Fidelity Advisor Mortgage Securities Fund Class Z (FIKUX) 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 FIKUX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FIKUX
FIKUX charges 0.36% annually. There are 47 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% | — | — | FIKUX vs VTBNX | |
| Fidelity U.S. Bond Index Fund | 0.03% | — | Mar 1990 | FIKUX vs FXNAX | |
| Vanguard Total Bond Market Index Fund Institutiona... | 0.03% | 394.40B | Sep 1995 | FIKUX vs VBTIX | |
| Fidelity Short-Term Bond Index Fund | 0.03% | — | Oct 2017 | FIKUX vs FNSOX | |
| Vanguard Total Bond Market Index Fund Institutiona... | 0.03% | 394.40B | Feb 2010 | FIKUX vs VBMPX |
Best Risk-Adjusted Alternatives to FIKUX
FIKUX has a PortfoliosLab risk / return rank of 32. There are 37 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 | FIKUX vs VUSFX | |
| Vanguard Ultra-Short-Term Bond Fund Investor Share... | 100 | 15.70B | Feb 2015 | FIKUX vs VUBFX | |
| Fidelity Conservative Income Bond Institutional Cl... | 99 | — | Mar 2011 | FIKUX vs FCNVX | |
| JPMorgan Strategic Income Opportunities Fund Class... | 99 | — | Oct 2008 | FIKUX vs JSOSX | |
| Fidelity Flex Conservative Income Bond Fund | 99 | — | May 2018 | FIKUX vs FJTDX |
Top Performing FIKUX Alternatives (YTD)
FIKUX is at 0.60% YTD. There are 25 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 | FIKUX vs FIWDX | |
| Fidelity Strategic Income Fund | 3.37% | — | Oct 1994 | FIKUX vs FADMX | |
| Fidelity Advisor Strategic Income Fund Class I | 3.36% | — | Jul 1995 | FIKUX vs FSRIX | |
| Fidelity Advisor Strategic Income Fund Class A | 3.28% | — | Sep 1996 | FIKUX vs FSTAX | |
| Fidelity Advisor Strategic Income Fund Class M | 3.28% | — | Oct 1994 | FIKUX vs FSIAX |
Lowest Volatility Alternatives to FIKUX
FIKUX has 4.02% 1-year volatility. There are 77 mutual funds in the Total Bond Market category with lower 1-year volatility, going as low as 0.61%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Ultra-Short-Term Bond Fund Admiral Shares | 0.61% | — | Feb 2015 | FIKUX vs VUSFX | |
| JPMorgan Strategic Income Opportunities Fund Class... | 0.68% | — | Oct 2008 | FIKUX vs JSOSX | |
| Vanguard Ultra-Short-Term Bond Fund Investor Share... | 0.78% | 15.70B | Feb 2015 | FIKUX vs VUBFX | |
| Fidelity Conservative Income Bond Institutional Cl... | 1.18% | — | Mar 2011 | FIKUX vs FCNVX | |
| Fidelity Flex Conservative Income Bond Fund | 1.27% | — | May 2018 | FIKUX vs FJTDX |
Lowest Drawdown Alternatives to FIKUX
FIKUX has a 1-year max drawdown of -2.81%. There are 41 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 | FIKUX vs FCNVX | |
| Fidelity Flex Conservative Income Bond Fund | -0.10% | — | May 2018 | FIKUX vs FJTDX | |
| Vanguard Ultra-Short-Term Bond Fund Admiral Shares | -0.25% | — | Feb 2015 | FIKUX vs VUSFX | |
| JPMorgan Strategic Income Opportunities Fund Class... | -0.26% | — | Oct 2008 | FIKUX vs JSOSX | |
| Vanguard Ultra-Short-Term Bond Fund Investor Share... | -0.30% | 15.70B | Feb 2015 | FIKUX 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 | 65 | 9.79% | — | Feb 1988 | FIKUX vs FXAIX | |
| Fidelity Select Semiconductors Portfolio | Semiconductors, Technology Equities | 96 | 89.12% | — | Jul 1985 | FIKUX vs FSELX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 65 | 10.41% | — | — | FIKUX vs FZROX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 64 | 10.43% | — | — | FIKUX vs FSKAX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 21 | 3.18% | — | — | FIKUX vs FSPGX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 68 | 16.84% | — | Dec 1987 | FIKUX vs FBGRX | |
| Fidelity Contrafund | Large Cap Growth Equities | 37 | 8.62% | 176.32B | May 1967 | FIKUX vs FCNTX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 62 | 9.63% | — | — | FIKUX vs FNILX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 39 | 10.74% | — | Nov 1997 | FIKUX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 66 | 15.70% | — | Jun 2016 | FIKUX vs FTIHX |
Often Compared With FIKUX
Investors most often compare FIKUX with FTHRX, VTBIX, VBIPX. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare FIKUX with Any Fund or Stock
Compare FIKUX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FIKUX with funds that move differently
Fidelity Advisor Mortgage Securities Fund Class Z alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FIKUX.
Explore FIKUX Diversifiers