Fidelity Sustainable Core Plus Bond Fund (FIALX) 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 FIALX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FIALX
FIALX charges 0.45% annually. There are 21 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 | FIALX vs MCFIX | |
| State Street Income Fund | 0.20% | — | Jan 1980 | FIALX vs SSASX | |
| Elfun Income Fund | 0.29% | — | Dec 1984 | FIALX vs EINFX | |
| TIAA-CREF Core Bond Fund | 0.29% | — | Jul 1999 | FIALX vs TIBDX | |
| Baird Core Plus Bond Fund | 0.30% | — | Sep 2000 | FIALX vs BCOIX |
Best Risk-Adjusted Alternatives to FIALX
FIALX has a PortfoliosLab risk / return rank of 24. There are 88 mutual funds in the Intermediate Core-Plus Bond category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Holbrook Income Fund Class I | 98 | — | Jul 2016 | FIALX vs HOBIX | |
| Leader Capital High Quality Income Fund Institutio... | 92 | — | Jul 2010 | FIALX vs LCTIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 89 | — | Jul 2010 | FIALX vs LCTRX | |
| MassMutual Diversified Bond Fund | 83 | — | May 1999 | FIALX vs MDVAX | |
| GMO Multi-Sector Fixed Income Fund | 74 | — | Apr 1997 | FIALX vs GUGAX |
Top Performing FIALX Alternatives (YTD)
FIALX is at 0.37% YTD. There are 55 mutual funds in the Intermediate Core-Plus Bond category with higher YTD returns, going as high as 2.73%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Nuveen Core Plus Impact Fund | 2.73% | — | Apr 2021 | FIALX vs NPCT | |
| Putnam Mortgage Securities Fund | 2.64% | — | Feb 1984 | FIALX vs PGSIX | |
| MassMutual Diversified Bond Fund | 2.47% | — | May 1999 | FIALX vs MDVAX | |
| Holbrook Income Fund Class I | 2.32% | — | Jul 2016 | FIALX vs HOBIX | |
| SEI Tax Exempt Trust Tax-Advantaged Income Fund | 2.10% | — | Sep 2007 | FIALX vs SEATX |
Lowest Volatility Alternatives to FIALX
FIALX has 3.89% 1-year volatility. There are 60 mutual funds in the Intermediate Core-Plus Bond category with lower 1-year volatility, going as low as 1.04%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| AAMA Income Fund | 1.04% | — | Jun 2017 | FIALX vs AMFIX | |
| Archer Income Fund | 1.79% | — | Mar 2011 | FIALX vs ARINX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 1.91% | — | Jul 2010 | FIALX vs LCTRX | |
| Leader Capital High Quality Income Fund Institutio... | 1.97% | — | Jul 2010 | FIALX vs LCTIX | |
| Holbrook Income Fund Class I | 2.01% | — | Jul 2016 | FIALX vs HOBIX |
Lowest Drawdown Alternatives to FIALX
FIALX has a 1-year max drawdown of -2.94%. There are 60 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 | FIALX vs HOBIX | |
| AAMA Income Fund | -0.74% | — | Jun 2017 | FIALX vs AMFIX | |
| GMO Multi-Sector Fixed Income Fund | -1.16% | — | Apr 1997 | FIALX vs GUGAX | |
| Leader Capital High Quality Income Fund Institutio... | -1.17% | — | Jul 2010 | FIALX vs LCTIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | -1.17% | — | Jul 2010 | FIALX 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 | 66 | 10.89% | — | Feb 1988 | FIALX vs FXAIX | |
| Fidelity Select Semiconductors Portfolio | Semiconductors, Technology Equities | 97 | 86.42% | — | Jul 1985 | FIALX vs FSELX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 64 | 11.17% | — | — | FIALX vs FZROX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 27 | 7.15% | — | — | FIALX vs FSPGX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 63 | 11.22% | — | — | FIALX vs FSKAX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 71 | 18.19% | — | Dec 1987 | FIALX vs FBGRX | |
| Fidelity Contrafund | Large Cap Growth Equities | 37 | 8.62% | 176.32B | May 1967 | FIALX vs FCNTX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 63 | 10.70% | — | — | FIALX vs FNILX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 27 | 8.67% | — | Nov 1997 | FIALX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 56 | 14.49% | — | Jun 2016 | FIALX vs FTIHX |
Often Compared With FIALX
Investors most often compare FIALX with VUG, VGSBX, TGRNX. These 10 comparison targets span 2 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Vanguard Growth ETF | Large Cap Growth Equities | 45 | 9.78% | 365.00B | Jan 2004 | FIALX vs VUG | |
| VY BrandywineGLOBAL - Bond Portfolio | Intermediate Core-Plus Bond | 43 | 0.85% | — | Feb 2015 | FIALX vs VGSBX | |
| TIAA-CREF Green Bond Fund | Intermediate Core-Plus Bond | 35 | 0.46% | — | Nov 2018 | FIALX vs TGRNX | |
| Metropolitan West Investment Grade Credit Fund | Intermediate Core-Plus Bond | 35 | 0.20% | — | Jun 2018 | FIALX vs MWIGX | |
| Ancora Income Fund | Intermediate Core-Plus Bond | 29 | 1.96% | — | Jan 2004 | FIALX vs AAIIX | |
| Brandes Core Plus Fixed Income Fund | Intermediate Core-Plus Bond | 20 | -0.08% | — | Dec 2007 | FIALX vs BCPIX | |
| TCW Total Return Bond Fund | Intermediate Core-Plus Bond | 38 | 0.99% | — | Jun 1993 | FIALX vs TGLMX | |
| DoubleLine Infrastructure Income Fund | Intermediate Core-Plus Bond | 45 | 0.75% | — | Apr 2016 | FIALX vs BILDX | |
| Western Asset SMASh Series M Fund | Intermediate Core-Plus Bond | 42 | 0.85% | — | Dec 2006 | FIALX vs LMSMX | |
| 1290 Diversified Bond Fund | Intermediate Core-Plus Bond | 24 | 1.71% | — | Jul 2015 | FIALX vs TNUIX |
Compare FIALX with Any Fund or Stock
Compare FIALX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FIALX with funds that move differently
Fidelity Sustainable Core Plus Bond Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FIALX.
Explore FIALX Diversifiers