Fidelity Advisor Limited Term Bond Fund Class Z (FIKRX) belongs to the Total Bond Market category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with FIKRX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FIKRX
FIKRX charges 0.36% annually. There are 50 mutual funds in the Total Bond Market category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Total Bond Market II Index Fund | 0.02% | — | — | FIKRX vs VTBNX | |
| Fidelity U.S. Bond Index Fund | 0.03% | — | — | FIKRX vs FXNAX | |
| Fidelity Short-Term Bond Index Fund | 0.03% | — | Oct 2017 | FIKRX vs FNSOX | |
| Vanguard Total Bond Market Index Fund Institutiona... | 0.03% | 389.80B | Feb 2010 | FIKRX vs VBMPX | |
| Vanguard Total Bond Market Index Fund Institutiona... | 0.04% | 389.80B | Sep 1995 | FIKRX vs VBTIX |
Best Risk-Adjusted Alternatives to FIKRX
FIKRX has a PortfoliosLab risk / return rank of 63. There are 16 mutual funds in the Total Bond Market category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Ultra-Short-Term Bond Fund Admiral Shares | 100 | — | Feb 2015 | FIKRX vs VUSFX | |
| Vanguard Ultra-Short-Term Bond Fund Investor Share... | 100 | 15.70B | Feb 2015 | FIKRX vs VUBFX | |
| JPMorgan Strategic Income Opportunities Fund Class... | 99 | — | Oct 2008 | FIKRX vs JSOSX | |
| Fidelity Conservative Income Bond Institutional Cl... | 99 | — | Mar 2011 | FIKRX vs FCNVX | |
| Fidelity Flex Conservative Income Bond Fund | 99 | — | May 2018 | FIKRX vs FJTDX |
Top Performing FIKRX Alternatives (YTD)
FIKRX is at 0.73% YTD. There are 34 mutual funds in the Total Bond Market category with higher YTD returns, going as high as 3.40%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor Strategic Income Fund Class Z | 3.40% | — | Oct 2018 | FIKRX vs FIWDX | |
| Fidelity Strategic Income Fund | 3.29% | — | Oct 1994 | FIKRX vs FADMX | |
| Fidelity Advisor Strategic Income Fund Class M | 3.28% | — | Oct 1994 | FIKRX vs FSIAX | |
| Fidelity Advisor Strategic Income Fund Class I | 3.27% | — | Jul 1995 | FIKRX vs FSRIX | |
| Fidelity Advisor Strategic Income Fund Class A | 3.19% | — | Sep 1996 | FIKRX vs FSTAX |
Lowest Volatility Alternatives to FIKRX
FIKRX has 2.18% 1-year volatility. There are 18 mutual funds in the Total Bond Market category with lower 1-year volatility, going as low as 0.59%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Ultra-Short-Term Bond Fund Admiral Shares | 0.59% | — | Feb 2015 | FIKRX vs VUSFX | |
| JPMorgan Strategic Income Opportunities Fund Class... | 0.68% | — | Oct 2008 | FIKRX vs JSOSX | |
| Vanguard Ultra-Short-Term Bond Fund Investor Share... | 0.77% | 15.70B | Feb 2015 | FIKRX vs VUBFX | |
| Fidelity Conservative Income Bond Institutional Cl... | 1.19% | — | Mar 2011 | FIKRX vs FCNVX | |
| Fidelity Flex Conservative Income Bond Fund | 1.28% | — | May 2018 | FIKRX vs FJTDX |
Lowest Drawdown Alternatives to FIKRX
FIKRX has a 1-year max drawdown of -1.63%. There are 18 mutual funds in the Total Bond Market category with shallower 1-year drawdowns, going as shallow as -0.10%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Conservative Income Bond Institutional Cl... | -0.10% | — | Mar 2011 | FIKRX vs FCNVX | |
| Fidelity Flex Conservative Income Bond Fund | -0.10% | — | May 2018 | FIKRX vs FJTDX | |
| Vanguard Ultra-Short-Term Bond Fund Admiral Shares | -0.25% | — | Feb 2015 | FIKRX vs VUSFX | |
| JPMorgan Strategic Income Opportunities Fund Class... | -0.26% | — | Oct 2008 | FIKRX vs JSOSX | |
| Vanguard Ultra-Short-Term Bond Fund Investor Share... | -0.30% | 15.70B | Feb 2015 | FIKRX vs VUBFX |
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 | 73 | 11.71% | — | Feb 1988 | FIKRX vs FXAIX | |
| Fidelity Select Semiconductors Portfolio | Semiconductors, Technology Equities | 97 | 85.56% | — | Jul 1985 | FIKRX vs FSELX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 72 | 12.01% | — | — | FIKRX vs FZROX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 32 | 8.60% | — | — | FIKRX vs FSPGX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 71 | 12.08% | — | — | FIKRX vs FSKAX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 75 | 18.56% | — | Dec 1987 | FIKRX vs FBGRX | |
| Fidelity Contrafund | Large Cap Growth Equities | 35 | 7.76% | 176.32B | May 1967 | FIKRX vs FCNTX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 71 | 11.56% | — | — | FIKRX vs FNILX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 27 | 9.51% | — | Nov 1997 | FIKRX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 58 | 15.53% | — | Jun 2016 | FIKRX vs FTIHX |
Often Compared With FIKRX
Investors most often compare FIKRX with FJRLX, BND, FSRCX. These 4 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Fidelity Limited Term Bond Fund | Total Bond Market | 62 | 0.71% | — | Feb 1984 | FIKRX vs FJRLX | |
| Vanguard Total Bond Market ETF | Total Bond Market | 37 | 0.27% | 389.80B | Apr 2007 | FIKRX vs BND | |
| Fidelity Advisor Strategic Income Fund Class C | Total Bond Market | 78 | 2.70% | — | Nov 1997 | FIKRX vs FSRCX | |
| Vanguard Mortgage-Backed Securities Index Fund Adm... | Total Bond Market | 42 | 0.81% | 16.80B | Dec 2009 | FIKRX vs VMBSX |
Compare FIKRX with Any Fund or Stock
Compare FIKRX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FIKRX with funds that move differently
Fidelity Advisor Limited Term Bond Fund Class Z alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FIKRX.
Explore FIKRX Diversifiers