FCVSX Alternatives & Similar Mutual Funds

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

Cheapest Alternatives to FCVSX

FCVSX charges 0.67% annually. There are 2 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	FCVSX vs FIQVX
LPXZX	Cohen & Steers Low Duration Preferred and Income F...	0.60%	—	Nov 2015	FCVSX vs LPXZX
FICVX	Fidelity Advisor Convertible Securities Fund Class...	0.70%	—	Feb 2009	FCVSX vs FICVX
NPSRX	Nuveen Preferred Securities & Income Fund	0.74%	—	Dec 2006	FCVSX vs NPSRX
PFINX	PIMCO Preferred and Capital Securities Fund	0.79%	—	Apr 2015	FCVSX vs PFINX

Best Risk-Adjusted Alternatives to FCVSX

FCVSX has a PortfoliosLab risk / return rank of 24. There are 18 mutual funds in the Preferred Stock/Convertible Bonds category with higher risk-adjusted ranks, going as high as 88.

Symbol	Name	Risk / Return Rank	AUM	Inception
DPIIX	Destra Flaherty & Crumrine Preferred and Income Fu...	88	—	Apr 2011	FCVSX vs DPIIX
PISHX	Cohen & Steers Preferred Securities and Income SMA...	88	—	Feb 2019	FCVSX vs PISHX
LPXZX	Cohen & Steers Low Duration Preferred and Income F...	86	—	Nov 2015	FCVSX vs LPXZX
CICVX	Calamos Convertible Fund	82	—	Jun 1997	FCVSX vs CICVX
CCVIX	Calamos Convertible Fund	81	—	Jun 1985	FCVSX vs CCVIX

Top Performing FCVSX Alternatives (YTD)

FCVSX is at 16.87% YTD. There are 3 mutual funds in the Preferred Stock/Convertible Bonds category with higher YTD returns, going as high as 20.76%.

Symbol	Name	YTD Return	AUM	Inception
CICVX	Calamos Convertible Fund	20.76%	—	Jun 1997	FCVSX vs CICVX
CCVIX	Calamos Convertible Fund	20.62%	—	Jun 1985	FCVSX vs CCVIX
FIQVX	Fidelity Advisor Convertible Securities Fund Class...	16.90%	—	Oct 2018	FCVSX vs FIQVX
FICVX	Fidelity Advisor Convertible Securities Fund Class...	16.86%	—	Feb 2009	FCVSX vs FICVX
FACVX	Fidelity Advisor Convertible Securities Fund Class...	16.76%	—	Feb 2009	FCVSX vs FACVX

Lowest Volatility Alternatives to FCVSX

FCVSX has 18.76% 1-year volatility. There are 19 mutual funds in the Preferred Stock/Convertible Bonds category with lower 1-year volatility, going as low as 1.87%.

Symbol	Name	Volatility 1Y	AUM	Inception
LPXZX	Cohen & Steers Low Duration Preferred and Income F...	1.87%	—	Nov 2015	FCVSX vs LPXZX
DPIIX	Destra Flaherty & Crumrine Preferred and Income Fu...	2.11%	—	Apr 2011	FCVSX vs DPIIX
PCSFX	Principal Capital Securities Fund	2.14%	—	Mar 2014	FCVSX vs PCSFX
PISHX	Cohen & Steers Preferred Securities and Income SMA...	2.41%	—	Feb 2019	FCVSX vs PISHX
PPSIX	Principal Spectrum Preferred and Capital Securitie...	2.42%	—	Apr 2002	FCVSX vs PPSIX

