio | 73 | 13.68% | — | Sep 1999 | FTIWX vs FAMRX |
Often Compared With FTIWX
Investors most often compare FTIWX with BWBIX, VTMFX, VTCLX. These 15 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare FTIWX with Any Fund or Stock
Compare FTIWX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FTIWX with funds that move differently
Fidelity Advisor Asset Manager 20% Fund Class I alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FTIWX.
Explore FTIWX Diversifiers