Fidelity Sustainable Multi-Asset Fund (FYMIX) 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 FYMIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FYMIX
FYMIX charges 0.05% annually. There are 3 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 | FYMIX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | FYMIX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | FYMIX vs TSAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | FYMIX vs VTMFX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | FYMIX vs BWBIX |
Best Risk-Adjusted Alternatives to FYMIX
FYMIX has a PortfoliosLab risk / return rank of 59. There are 289 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 | FYMIX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | FYMIX vs TIBIX | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | FYMIX vs NWQIX | |
| Allspring Diversified Capital Builder Fund | 95 | — | Jan 1998 | FYMIX vs EKBAX | |
| Pioneer Balanced ESG Fund | 95 | — | Dec 1991 | FYMIX vs AYBLX |
Top Performing FYMIX Alternatives (YTD)
FYMIX is at 9.89% YTD. There are 99 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 | FYMIX vs EKBAX | |
| Greenspring Fund | 21.91% | — | Jun 1983 | FYMIX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 20.27% | — | Aug 1998 | FYMIX vs MHELX | |
| Thornburg Investment Income Builder Fund Class I | 17.52% | — | Dec 2002 | FYMIX vs TIBIX | |
| Sound Mind Investing Fund | 15.84% | — | Dec 2005 | FYMIX vs SMIFX |
Lowest Volatility Alternatives to FYMIX
FYMIX has 11.47% 1-year volatility. There are 457 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 | FYMIX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.83% | — | Apr 2012 | FYMIX vs SCLAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.86% | — | Nov 2003 | FYMIX vs SICIX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | FYMIX vs AVEFX | |
| American Funds College 2027 Fund | 3.14% | — | Sep 2012 | FYMIX vs CSTAX |
Lowest Drawdown Alternatives to FYMIX
FYMIX has a 1-year max drawdown of -8.80%. There are 483 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 | FYMIX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | FYMIX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | FYMIX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | FYMIX vs SICIX | |
| Fidelity Strategic Real Return Fund Class K6 | -2.68% | — | Sep 2005 | FYMIX vs FSRKX |
Other Mutual Funds from Fidelity
The 10 most viewed Fidelity mutual funds shown here include FXAIX, FSELX, FZROX and span 6 categories. AUM among these funds goes as high as $176B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | S&P 500 | 65 | 9.79% | — | Feb 1988 | FYMIX vs FXAIX | |
| Fidelity Select Semiconductors Portfolio | Semiconductors, Technology Equities | 96 | 89.12% | — | Jul 1985 | FYMIX vs FSELX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 65 | 10.41% | — | — | FYMIX vs FZROX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 64 | 10.43% | — | — | FYMIX vs FSKAX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 21 | 3.18% | — | — | FYMIX vs FSPGX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 68 | 16.84% | — | Dec 1987 | FYMIX vs FBGRX | |
| Fidelity Contrafund | Large Cap Growth Equities | 37 | 8.62% | 176.32B | May 1967 | FYMIX vs FCNTX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 62 | 9.63% | — | — | FYMIX vs FNILX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 39 | 10.74% | — | Nov 1997 | FYMIX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 66 | 15.70% | — | Jun 2016 | FYMIX vs FTIHX |
Often Compared With FYMIX
Investors most often compare FYMIX with FBALX, VASGX, ACV. These 20 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare FYMIX with Any Fund or Stock
Compare FYMIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FYMIX with funds that move differently
Fidelity Sustainable Multi-Asset Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FYMIX.
Explore FYMIX Diversifiers