FACVX Alternatives & Similar Mutual Funds

Fidelity Advisor Convertible Securities Fund Class A (FACVX) belongs to the Preferred Stock/Convertible Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with FACVX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to FACVX

FACVX charges 0.97% annually. There are 10 mutual funds in the Preferred Stock/Convertible Bonds category with lower expense ratios, going as low as 0.59%.

Symbol	Name	Expense Ratio	AUM	Inception
FIQVX	Fidelity Advisor Convertible Securities Fund Class...	0.59%	—	Oct 2018	FACVX vs FIQVX
LPXZX	Cohen & Steers Low Duration Preferred and Income F...	0.60%	—	Nov 2015	FACVX vs LPXZX
FCVSX	Fidelity Convertible Securities Fund	0.67%	—	Jan 1987	FACVX vs FCVSX
FICVX	Fidelity Advisor Convertible Securities Fund Class...	0.70%	—	Feb 2009	FACVX vs FICVX
NPSRX	Nuveen Preferred Securities & Income Fund	0.74%	—	Dec 2006	FACVX vs NPSRX

Best Risk-Adjusted Alternatives to FACVX

FACVX has a PortfoliosLab risk / return rank of 89. There are 4 mutual funds in the Preferred Stock/Convertible Bonds category with higher risk-adjusted ranks, going as high as 91.

Symbol	Name	Risk / Return Rank	AUM	Inception
CICVX	Calamos Convertible Fund	91	—	Jun 1997	FACVX vs CICVX
CCVIX	Calamos Convertible Fund	91	—	Jun 1985	FACVX vs CCVIX
FIQVX	Fidelity Advisor Convertible Securities Fund Class...	90	—	Oct 2018	FACVX vs FIQVX
FICVX	Fidelity Advisor Convertible Securities Fund Class...	90	—	Feb 2009	FACVX vs FICVX
DPIIX	Destra Flaherty & Crumrine Preferred and Income Fu...	89	—	Apr 2011	FACVX vs DPIIX

Top Performing FACVX Alternatives (YTD)

FACVX is at 25.26% YTD. There are 5 mutual funds in the Preferred Stock/Convertible Bonds category with higher YTD returns, going as high as 26.40%.

Symbol	Name	YTD Return	AUM	Inception
CICVX	Calamos Convertible Fund	26.40%	—	Jun 1997	FACVX vs CICVX
CCVIX	Calamos Convertible Fund	26.29%	—	Jun 1985	FACVX vs CCVIX
FIQVX	Fidelity Advisor Convertible Securities Fund Class...	25.47%	—	Oct 2018	FACVX vs FIQVX
FCVSX	Fidelity Convertible Securities Fund	25.40%	—	Jan 1987	FACVX vs FCVSX
FICVX	Fidelity Advisor Convertible Securities Fund Class...	25.40%	—	Feb 2009	FACVX vs FICVX

Lowest Volatility Alternatives to FACVX

FACVX has 14.81% 1-year volatility. There are 12 mutual funds in the Preferred Stock/Convertible Bonds category with lower 1-year volatility, going as low as 1.85%.

Symbol	Name	Volatility 1Y	AUM	Inception
LPXZX	Cohen & Steers Low Duration Preferred and Income F...	1.85%	—	Nov 2015	FACVX vs LPXZX
DPIIX	Destra Flaherty & Crumrine Preferred and Income Fu...	2.12%	—	Apr 2011	FACVX vs DPIIX
PCSFX	Principal Capital Securities Fund	2.12%	—	Mar 2014	FACVX vs PCSFX
PPSIX	Principal Spectrum Preferred and Capital Securitie...	2.39%	—	Apr 2002	FACVX vs PPSIX
PISHX	Cohen & Steers Preferred Securities and Income SMA...	2.40%	—	Feb 2019	FACVX vs PISHX

Lowest Drawdown Alternatives to FACVX

FACVX has a 1-year max drawdown of -7.15%. There are 14 mutual funds in the Preferred Stock/Convertible Bonds category with shallower 1-year drawdowns, going as shallow as -2.14%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
LPXZX	Cohen & Steers Low Duration Preferred and Income F...	-2.14%	—	Nov 2015	FACVX vs LPXZX
DPIIX	Destra Flaherty & Crumrine Preferred and Income Fu...	-2.39%	—	Apr 2011	FACVX vs DPIIX
PISHX	Cohen & Steers Preferred Securities and Income SMA...	-2.83%	—	Feb 2019	FACVX vs PISHX
PCSFX	Principal Capital Securities Fund	-2.97%	—	Mar 2014	FACVX vs PCSFX
CPXIX	Cohen & Steers Preferred Securities and Income Fun...	-3.00%	—	May 2010	FACVX vs CPXIX

