PortfoliosLab logoPortfoliosLab logo

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 50 mutual funds in the Total Bond Market category with lower expense ratios, going as low as 0.02%.


Best Risk-Adjusted Alternatives to FIKUX

FIKUX has a PortfoliosLab risk / return rank of 39. There are 38 mutual funds in the Total Bond Market category with higher risk-adjusted ranks, going as high as 100.


Top Performing FIKUX Alternatives (YTD)

FIKUX is at 0.91% YTD. There are 20 mutual funds in the Total Bond Market category with higher YTD returns, going as high as 3.40%.


Lowest Volatility Alternatives to FIKUX

FIKUX has 4.07% 1-year volatility. There are 80 mutual funds in the Total Bond Market category with lower 1-year volatility, going as low as 0.59%.


Lowest Drawdown Alternatives to FIKUX

FIKUX has a 1-year max drawdown of -2.81%. There are 43 mutual funds in the Total Bond Market category with shallower 1-year drawdowns, going as shallow as -0.10%.


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.


Often Compared With FIKUX

Investors most often compare FIKUX with FTHRX, VBIPX, VTBIX. These 20 comparison targets span 1 categories, based on PortfoliosLab usage data.


SymbolNameCategoryRisk / Return RankYTD ReturnAUMInception
Fidelity Intermediate Bond FundTotal Bond Market
26
0.15%
May 1975FIKUX vs FTHRX
Vanguard Short-Term Bond Index Fund Institutional ...Total Bond Market
39
0.32%
Sep 2011FIKUX vs VBIPX
Vanguard Total Bond Market II Index Fund Investor ...Total Bond Market
22
0.30%
FIKUX vs VTBIX
Fidelity Advisor Total Bond Fund Class ATotal Bond Market
24
0.45%
Oct 2002FIKUX vs FEPAX
T. Rowe Price QM U.S. Bond Index FundTotal Bond Market
33
0.20%
FIKUX vs PBDIX
TIAA-CREF Core Impact Bond Fund Institutional Clas...Total Bond Market
34
0.68%
FIKUX vs TSBIX
Fidelity Advisor Limited Term Bond Fund Class ATotal Bond Market
55
0.59%
Sep 1996FIKUX vs FDIAX
PIMCO Income Fund Institutional ClassTotal Bond Market
45
1.00%
Mar 2007FIKUX vs PIMIX
Fidelity Mortgage Securities FundTotal Bond Market
39
0.97%
Dec 1984FIKUX vs FMSFX
Fidelity Total Bond FundTotal Bond Market
27
0.57%
Oct 2002FIKUX vs FTBFX
Fidelity SAI Total Bond FundTotal Bond Market
28
0.57%
Oct 2018FIKUX vs FSMTX
Baird Aggregate Bond Fund Class ITotal Bond Market
26
0.42%
Sep 2000FIKUX vs BAGIX
Fidelity Series Short-Term Credit FundTotal Bond Market
75
0.91%
Mar 2015FIKUX vs FYBTX
Vanguard Long-Term Investment-Grade Fund Investor ...Total Bond Market
14
0.81%
10.20BJul 1973FIKUX vs VWESX
Vanguard Core Bond Fund Admiral SharesTotal Bond Market
31
0.60%
21.50BMar 2016FIKUX vs VCOBX
PIMCO Income Fund Class I-2Total Bond Market
44
0.96%
FIKUX vs PONPX
PIMCO Total Return Fund Institutional ClassTotal Bond Market
30
0.64%
FIKUX vs PTTRX
Vanguard Intermediate-Term Bond Index Fund Institu...Total Bond Market
18
-0.04%
Nov 2011FIKUX vs VBIUX
Vanguard Total Bond Market Index Fund Admiral Shar...Total Bond Market
23
0.42%
389.80BNov 2001FIKUX vs VBTLX
Fidelity Series Investment Grade Securitized FundTotal Bond Market
43
1.04%
Aug 2018FIKUX vs FHPFX

Compare FIKUX with Any Fund or Stock

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


 

Diversifiers

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