FIQVX Alternatives & Similar Mutual Funds

Fidelity Advisor Convertible Securities Fund Class Z (FIQVX) belongs to the Preferred Stock/Convertible Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with FIQVX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to FIQVX

FIQVX charges 0.59% annually. No mutual funds in the Preferred Stock/Convertible Bonds category have lower expense ratios; the lowest-cost alternatives shown here go as low as 0.60%.

Symbol	Name	Expense Ratio	AUM	Inception
LPXZX	Cohen & Steers Low Duration Preferred and Income F...	0.60%	—	Nov 2015	FIQVX vs LPXZX
FCVSX	Fidelity Convertible Securities Fund	0.67%	—	Jan 1987	FIQVX vs FCVSX
FICVX	Fidelity Advisor Convertible Securities Fund Class...	0.70%	—	Feb 2009	FIQVX vs FICVX
NPSRX	Nuveen Preferred Securities & Income Fund	0.74%	—	Dec 2006	FIQVX vs NPSRX
PFINX	PIMCO Preferred and Capital Securities Fund	0.79%	—	Apr 2015	FIQVX vs PFINX

Best Risk-Adjusted Alternatives to FIQVX

FIQVX has a PortfoliosLab risk / return rank of 90. There is 1 mutual fund in the Preferred Stock/Convertible Bonds category with a higher risk-adjusted rank, going as high as 91.

Symbol	Name	Risk / Return Rank	AUM	Inception
CICVX	Calamos Convertible Fund	91	—	Jun 1997	FIQVX vs CICVX
FICVX	Fidelity Advisor Convertible Securities Fund Class...	90	—	Feb 2009	FIQVX vs FICVX
CCVIX	Calamos Convertible Fund	90	—	Jun 1985	FIQVX vs CCVIX
DPIIX	Destra Flaherty & Crumrine Preferred and Income Fu...	89	—	Apr 2011	FIQVX vs DPIIX
FACVX	Fidelity Advisor Convertible Securities Fund Class...	88	—	Feb 2009	FIQVX vs FACVX

Top Performing FIQVX Alternatives (YTD)

FIQVX is at 25.47% YTD. There is 1 mutual fund in the Preferred Stock/Convertible Bonds category with a higher YTD return, going as high as 26.40%.

Symbol	Name	YTD Return	AUM	Inception
CICVX	Calamos Convertible Fund	26.40%	—	Jun 1997	FIQVX vs CICVX
FCVSX	Fidelity Convertible Securities Fund	25.40%	—	Jan 1987	FIQVX vs FCVSX
FICVX	Fidelity Advisor Convertible Securities Fund Class...	25.40%	—	Feb 2009	FIQVX vs FICVX
FCCVX	Fidelity Advisor Convertible Securities Fund Class...	24.86%	—	Feb 2009	FIQVX vs FCCVX
CCVIX	Calamos Convertible Fund	24.45%	—	Jun 1985	FIQVX vs CCVIX

Lowest Volatility Alternatives to FIQVX

FIQVX has 14.84% 1-year volatility. There are 15 mutual funds in the Preferred Stock/Convertible Bonds category with lower 1-year volatility, going as low as 1.85%.

Symbol	Name	Volatility 1Y	AUM	Inception
LPXZX	Cohen & Steers Low Duration Preferred and Income F...	1.85%	—	Nov 2015	FIQVX vs LPXZX
DPIIX	Destra Flaherty & Crumrine Preferred and Income Fu...	2.13%	—	Apr 2011	FIQVX vs DPIIX
PCSFX	Principal Capital Securities Fund	2.13%	—	Mar 2014	FIQVX vs PCSFX
PPSIX	Principal Spectrum Preferred and Capital Securitie...	2.39%	—	Apr 2002	FIQVX vs PPSIX
PISHX	Cohen & Steers Preferred Securities and Income SMA...	2.41%	—	Feb 2019	FIQVX vs PISHX

Lowest Drawdown Alternatives to FIQVX

FIQVX has a 1-year max drawdown of -7.10%. There are 12 mutual funds in the Preferred Stock/Convertible Bonds category with shallower 1-year drawdowns, going as shallow as -2.14%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
LPXZX	Cohen & Steers Low Duration Preferred and Income F...	-2.14%	—	Nov 2015	FIQVX vs LPXZX
DPIIX	Destra Flaherty & Crumrine Preferred and Income Fu...	-2.39%	—	Apr 2011	FIQVX vs DPIIX
PISHX	Cohen & Steers Preferred Securities and Income SMA...	-2.83%	—	Feb 2019	FIQVX vs PISHX
PCSFX	Principal Capital Securities Fund	-2.97%	—	Mar 2014	FIQVX vs PCSFX
CPXIX	Cohen & Steers Preferred Securities and Income Fun...	-3.00%	—	May 2010	FIQVX vs CPXIX