Lowest Drawdown Alternatives to FCVSX

FCVSX has a 1-year max drawdown of -10.68%. There are 19 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	FCVSX vs LPXZX
DPIIX	Destra Flaherty & Crumrine Preferred and Income Fu...	-2.39%	—	Apr 2011	FCVSX vs DPIIX
PISHX	Cohen & Steers Preferred Securities and Income SMA...	-2.83%	—	Feb 2019	FCVSX vs PISHX
PCSFX	Principal Capital Securities Fund	-2.97%	—	Mar 2014	FCVSX vs PCSFX
CPXIX	Cohen & Steers Preferred Securities and Income Fun...	-3.00%	—	May 2010	FCVSX 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	60	10.18%	—	Feb 1988	FCVSX vs FXAIX
FSELX	Fidelity Select Semiconductors Portfolio	Semiconductors, Technology Equities	89	60.71%	—	Jul 1985	FCVSX vs FSELX
FZROX	Fidelity ZERO Total Market Index Fund	Large Cap Blend Equities	62	11.00%	—	—	FCVSX vs FZROX
FSKAX	Fidelity Total Market Index Fund	Large Cap Blend Equities	61	10.98%	—	—	FCVSX vs FSKAX
FSPGX	Fidelity Large Cap Growth Index Fund	Large Cap Growth Equities	16	3.03%	—	—	FCVSX vs FSPGX
FBGRX	Fidelity Blue Chip Growth Fund	Large Cap Growth Equities	52	14.20%	—	Dec 1987	FCVSX vs FBGRX
FCNTX	Fidelity Contrafund	Large Cap Growth Equities	35	9.37%	176.32B	May 1967	FCVSX vs FCNTX
FNILX	Fidelity ZERO Large Cap Index Fund	Large Cap Blend Equities	58	10.25%	—	—	FCVSX vs FNILX
FSPSX	Fidelity International Index Fund	Foreign Large Cap Equities	36	9.38%	—	Nov 1997	FCVSX vs FSPSX
FTIHX	Fidelity Total International Index Fund	Foreign Large Cap Equities	50	11.66%	—	Jun 2016	FCVSX vs FTIHX

Often Compared With FCVSX

Investors most often compare FCVSX with ICVT, SPY, PCONX. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
ICVT	iShares Convertible Bond ETF	Preferred Stock/Convertible Bonds	74	19.14%	7.48B	Jun 2015	FCVSX vs ICVT
SPY	State Street SPDR S&P 500 ETF	S&P 500	66	10.84%	783.21B	Jan 1993	FCVSX vs SPY
PCONX	Putnam Convertible Securities Fund	Convertible Bonds	52	16.49%	—	Jun 1972	FCVSX vs PCONX
AMRMX	American Funds American Mutual Fund Class A	Large Cap Blend Equities	50	9.33%	—	Feb 1950	FCVSX vs AMRMX
VOO	Vanguard S&P 500 ETF	S&P 500	67	10.87%	1.70T	Sep 2010	FCVSX vs VOO
VOOG	Vanguard S&P 500 Growth ETF	S&P 500, Large Cap Growth Equities	50	12.13%	26.50B	Sep 2010	FCVSX vs VOOG
FBALX	Fidelity Balanced Fund	Diversified Portfolio	83	9.49%	—	Nov 1986	FCVSX vs FBALX
FISCX	Franklin Convertible Securities Fund	Convertible Bonds	70	10.23%	—	Apr 1987	FCVSX vs FISCX
FPHAX	Fidelity Select Pharmaceuticals Portfolio	Health & Biotech Equities	81	13.42%	—	Jun 2001	FCVSX vs FPHAX
O	Realty Income Corporation		69	16.10%	—	—	FCVSX vs O
LBFFX	Lord Abbett Convertible Fund Class F	Preferred Stock/Convertible Bonds	66	14.69%	—	—	FCVSX vs LBFFX
ARBIX	Absolute Convertible Arbitrage Fund Institutional ...	Multistrategy	100	5.14%	—	Aug 2017	FCVSX vs ARBIX
PSF	Cohen & Steers Select Preferred and Income Fund	Preferred Stock/Convertible Bonds	15	3.23%	—	—	FCVSX vs PSF
FTCVX	Fidelity Advisor Convertible Securities Fund Class...	Preferred Stock/Convertible Bonds	68	16.56%	—	Feb 2009	FCVSX vs FTCVX
FCCVX	Fidelity Advisor Convertible Securities Fund Class...	Preferred Stock/Convertible Bonds	67	16.53%	—	Feb 2009	FCVSX vs FCCVX
HSTRX	Hussman Strategic Total Return Fund	Tactical Allocation	92	2.67%	—	Sep 2002	FCVSX vs HSTRX
ANNPX	Virtus Convertible Fund	Convertible Bonds	85	15.98%	—	Apr 1993	FCVSX vs ANNPX
ABALX	American Funds American Balanced Fund Class A	Diversified Portfolio	77	8.59%	—	Jul 1975	FCVSX vs ABALX
LCFYX	Lord Abbett Convertible Fund	Convertible Bonds	66	14.77%	—	Jun 2003	FCVSX vs LCFYX
FMSDX	Fidelity Multi-Asset Income Fund	Diversified Portfolio	28	4.47%	—	Sep 2015	FCVSX vs FMSDX

Compare FCVSX with Any Fund or Stock

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

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Diversifiers

Pair FCVSX with funds that move differently

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

Explore FCVSX Diversifiers

Fidelity Convertible Securities Fund (FCVSX) Alternatives