FCCVX Alternatives & Similar Mutual Funds

Fidelity Advisor Convertible Securities Fund Class C (FCCVX) 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 FCCVX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to FCCVX

FCCVX charges 1.74% annually. There are 18 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	FCCVX vs FIQVX
LPXZX	Cohen & Steers Low Duration Preferred and Income F...	0.60%	—	Nov 2015	FCCVX vs LPXZX
FCVSX	Fidelity Convertible Securities Fund	0.67%	—	Jan 1987	FCCVX vs FCVSX
FICVX	Fidelity Advisor Convertible Securities Fund Class...	0.70%	—	Feb 2009	FCCVX vs FICVX
NPSRX	Nuveen Preferred Securities & Income Fund	0.74%	—	Dec 2006	FCCVX vs NPSRX

Best Risk-Adjusted Alternatives to FCCVX

FCCVX has a PortfoliosLab risk / return rank of 87. There are 8 mutual funds in the Preferred Stock/Convertible Bonds category with higher risk-adjusted ranks, going as high as 90.

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

Top Performing FCCVX Alternatives (YTD)

FCCVX is at 23.44% YTD. There are 7 mutual funds in the Preferred Stock/Convertible Bonds category with higher YTD returns, going as high as 24.54%.

Symbol	Name	YTD Return	AUM	Inception
CICVX	Calamos Convertible Fund	24.54%	—	Jun 1997	FCCVX vs CICVX
CCVIX	Calamos Convertible Fund	24.45%	—	Jun 1985	FCCVX vs CCVIX
FIQVX	Fidelity Advisor Convertible Securities Fund Class...	24.03%	—	Oct 2018	FCCVX vs FIQVX
FCVSX	Fidelity Convertible Securities Fund	23.99%	—	Jan 1987	FCCVX vs FCVSX
FICVX	Fidelity Advisor Convertible Securities Fund Class...	23.97%	—	Feb 2009	FCCVX vs FICVX

Lowest Volatility Alternatives to FCCVX

FCCVX 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 1.86%.

Symbol	Name	Volatility 1Y	AUM	Inception
LPXZX	Cohen & Steers Low Duration Preferred and Income F...	1.86%	—	Nov 2015	FCCVX vs LPXZX
DPIIX	Destra Flaherty & Crumrine Preferred and Income Fu...	2.13%	—	Apr 2011	FCCVX vs DPIIX
PCSFX	Principal Capital Securities Fund	2.13%	—	Mar 2014	FCCVX vs PCSFX
PPSIX	Principal Spectrum Preferred and Capital Securitie...	2.39%	—	Apr 2002	FCCVX vs PPSIX
PISHX	Cohen & Steers Preferred Securities and Income SMA...	2.41%	—	Feb 2019	FCCVX vs PISHX

Lowest Drawdown Alternatives to FCCVX

FCCVX has a 1-year max drawdown of -7.21%. There are 16 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	FCCVX vs LPXZX
DPIIX	Destra Flaherty & Crumrine Preferred and Income Fu...	-2.39%	—	Apr 2011	FCCVX vs DPIIX
PISHX	Cohen & Steers Preferred Securities and Income SMA...	-2.83%	—	Feb 2019	FCCVX vs PISHX
PCSFX	Principal Capital Securities Fund	-2.97%	—	Mar 2014	FCCVX vs PCSFX
CPXIX	Cohen & Steers Preferred Securities and Income Fun...	-3.00%	—	May 2010	FCCVX 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	FCCVX vs FXAIX
FSELX	Fidelity Select Semiconductors Portfolio	Semiconductors, Technology Equities	97	85.56%	—	Jul 1985	FCCVX vs FSELX
FZROX	Fidelity ZERO Total Market Index Fund	Large Cap Blend Equities	72	12.01%	—	—	FCCVX vs FZROX
FSPGX	Fidelity Large Cap Growth Index Fund	Large Cap Growth Equities	32	8.60%	—	—	FCCVX vs FSPGX
FSKAX	Fidelity Total Market Index Fund	Large Cap Blend Equities	71	12.08%	—	—	FCCVX vs FSKAX
FBGRX	Fidelity Blue Chip Growth Fund	Large Cap Growth Equities	75	18.56%	—	Dec 1987	FCCVX vs FBGRX
FCNTX	Fidelity Contrafund	Large Cap Growth Equities	35	7.76%	176.32B	May 1967	FCCVX vs FCNTX
FNILX	Fidelity ZERO Large Cap Index Fund	Large Cap Blend Equities	71	11.56%	—	—	FCCVX vs FNILX
FSPSX	Fidelity International Index Fund	Foreign Large Cap Equities	27	9.51%	—	Nov 1997	FCCVX vs FSPSX
FTIHX	Fidelity Total International Index Fund	Foreign Large Cap Equities	58	15.53%	—	Jun 2016	FCCVX vs FTIHX

Often Compared With FCCVX

Investors most often compare FCCVX with XCV.TO, XIC.TO, VVL.TO. These 12 comparison targets span 5 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
XCV.TO	iShares Canadian Value Index ETF	Canada Equities	97	19.19%	235.07M	Nov 2006	FCCVX vs XCV.TO
XIC.TO	iShares Core S&P/TSX Capped Composite Index ETF	Canada Equities	80	10.75%	29.66B	Feb 2001	FCCVX vs XIC.TO
VVL.TO	Vanguard Global Value Factor ETF CAD	Global Equities	81	11.34%	751.34M	Jun 2016	FCCVX vs VVL.TO
XDIV.TO	iShares Core MSCI Canadian Quality Dividend Index ...	Dividend, Large Cap Value Equities	98	19.17%	5.25B	Jun 2017	FCCVX vs XDIV.TO
PFD	Flaherty & Crumrine Preferred Income Fund	Preferred Stock/Convertible Bonds	19	-0.26%	—	Jan 1991	FCCVX vs PFD
XEQT.TO	iShares Core Equity ETF Portfolio	Global Equities	75	12.29%	18.41B	Aug 2019	FCCVX vs XEQT.TO
LBFFX	Lord Abbett Convertible Fund Class F	Preferred Stock/Convertible Bonds	87	21.32%	—	—	FCCVX vs LBFFX
HPS	John Hancock Preferred Income Fund III	Preferred Stock/Convertible Bonds	17	4.56%	—	Jun 2003	FCCVX vs HPS
FACVX	Fidelity Advisor Convertible Securities Fund Class...	Preferred Stock/Convertible Bonds	88	23.82%	—	Feb 2009	FCCVX vs FACVX
PFINX	PIMCO Preferred and Capital Securities Fund	Preferred Stock/Convertible Bonds	74	1.71%	—	Apr 2015	FCCVX vs PFINX
FTCVX	Fidelity Advisor Convertible Securities Fund Class...	Preferred Stock/Convertible Bonds	88	23.71%	—	Feb 2009	FCCVX vs FTCVX
JPC	Nuveen Preferred and Income Opportunities Fund	Preferred Stock/Convertible Bonds	11	0.76%	—	Mar 2003	FCCVX vs JPC

Compare FCCVX with Any Fund or Stock

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

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Diversifiers

Pair FCCVX with funds that move differently

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

Explore FCCVX Diversifiers

Fidelity Advisor Convertible Securities Fund Class C (FCCVX) Alternatives