Fidelity - Asset Manager 50% Symbol: FASMX

The Asset Manager 50% fund, symbol FASMX, is an exchange traded fund (ETF) within the Fidelity family. There are many other funds which offer a similar return profile to FASMX, available as an ETF from Fidelity, and a mutual fund from Vanguard Mutual Funds.

What is similar to FASMX?

When comparing both daily movements and return profile, there are multiple funds which are very similar to Fidelity's Asset Manager 50%, but not exactly the same. FSANX (Fidelity Asset Manager 60%), FFANX (Fidelity Asset Manager 40%), FQIFX (Fidelity Freedom Index 2025 Investor), FMRAX (Fidelity Managed Retirement 2030 Fund), FMRHX (Fidelity Simplicity RMD 2025 Fund), VTTVX (Vanguard Mutual Funds Target Retirement 2025 Fund), and FFFDX (Fidelity Freedom 2020 Fund).

Similarity	Symbol	Fund Family	Fund Name	Compare
Extremely Similar	FFFDX	Fidelity	Freedom 2020 Fund
Extremely Similar	VTTVX	Vanguard Mutual Funds	Target Retirement 2025 Fund
Extremely Similar	FMRHX	Fidelity	Simplicity RMD 2025 Fund
Extremely Similar	FMRAX	Fidelity	Managed Retirement 2030 Fund
Extremely Similar	FQIFX	Fidelity	Freedom Index 2025 Investor
Extremely Similar	FFANX	Fidelity	Asset Manager 40%
Extremely Similar	FSANX	Fidelity	Asset Manager 60%

What is the Vanguard Mutual Funds equivalent of FASMX?

We track 1 Vanguard Mutual Funds mutual fund which is extremely similar to Fidelity's FASMX: VTTVX (Target Retirement 2025 Fund).

Similarity	Symbol	Fund Family	Fund Name	Compare
Extremely Similar	VTTVX	Vanguard Mutual Funds	Target Retirement 2025 Fund

Which Fidelity funds are most similar to FASMX?

Similarity	Symbol	Fund Family	Fund Name	Compare
Extremely Similar	FSANX	Fidelity	Asset Manager 60%
Extremely Similar	FFANX	Fidelity	Asset Manager 40%
Extremely Similar	FQIFX	Fidelity	Freedom Index 2025 Investor
Extremely Similar	FMRAX	Fidelity	Managed Retirement 2030 Fund
Extremely Similar	FMRHX	Fidelity	Simplicity RMD 2025 Fund

Which Non-Fidelity funds are most similar to FASMX?

Similarity	Symbol	Fund Family	Fund Name	Compare
Extremely Similar	VTTVX	Vanguard Mutual Funds	Target Retirement 2025 Fund
Very Similar	VITWX	Vanguard Mutual Funds	Institutional Target Retirement 2020 Fund
Very Similar	VTTWX	Vanguard Mutual Funds	Institutional Target Retirement 2030 Fund
Very Similar	VTWAX	Vanguard Mutual Funds	Total World Stock Index Fund Admiral Shares
Very Similar	VTWNX	Vanguard Mutual Funds	Target Retirement 2020 Fund

Which Fidelity funds are negatively correlated to FASMX?

Correlation	Symbol	Fund Family	Fund Name	Compare
-18.2%	FSTGX	Fidelity	Intermediate Government Income Fund
-15.7%	FGOVX	Fidelity	Government Income Fund
-12.6%	FFXSX	Fidelity	Limited Term Government Fund
-2.4%	FNDSX	Fidelity	Sustainability Bond Index Fund
6.7%	FTHRX	Fidelity	Intermediate Bond
7.3%	FSHBX	Fidelity	Short-Term Bond Fund
8.2%	FMSFX	Fidelity	Mortgage Securities Fund
9.1%	FBNDX	Fidelity	Investment Grade Bond
9.6%	FGMNX	Fidelity	GNMA Fund
12.1%	FCNVX	Fidelity	Conservative Income Bond Fund - Institutional Class

Which Non-Fidelity funds are negatively correlated to FASMX?

Correlation	Symbol	Fund Family	Fund Name	Compare
-95.1%	SH	PowerShares	Short S&P500
-94.2%	SDS	PowerShares	UltraShort S&P500
-92.8%	SPXU	PowerShares	UltraPro Short S&P500
-92.1%	DOG	PowerShares	Short Dow30
-91.9%	EFZ	PowerShares	Short MSCI EAFE
-91.8%	MYY	PowerShares	Short MidCap400
-90.9%	DXD	PowerShares	UltraShort Dow30
-90.7%	MZZ	PowerShares	UltraShort MidCap400
-89.5%	EPV	PowerShares	UltraShort FTSE Europe
-89.3%	EFU	PowerShares	UltraShort MSCI EAFE