FCVSX Alternatives & Similar Mutual Funds

Fidelity Convertible Securities Fund (FCVSX) belongs to the 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 is 1 mutual fund in the Convertible Bonds category with a lower expense ratio, 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
CNSDX	Invesco Convertible Securities Fund	0.68%	—	Jul 1997	FCVSX vs CNSDX
FICVX	Fidelity Advisor Convertible Securities Fund Class...	0.70%	—	Feb 2009	FCVSX vs FICVX
ANNPX	Virtus Convertible Fund	0.71%	—	Apr 1993	FCVSX vs ANNPX
AVK	Advent Convertible and Income Fund	0.75%	—	Apr 2003	FCVSX vs AVK

Best Risk-Adjusted Alternatives to FCVSX

FCVSX has a PortfoliosLab risk / return rank of 26. There are 27 mutual funds in the Convertible Bonds category with higher risk-adjusted ranks, going as high as 100.

Symbol	Name	Risk / Return Rank	AUM	Inception
ARBIX	Absolute Convertible Arbitrage Fund Institutional ...	100	—	Aug 2017	FCVSX vs ARBIX
MCIFX	Miller Convertible Bond Fund	93	—	Dec 2007	FCVSX vs MCIFX
CXGCX	Calamos Global Convertible Fund	85	—	Dec 2014	FCVSX vs CXGCX
CHI	Calamos Convertible Opportunities and Income Fund	83	—	Jun 1997	FCVSX vs CHI
LEOOX	Lazard Enhanced Opportunities Portfolio Open Share...	74	—	Dec 2014	FCVSX vs LEOOX

Top Performing FCVSX Alternatives (YTD)

FCVSX is at 16.72% YTD. There are 5 mutual funds in the Convertible Bonds category with higher YTD returns, going as high as 27.35%.

Symbol	Name	YTD Return	AUM	Inception
CHI	Calamos Convertible Opportunities and Income Fund	27.35%	—	Jun 1997	FCVSX vs CHI
CHY	Calamos Convertible and High Income Closed Fund	18.32%	—	May 2003	FCVSX vs CHY
CICVX	Calamos Convertible Fund	17.82%	—	Jun 1997	FCVSX vs CICVX
CCVIX	Calamos Convertible Fund	17.66%	—	Jun 1985	FCVSX vs CCVIX
PACIX	Columbia Convertible Securities Fund	16.84%	—	Sep 1987	FCVSX vs PACIX

Lowest Volatility Alternatives to FCVSX

FCVSX has 19.43% 1-year volatility. There are 28 mutual funds in the Convertible Bonds category with lower 1-year volatility, going as low as 1.25%.

Symbol	Name	Volatility 1Y	AUM	Inception
ARBIX	Absolute Convertible Arbitrage Fund Institutional ...	1.25%	—	Aug 2017	FCVSX vs ARBIX
MCIFX	Miller Convertible Bond Fund	5.38%	—	Dec 2007	FCVSX vs MCIFX
SBFCX	Victory INCORE Investment Grade Convertible Fund C...	6.41%	—	—	FCVSX vs SBFCX
LEOOX	Lazard Enhanced Opportunities Portfolio Open Share...	6.60%	—	Dec 2014	FCVSX vs LEOOX
PBXIX	Rational/Pier 88 Convertible Securities Fund	7.21%	—	Dec 2019	FCVSX vs PBXIX

Lowest Drawdown Alternatives to FCVSX

FCVSX has a 1-year max drawdown of -11.39%. There are 19 mutual funds in the Convertible Bonds category with shallower 1-year drawdowns, going as shallow as -0.51%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
ARBIX	Absolute Convertible Arbitrage Fund Institutional ...	-0.51%	—	Aug 2017	FCVSX vs ARBIX
LEOOX	Lazard Enhanced Opportunities Portfolio Open Share...	-3.97%	—	Dec 2014	FCVSX vs LEOOX
SBFCX	Victory INCORE Investment Grade Convertible Fund C...	-4.28%	—	—	FCVSX vs SBFCX
MCIFX	Miller Convertible Bond Fund	-4.53%	—	Dec 2007	FCVSX vs MCIFX
PBXIX	Rational/Pier 88 Convertible Securities Fund	-5.16%	—	Dec 2019	FCVSX vs PBXIX

