Fidelity Environmental Bond Fund (FEBGX) belongs to the Intermediate Core-Plus Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with FEBGX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FEBGX
FEBGX charges 0.36% annually. There are 10 mutual funds in the Intermediate Core-Plus Bond category with lower expense ratios, going as low as 0.16%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Mercer Core Fixed Income Fund | 0.16% | — | Aug 2005 | FEBGX vs MCFIX | |
| State Street Income Fund | 0.20% | — | Jan 1980 | FEBGX vs SSASX | |
| TIAA-CREF Core Bond Fund | 0.29% | — | Jul 1999 | FEBGX vs TIBDX | |
| Elfun Income Fund | 0.29% | — | Dec 1984 | FEBGX vs EINFX | |
| Baird Core Plus Bond Fund | 0.30% | — | Sep 2000 | FEBGX vs BCOIX |
Best Risk-Adjusted Alternatives to FEBGX
FEBGX has a PortfoliosLab risk / return rank of 18. There are 103 mutual funds in the Intermediate Core-Plus Bond category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Holbrook Income Fund Class I | 99 | — | Jul 2016 | FEBGX vs HOBIX | |
| Leader Capital High Quality Income Fund Institutio... | 96 | — | Jul 2010 | FEBGX vs LCTIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 95 | — | Jul 2010 | FEBGX vs LCTRX | |
| MassMutual Diversified Bond Fund | 86 | — | May 1999 | FEBGX vs MDVAX | |
| GMO Multi-Sector Fixed Income Fund | 83 | — | Apr 1997 | FEBGX vs GUGAX |
Top Performing FEBGX Alternatives (YTD)
FEBGX is at 0.24% YTD. There are 71 mutual funds in the Intermediate Core-Plus Bond category with higher YTD returns, going as high as 3.87%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Nuveen Core Plus Impact Fund | 3.87% | — | Apr 2021 | FEBGX vs NPCT | |
| 1290 Diversified Bond Fund | 3.25% | — | Jul 2015 | FEBGX vs TNUIX | |
| MassMutual Diversified Bond Fund | 2.93% | — | May 1999 | FEBGX vs MDVAX | |
| Putnam Mortgage Securities Fund | 2.68% | — | Feb 1984 | FEBGX vs PGSIX | |
| Holbrook Income Fund Class I | 2.65% | — | Jul 2016 | FEBGX vs HOBIX |
Lowest Volatility Alternatives to FEBGX
FEBGX has 4.03% 1-year volatility. There are 97 mutual funds in the Intermediate Core-Plus Bond category with lower 1-year volatility, going as low as 1.14%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| AAMA Income Fund | 1.14% | — | Jun 2017 | FEBGX vs AMFIX | |
| Archer Income Fund | 1.82% | — | Mar 2011 | FEBGX vs ARINX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 1.94% | — | Jul 2010 | FEBGX vs LCTRX | |
| Leader Capital High Quality Income Fund Institutio... | 2.00% | — | Jul 2010 | FEBGX vs LCTIX | |
| Holbrook Income Fund Class I | 2.03% | — | Jul 2016 | FEBGX vs HOBIX |
Lowest Drawdown Alternatives to FEBGX
FEBGX has a 1-year max drawdown of -3.05%. There are 79 mutual funds in the Intermediate Core-Plus Bond category with shallower 1-year drawdowns, going as shallow as -0.51%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Holbrook Income Fund Class I | -0.51% | — | Jul 2016 | FEBGX vs HOBIX | |
| AAMA Income Fund | -0.74% | — | Jun 2017 | FEBGX vs AMFIX | |
| GMO Multi-Sector Fixed Income Fund | -1.00% | — | Apr 1997 | FEBGX vs GUGAX | |
| Leader Capital High Quality Income Fund Institutio... | -1.17% | — | Jul 2010 | FEBGX vs LCTIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | -1.17% | — | Jul 2010 | FEBGX vs LCTRX |
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 | |
|---|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | S&P 500 | 65 | 10.87% | — | Feb 1988 | FEBGX vs FXAIX | |
| Fidelity Select Semiconductors Portfolio | Semiconductors, Technology Equities | 92 | 69.51% | — | Jul 1985 | FEBGX vs FSELX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 65 | 11.51% | — | — | FEBGX vs FZROX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 64 | 11.52% | — | — | FEBGX vs FSKAX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 18 | 4.54% | — | — | FEBGX vs FSPGX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 61 | 16.64% | — | Dec 1987 | FEBGX vs FBGRX | |
| Fidelity Contrafund | Large Cap Growth Equities | 37 | 10.44% | 176.32B | May 1967 | FEBGX vs FCNTX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 61 | 10.70% | — | — | FEBGX vs FNILX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 36 | 10.16% | — | Nov 1997 | FEBGX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 56 | 13.16% | — | Jun 2016 | FEBGX vs FTIHX |
Often Compared With FEBGX
Investors most often compare FEBGX with BCPIX, AAIIX, SEATX. These 3 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Brandes Core Plus Fixed Income Fund | Intermediate Core-Plus Bond | 21 | 0.19% | — | Dec 2007 | FEBGX vs BCPIX | |
| Ancora Income Fund | Intermediate Core-Plus Bond | 16 | 1.89% | — | Jan 2004 | FEBGX vs AAIIX | |
| SEI Tax Exempt Trust Tax-Advantaged Income Fund | Intermediate Core-Plus Bond | 64 | 2.56% | — | Sep 2007 | FEBGX vs SEATX |
Compare FEBGX with Any Fund or Stock
Compare FEBGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FEBGX with funds that move differently
Fidelity Environmental Bond Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FEBGX.
Explore FEBGX Diversifiers