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
FXAIX	Fidelity 500 Index Fund	S&P 500	73	11.71%	—	Feb 1988	FIQVX vs FXAIX
FSELX	Fidelity Select Semiconductors Portfolio	Semiconductors, Technology Equities	97	85.56%	—	Jul 1985	FIQVX vs FSELX
FZROX	Fidelity ZERO Total Market Index Fund	Large Cap Blend Equities	72	12.01%	—	—	FIQVX vs FZROX
FSPGX	Fidelity Large Cap Growth Index Fund	Large Cap Growth Equities	32	8.60%	—	—	FIQVX vs FSPGX
FSKAX	Fidelity Total Market Index Fund	Large Cap Blend Equities	71	12.08%	—	—	FIQVX vs FSKAX
FBGRX	Fidelity Blue Chip Growth Fund	Large Cap Growth Equities	75	18.56%	—	Dec 1987	FIQVX vs FBGRX
FCNTX	Fidelity Contrafund	Large Cap Growth Equities	35	7.76%	176.32B	May 1967	FIQVX vs FCNTX
FNILX	Fidelity ZERO Large Cap Index Fund	Large Cap Blend Equities	71	11.56%	—	—	FIQVX vs FNILX
FSPSX	Fidelity International Index Fund	Foreign Large Cap Equities	27	9.51%	—	Nov 1997	FIQVX vs FSPSX
FTIHX	Fidelity Total International Index Fund	Foreign Large Cap Equities	58	15.53%	—	Jun 2016	FIQVX vs FTIHX

Often Compared With FIQVX

Investors most often compare FIQVX with VFIAX, VOO, JPDIX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
VFIAX	Vanguard 500 Index Fund Admiral Shares	S&P 500, Large Cap Blend Equities	73	11.69%	1.60T	Nov 2000	FIQVX vs VFIAX
VOO	Vanguard S&P 500 ETF	S&P 500	70	10.91%	1.60T	Sep 2010	FIQVX vs VOO
JPDIX	JPMorgan Preferred and Income Securities Fund	Preferred Stock/Convertible Bonds	81	1.39%	—	Mar 2022	FIQVX vs JPDIX
LDP	Cohen and Steers Limited Duration Preferred and In...	Preferred Stock/Convertible Bonds	12	0.73%	—	May 2012	FIQVX vs LDP
FTCVX	Fidelity Advisor Convertible Securities Fund Class...	Preferred Stock/Convertible Bonds	88	23.71%	—	Feb 2009	FIQVX vs FTCVX
PFD	Flaherty & Crumrine Preferred Income Fund	Preferred Stock/Convertible Bonds	19	-0.26%	—	Jan 1991	FIQVX vs PFD
JPC	Nuveen Preferred and Income Opportunities Fund	Preferred Stock/Convertible Bonds	11	0.12%	—	Mar 2003	FIQVX vs JPC
FPEIX	First Trust Preferred Securities and Income Fund	Preferred Stock/Convertible Bonds	73	0.41%	—	Jan 2011	FIQVX vs FPEIX
HPS	John Hancock Preferred Income Fund III	Preferred Stock/Convertible Bonds	17	4.56%	—	Jun 2003	FIQVX vs HPS
KIFAX	Salient Select Income Fund	Preferred Stock/Convertible Bonds	14	1.83%	—	Mar 2001	FIQVX vs KIFAX
LBFFX	Lord Abbett Convertible Fund Class F	Preferred Stock/Convertible Bonds	88	22.45%	—	—	FIQVX vs LBFFX
PSF	Cohen & Steers Select Preferred and Income Fund	Preferred Stock/Convertible Bonds	13	-0.01%	—	—	FIQVX vs PSF
FPF	First Trust Intermediate Duration Preferred and In...	Preferred Stock/Convertible Bonds	11	0.30%	—	Apr 2009	FIQVX vs FPF
PTA	Cohen & Steers Tax-Advantaged Preferred Securities...	Preferred Stock/Convertible Bonds	10	5.71%	—	—	FIQVX vs PTA
NCV	Virtus Convertible and Income Fund	Preferred Stock/Convertible Bonds	84	20.73%	—	Mar 2003	FIQVX vs NCV
NPFD	Nuveen Variable Rate Preferred & Income Fund	Preferred Stock/Convertible Bonds	17	3.94%	—	Dec 2021	FIQVX vs NPFD
HPF	John Hancock Preferred Income Fund II	Preferred Stock/Convertible Bonds	26	3.68%	—	Jan 2005	FIQVX vs HPF
PFO	Flaherty & Crumrine Preferred and Income Opportuni...	Preferred Stock/Convertible Bonds	16	-0.61%	—	Feb 1992	FIQVX vs PFO
HPI	John Hancock Preferred Income Fund	Preferred Stock/Convertible Bonds	18	2.67%	—	Aug 2002	FIQVX vs HPI
SBFCX	Victory INCORE Investment Grade Convertible Fund C...	Preferred Stock/Convertible Bonds	34	4.09%	—	—	FIQVX vs SBFCX

Compare FIQVX with Any Fund or Stock

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

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Diversifiers

Pair FIQVX with funds that move differently

Fidelity Advisor Convertible Securities Fund Class Z alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FIQVX.

Explore FIQVX Diversifiers

Fidelity Advisor Convertible Securities Fund Class Z (FIQVX) Alternatives