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	75	11.76%	—	Feb 1988	FCVSX vs FXAIX
FSELX	Fidelity Select Semiconductors Portfolio	Semiconductors, Technology Equities	82	51.40%	—	Jul 1985	FCVSX vs FSELX
FZROX	Fidelity ZERO Total Market Index Fund	Large Cap Blend Equities	76	12.27%	—	—	FCVSX vs FZROX
FSKAX	Fidelity Total Market Index Fund	Large Cap Blend Equities	75	12.20%	—	—	FCVSX vs FSKAX
FSPGX	Fidelity Large Cap Growth Index Fund	Large Cap Growth Equities	17	2.47%	—	—	FCVSX vs FSPGX
FBGRX	Fidelity Blue Chip Growth Fund	Large Cap Growth Equities	49	13.81%	—	Dec 1987	FCVSX vs FBGRX
FCNTX	Fidelity Contrafund	Large Cap Growth Equities	33	9.08%	176.32B	May 1967	FCVSX vs FCNTX
FNILX	Fidelity ZERO Large Cap Index Fund	Large Cap Blend Equities	72	11.48%	—	—	FCVSX vs FNILX
FSPSX	Fidelity International Index Fund	Foreign Large Cap Equities	64	12.40%	—	Nov 1997	FCVSX vs FSPSX
FTIHX	Fidelity Total International Index Fund	Foreign Large Cap Equities	71	13.68%	—	Jun 2016	FCVSX vs FTIHX

Often Compared With FCVSX

Investors most often compare FCVSX with ICVT, SPY, PCONX. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
ICVT	iShares Convertible Bond ETF	Convertible Bonds	62	19.85%	7.19B	Jun 2015	FCVSX vs ICVT
SPY	State Street SPDR S&P 500 ETF	S&P 500	72	13.71%	789.06B	Jan 1993	FCVSX vs SPY
PCONX	Putnam Convertible Securities Fund	Convertible Bonds	34	14.11%	—	Jun 1972	FCVSX vs PCONX
AMRMX	American Funds American Mutual Fund Class A	Large Cap Blend Equities	70	10.50%	—	Feb 1950	FCVSX vs AMRMX
VOO	Vanguard S&P 500 ETF	S&P 500	72	13.74%	1.70T	Sep 2010	FCVSX vs VOO
FBALX	Fidelity Balanced Fund	Diversified Portfolio	86	10.69%	—	Nov 1986	FCVSX vs FBALX
VOOG	Vanguard S&P 500 Growth ETF	S&P 500, Large Cap Growth Equities	48	15.05%	26.40B	Sep 2010	FCVSX vs VOOG
FISCX	Franklin Convertible Securities Fund	Convertible Bonds	70	10.14%	—	Apr 1987	FCVSX vs FISCX
FPHAX	Fidelity Select Pharmaceuticals Portfolio	Health & Biotech Equities	89	10.60%	—	Jun 2001	FCVSX vs FPHAX
O	Realty Income Corporation		69	15.00%	—	—	FCVSX vs O
LBFFX	Lord Abbett Convertible Fund Class F	Convertible Bonds	42	11.78%	—	—	FCVSX vs LBFFX
PFINX	PIMCO Preferred and Capital Securities Fund	Preferred Stock	65	1.81%	—	Apr 2015	FCVSX vs PFINX
PPSIX	Principal Spectrum Preferred and Capital Securitie...	Preferred Stock	48	0.64%	—	Apr 2002	FCVSX vs PPSIX
FACVX	Fidelity Advisor Convertible Securities Fund Class...	Convertible Bonds	45	13.96%	—	Feb 2009	FCVSX vs FACVX
PSF	Cohen & Steers Select Preferred and Income Fund	Preferred Stock	7	0.45%	—	—	FCVSX vs PSF
FTCVX	Fidelity Advisor Convertible Securities Fund Class...	Convertible Bonds	43	13.75%	—	Feb 2009	FCVSX vs FTCVX
PCSFX	Principal Capital Securities Fund	Preferred Stock	74	1.37%	—	Mar 2014	FCVSX vs PCSFX
FCCVX	Fidelity Advisor Convertible Securities Fund Class...	Convertible Bonds	43	13.66%	—	Feb 2009	FCVSX vs FCCVX
LCFYX	Lord Abbett Convertible Fund	Convertible Bonds	42	11.89%	—	Jun 2003	FCVSX vs LCFYX
HSTRX	Hussman Strategic Total Return Fund	Tactical Allocation	93	2.61%	—	Sep 2002	FCVSX vs HSTRX

Compare FCVSX with Any Fund or Stock

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

Symbol name

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