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 a closer substitute for your current allocation.
Cheapest Alternatives to FIWGX
FIWGX charges 0.41% annually. There are 21 mutual funds in the Intermediate Core-Plus Bond category with lower expense ratios, going as low as 0.16%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Mercer Core Fixed Income Fund | 0.16% | — | Aug 2005 | FIWGX vs MCFIX | |
| State Street Income Fund | 0.20% | — | Jan 1980 | FIWGX vs SSASX | |
| Elfun Income Fund | 0.29% | — | Dec 1984 | FIWGX vs EINFX | |
| TIAA-CREF Core Bond Fund | 0.29% | — | Jul 1999 | FIWGX vs TIBDX | |
| Brandes Core Plus Fixed Income Fund | 0.30% | — | Dec 2007 | FIWGX vs BCPIX |
Best Risk-Adjusted Alternatives to FIWGX
FIWGX has a PortfoliosLab risk / return rank of 14. There are 95 mutual funds in the Intermediate Core-Plus Bond category with higher risk-adjusted ranks, going as high as 98.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Holbrook Income Fund Class I | 98 | — | Jul 2016 | FIWGX vs HOBIX | |
| GMO Multi-Sector Fixed Income Fund | 89 | — | Apr 1997 | FIWGX vs GUGAX | |
| Leader Capital High Quality Income Fund Institutio... | 86 | — | Jul 2010 | FIWGX vs LCTIX | |
| MassMutual Diversified Bond Fund | 82 | — | May 1999 | FIWGX vs MDVAX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 81 | — | Jul 2010 | FIWGX vs LCTRX |
Top Performing FIWGX Alternatives (YTD)
FIWGX is at -1.03% YTD. There are 104 mutual funds in the Intermediate Core-Plus Bond category with higher YTD returns, going as high as 2.50%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Nuveen Core Plus Impact Fund | 2.50% | — | Apr 2021 | FIWGX vs NPCT | |
| Holbrook Income Fund Class I | 2.33% | — | Jul 2016 | FIWGX vs HOBIX | |
| MassMutual Diversified Bond Fund | 2.33% | — | May 1999 | FIWGX vs MDVAX | |
| Putnam Mortgage Securities Fund | 1.90% | — | Feb 1984 | FIWGX vs PGSIX | |
| Ancora Income Fund | 1.60% | — | Jan 2004 | FIWGX vs AAIIX |
Lowest Volatility Alternatives to FIWGX
FIWGX has 3.92% 1-year volatility. There are 88 mutual funds in the Intermediate Core-Plus Bond category with lower 1-year volatility, going as low as 1.17%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| AAMA Income Fund | 1.17% | — | Jun 2017 | FIWGX vs AMFIX | |
| Archer Income Fund | 1.83% | — | Mar 2011 | FIWGX vs ARINX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 2.05% | — | Jul 2010 | FIWGX vs LCTRX | |
| Holbrook Income Fund Class I | 2.05% | — | Jul 2016 | FIWGX vs HOBIX | |
| Leader Capital High Quality Income Fund Institutio... | 2.10% | — | Jul 2010 | FIWGX vs LCTIX |
Lowest Drawdown Alternatives to FIWGX
FIWGX has a 1-year max drawdown of -2.52%. There are 14 mutual funds in the Intermediate Core-Plus Bond category with shallower 1-year drawdowns, going as shallow as -0.51%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Holbrook Income Fund Class I | -0.51% | — | Jul 2016 | FIWGX vs HOBIX | |
| AAMA Income Fund | -0.74% | — | Jun 2017 | FIWGX vs AMFIX | |
| GMO Multi-Sector Fixed Income Fund | -1.00% | — | Apr 1997 | FIWGX vs GUGAX | |
| Leader Capital High Quality Income Fund Institutio... | -1.17% | — | Jul 2010 | FIWGX vs LCTIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | -1.17% | — | Jul 2010 | FIWGX vs LCTRX |
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 | 59 | 10.13% | — | Feb 1988 | FIWGX vs FXAIX | |
| Fidelity Select Semiconductors Portfolio | Semiconductors, Technology Equities | 80 | 49.63% | — | Jul 1985 | FIWGX vs FSELX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 59 | 10.58% | — | — | FIWGX vs FZROX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 58 | 10.51% | — | — | FIWGX vs FSKAX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 10 | 0.30% | — | — | FIWGX vs FSPGX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 35 | 11.25% | — | Dec 1987 | FIWGX vs FBGRX | |
| Fidelity Contrafund | Large Cap Growth Equities | 23 | 6.89% | 176.32B | May 1967 | FIWGX vs FCNTX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 54 | 9.84% | — | — | FIWGX vs FNILX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 64 | 11.79% | — | Nov 1997 | FIWGX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 70 | 12.93% | — | Jun 2016 | FIWGX vs FTIHX |
Often Compared With FIWGX
Investors most often compare FIWGX with FCTDX, FSRIX, FUAMX. These 20 comparison targets span 12 categories, 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.
Pair FIWGX with funds that move differently
Strategic Advisers Fidelity Core Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FIWGX.
Explore FIWGX Diversifiers