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
FXAIX	Fidelity 500 Index Fund	S&P 500	73	11.71%	—	Feb 1988	FACVX vs FXAIX
FSELX	Fidelity Select Semiconductors Portfolio	Semiconductors, Technology Equities	97	85.56%	—	Jul 1985	FACVX vs FSELX
FZROX	Fidelity ZERO Total Market Index Fund	Large Cap Blend Equities	72	12.01%	—	—	FACVX vs FZROX
FSPGX	Fidelity Large Cap Growth Index Fund	Large Cap Growth Equities	32	8.60%	—	—	FACVX vs FSPGX
FSKAX	Fidelity Total Market Index Fund	Large Cap Blend Equities	71	12.08%	—	—	FACVX vs FSKAX
FBGRX	Fidelity Blue Chip Growth Fund	Large Cap Growth Equities	75	18.56%	—	Dec 1987	FACVX vs FBGRX
FCNTX	Fidelity Contrafund	Large Cap Growth Equities	35	7.76%	176.32B	May 1967	FACVX vs FCNTX
FNILX	Fidelity ZERO Large Cap Index Fund	Large Cap Blend Equities	71	11.56%	—	—	FACVX vs FNILX
FSPSX	Fidelity International Index Fund	Foreign Large Cap Equities	27	9.51%	—	Nov 1997	FACVX vs FSPSX
FTIHX	Fidelity Total International Index Fund	Foreign Large Cap Equities	58	15.53%	—	Jun 2016	FACVX vs FTIHX

Often Compared With FACVX

Investors most often compare FACVX with LBFFX, FTCVX, PFINX. These 20 comparison targets span 1 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
LBFFX	Lord Abbett Convertible Fund Class F	Preferred Stock/Convertible Bonds	88	22.45%	—	—	FACVX vs LBFFX
FTCVX	Fidelity Advisor Convertible Securities Fund Class...	Preferred Stock/Convertible Bonds	89	25.12%	—	Feb 2009	FACVX vs FTCVX
PFINX	PIMCO Preferred and Capital Securities Fund	Preferred Stock/Convertible Bonds	74	1.82%	—	Apr 2015	FACVX vs PFINX
HPS	John Hancock Preferred Income Fund III	Preferred Stock/Convertible Bonds	17	4.49%	—	Jun 2003	FACVX vs HPS
NCV	Virtus Convertible and Income Fund	Preferred Stock/Convertible Bonds	80	19.08%	—	Mar 2003	FACVX vs NCV
PFO	Flaherty & Crumrine Preferred and Income Opportuni...	Preferred Stock/Convertible Bonds	15	-0.51%	—	Feb 1992	FACVX vs PFO
JPC	Nuveen Preferred and Income Opportunities Fund	Preferred Stock/Convertible Bonds	11	0.12%	—	Mar 2003	FACVX vs JPC
LDP	Cohen and Steers Limited Duration Preferred and In...	Preferred Stock/Convertible Bonds	10	0.29%	—	May 2012	FACVX vs LDP
KIFAX	Salient Select Income Fund	Preferred Stock/Convertible Bonds	14	1.60%	—	Mar 2001	FACVX vs KIFAX
FPEIX	First Trust Preferred Securities and Income Fund	Preferred Stock/Convertible Bonds	72	0.36%	—	Jan 2011	FACVX vs FPEIX
PFD	Flaherty & Crumrine Preferred Income Fund	Preferred Stock/Convertible Bonds	18	-0.69%	—	Jan 1991	FACVX vs PFD
PSF	Cohen & Steers Select Preferred and Income Fund	Preferred Stock/Convertible Bonds	12	-0.27%	—	—	FACVX vs PSF
FCCVX	Fidelity Advisor Convertible Securities Fund Class...	Preferred Stock/Convertible Bonds	88	24.86%	—	Feb 2009	FACVX vs FCCVX
FPF	First Trust Intermediate Duration Preferred and In...	Preferred Stock/Convertible Bonds	10	-0.26%	—	Apr 2009	FACVX vs FPF
JPDIX	JPMorgan Preferred and Income Securities Fund	Preferred Stock/Convertible Bonds	78	1.39%	—	Mar 2022	FACVX vs JPDIX
PTA	Cohen & Steers Tax-Advantaged Preferred Securities...	Preferred Stock/Convertible Bonds	8	4.21%	—	—	FACVX vs PTA
HPF	John Hancock Preferred Income Fund II	Preferred Stock/Convertible Bonds	21	2.64%	—	Jan 2005	FACVX vs HPF
NPFD	Nuveen Variable Rate Preferred & Income Fund	Preferred Stock/Convertible Bonds	14	3.06%	—	Dec 2021	FACVX vs NPFD
HPI	John Hancock Preferred Income Fund	Preferred Stock/Convertible Bonds	15	2.38%	—	Aug 2002	FACVX vs HPI
SBFCX	Victory INCORE Investment Grade Convertible Fund C...	Preferred Stock/Convertible Bonds	39	4.75%	—	—	FACVX vs SBFCX

Compare FACVX with Any Fund or Stock

Compare FACVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Diversifiers

Pair FACVX with funds that move differently

Fidelity Advisor Convertible Securities Fund Class A alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FACVX.

Explore FACVX Diversifiers

Fidelity Advisor Convertible Securities Fund Class A (FACVX) Alternatives