Strategic Advisers Fidelity Core Income Fund (FIWGX) Alternatives
Strategic Advisers Fidelity Core Income Fund (FIWGX) 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 FIWGX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to FIWGX
FIWGX charges 0.46% annually. Among mutual funds in the Intermediate Core-Plus Bond category, these options have the lowest expense ratios among FIWGX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Mercer Core Fixed Income Fund | 0.16% | Aug 15, 2005 | FIWGX vs MCFIX | |
| State Street Income Fund | 0.20% | Jan 2, 1980 | FIWGX vs SSASX | |
| Elfun Income Fund | 0.29% | Dec 31, 1984 | FIWGX vs EINFX | |
| TIAA-CREF Core Bond Fund | 0.29% | Jul 1, 1999 | FIWGX vs TIBDX | |
| Baird Core Plus Bond Fund | 0.30% | Sep 29, 2000 | FIWGX vs BCOIX |
Best Risk-Adjusted Alternatives to FIWGX
Among mutual funds in the Intermediate Core-Plus Bond category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Holbrook Income Fund Class I | 99 | Jul 6, 2016 | FIWGX vs HOBIX | |
| AAMA Income Fund | 98 | Jun 30, 2017 | FIWGX vs AMFIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 93 | Jul 30, 2010 | FIWGX vs LCTRX | |
| Archer Income Fund | 87 | Mar 11, 2011 | FIWGX vs ARINX | |
| Metropolitan West Investment Grade Credit Fund | 74 | Jun 29, 2018 | FIWGX vs MWIGX |
Top Performing FIWGX Alternatives (YTD)
FIWGX alternatives from the Intermediate Core-Plus Bond category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Nuveen Core Plus Impact Fund | 2.93% | Apr 28, 2021 | FIWGX vs NPCT | |
| Putnam Mortgage Securities Fund | 1.26% | Feb 8, 1984 | FIWGX vs PGSIX | |
| GMO Multi-Sector Fixed Income Fund | 0.96% | Apr 30, 1997 | FIWGX vs GUGAX | |
| Holbrook Income Fund Class I | 0.82% | Jul 6, 2016 | FIWGX vs HOBIX | |
| Western Asset SMASh Series M Fund | 0.56% | Dec 27, 2006 | FIWGX vs LMSMX |
Lowest Volatility Alternatives to FIWGX
FIWGX alternatives from the Intermediate Core-Plus Bond category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| AAMA Income Fund | 0.98% | Jun 30, 2017 | FIWGX vs AMFIX | |
| Archer Income Fund | 1.85% | Mar 11, 2011 | FIWGX vs ARINX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 1.90% | Jul 30, 2010 | FIWGX vs LCTRX | |
| Holbrook Income Fund Class I | 2.08% | Jul 6, 2016 | FIWGX vs HOBIX | |
| TIAA-CREF Green Bond Fund | 3.36% | Nov 16, 2018 | FIWGX vs TGRNX |
Lowest Drawdown Alternatives to FIWGX
FIWGX alternatives from the Intermediate Core-Plus Bond category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Holbrook Income Fund Class I | -0.72% | Jul 6, 2016 | FIWGX vs HOBIX | |
| AAMA Income Fund | -0.74% | Jun 30, 2017 | FIWGX vs AMFIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | -1.17% | Jul 30, 2010 | FIWGX vs LCTRX | |
| Archer Income Fund | -1.63% | Mar 11, 2011 | FIWGX vs ARINX | |
| Metropolitan West Investment Grade Credit Fund | -2.35% | Jun 29, 2018 | FIWGX vs MWIGX |
Other Mutual Funds from Fidelity
Most popular Fidelity mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | S&P 500 | 60 | -4.34% | Feb 17, 1988 | FIWGX vs FXAIX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 60 | -3.98% | — | FIWGX vs FZROX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 41 | -9.77% | — | FIWGX vs FSPGX | |
| Fidelity Select Semiconductors Portfolio | Technology Equities | 96 | 7.19% | Jul 29, 1985 | FIWGX vs FSELX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 59 | -3.98% | — | FIWGX vs FSKAX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 71 | -7.12% | Dec 31, 1987 | FIWGX vs FBGRX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 59 | -4.59% | — | FIWGX vs FNILX | |
| Fidelity Contrafund Fund | Large Cap Growth Equities | 62 | -5.35% | May 17, 1967 | FIWGX vs FCNTX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 76 | 0.95% | Nov 5, 1997 | FIWGX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 86 | 1.79% | Jun 7, 2016 | FIWGX vs FTIHX |
Often Compared With FIWGX
What investors most often compare with FIWGX, based on PortfoliosLab usage data.
Compare FIWGX with Any Fund or Stock
Compare FIWGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.