Fidelity Sustainable Multi-Asset Fund (FYMIX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to FYMIX
FYMIX charges 0.05% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among FYMIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | FYMIX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | FYMIX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | FYMIX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | FYMIX vs BWBIX | |
| Mutual of America Aggressive Allocation Fund | 0.05% | Nov 29, 2021 | FYMIX vs MAANX |
Best Risk-Adjusted Alternatives to FYMIX
Among mutual funds in the Diversified Portfolio category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | Nov 16, 2003 | FYMIX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | FYMIX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | FYMIX vs BERIX | |
| Nuveen Flexible Income Fund | 96 | Dec 8, 2009 | FYMIX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | FYMIX vs PMAIX |
Top Performing FYMIX Alternatives (YTD)
FYMIX alternatives from the Diversified Portfolio category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| PGIM Real Assets Fund | 10.18% | Dec 29, 2010 | FYMIX vs PUDZX | |
| Thornburg Investment Income Builder Fund Class I | 9.82% | Dec 24, 2002 | FYMIX vs TIBIX | |
| DWS RREEF Real Assets Fund - Class A | 9.77% | Jul 30, 2007 | FYMIX vs AAAAX | |
| ICON Equity Income Fund | 9.60% | May 9, 2004 | FYMIX vs IOEZX | |
| Timothy Plan Defensive Strategies Fund | 9.31% | Nov 3, 2009 | FYMIX vs TPDAX |
Lowest Volatility Alternatives to FYMIX
FYMIX alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.93% | Nov 16, 2003 | FYMIX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.66% | Apr 8, 2012 | FYMIX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | FYMIX vs AVEFX | |
| American Funds College 2027 Fund | 3.50% | Sep 13, 2012 | FYMIX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.68% | Nov 16, 2003 | FYMIX vs SICIX |
Lowest Drawdown Alternatives to FYMIX
FYMIX alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.59% | Nov 16, 2003 | FYMIX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | FYMIX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | FYMIX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | FYMIX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | FYMIX vs SICIX |
Other Mutual Funds from Fidelity
Most popular Fidelity mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | S&P 500 | 60 | -4.34% | Feb 17, 1988 | FYMIX vs FXAIX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 60 | -3.98% | — | FYMIX vs FZROX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 41 | -9.77% | — | FYMIX vs FSPGX | |
| Fidelity Select Semiconductors Portfolio | Technology Equities | 96 | 7.19% | Jul 29, 1985 | FYMIX vs FSELX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 59 | -3.98% | — | FYMIX vs FSKAX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 71 | -7.12% | Dec 31, 1987 | FYMIX vs FBGRX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 59 | -4.59% | — | FYMIX vs FNILX | |
| Fidelity Contrafund Fund | Large Cap Growth Equities | 62 | -5.35% | May 17, 1967 | FYMIX vs FCNTX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 76 | 0.95% | Nov 5, 1997 | FYMIX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 86 | 1.79% | Jun 7, 2016 | FYMIX vs FTIHX |
Often Compared With FYMIX
What investors most often compare with FYMIX, 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.