FLC Alternatives & Similar Mutual Funds

Flaherty & Crumrine Total Return Fund Inc (FLC) belongs to the Financials Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with FLC. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to FLC

FLC charges 1.64% annually. There are 23 mutual funds in the Financials Equities category with lower expense ratios, going as low as 0.09%.

Symbol	Name	Expense Ratio	AUM	Inception
VFAIX	Vanguard Financials Index Fund Admiral Shares	0.09%	13.90B	Feb 2004	FLC vs VFAIX
FSPCX	Fidelity Select Insurance Portfolio	0.62%	—	Dec 1985	FLC vs FSPCX
FIKBX	Fidelity Advisor Financial Services Fund Class Z	0.64%	—	Oct 2018	FLC vs FIKBX
FIDSX	Fidelity Select Financial Services Portfolio	0.73%	—	Dec 1981	FLC vs FIDSX
FSRBX	Fidelity Select Banking Portfolio	0.73%	—	Jun 1986	FLC vs FSRBX

Best Risk-Adjusted Alternatives to FLC

FLC has a PortfoliosLab risk / return rank of 15. There are 21 mutual funds in the Financials Equities category with higher risk-adjusted ranks, going as high as 88.

Symbol	Name	Risk / Return Rank	AUM	Inception
GFSIX	Gabelli Global Financial Services Fund	88	—	Oct 2018	FLC vs GFSIX
GAFSX	Gabelli Global Financial Services Fund Class AAA	86	—	Oct 2018	FLC vs GAFSX
RMBKX	RMB Mendon Financial Services Fund	83	—	Jun 1999	FLC vs RMBKX
FRBAX	John Hancock Regional Bank Fund	57	—	Jan 1992	FLC vs FRBAX
HSFNX	Hennessy Small Cap Financial Fund	55	—	Jan 1997	FLC vs HSFNX

Top Performing FLC Alternatives (YTD)

FLC is at -0.52% YTD. There are 26 mutual funds in the Financials Equities category with higher YTD returns, going as high as 20.12%.

Symbol	Name	YTD Return	AUM	Inception
RMBKX	RMB Mendon Financial Services Fund	20.12%	—	Jun 1999	FLC vs RMBKX
FRBAX	John Hancock Regional Bank Fund	19.26%	—	Jan 1992	FLC vs FRBAX
BTO	John Hancock Financial Opportunities Fund	19.05%	—	Aug 1994	FLC vs BTO
FSRBX	Fidelity Select Banking Portfolio	15.84%	—	Jun 1986	FLC vs FSRBX
HSFNX	Hennessy Small Cap Financial Fund	15.24%	—	Jan 1997	FLC vs HSFNX

Lowest Volatility Alternatives to FLC

FLC has 7.38% 1-year volatility. No mutual funds in the Financials Equities category have lower 1-year volatility; the lowest-volatility alternatives shown here go as low as 9.20%.

Symbol	Name	Volatility 1Y	AUM	Inception
SFPAX	Saratoga Financial Service Fund	9.20%	—	Aug 2000	FLC vs SFPAX
GFSIX	Gabelli Global Financial Services Fund	12.56%	—	Oct 2018	FLC vs GFSIX
GAFSX	Gabelli Global Financial Services Fund Class AAA	12.61%	—	Oct 2018	FLC vs GAFSX
ICFSX	ICON Consumer Select Fund	14.30%	—	Jul 1997	FLC vs ICFSX
RYFIX	Rydex Financial Services Fund	14.31%	—	Apr 1998	FLC vs RYFIX

Lowest Drawdown Alternatives to FLC

FLC has a 1-year max drawdown of -8.34%. There is 1 mutual fund in the Financials Equities category with a shallower 1-year drawdown, going as shallow as -4.86%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
SFPAX	Saratoga Financial Service Fund	-4.86%	—	Aug 2000	FLC vs SFPAX
GFSIX	Gabelli Global Financial Services Fund	-9.42%	—	Oct 2018	FLC vs GFSIX
GAFSX	Gabelli Global Financial Services Fund Class AAA	-9.47%	—	Oct 2018	FLC vs GAFSX
RMBKX	RMB Mendon Financial Services Fund	-9.48%	—	Jun 1999	FLC vs RMBKX
FSPCX	Fidelity Select Insurance Portfolio	-9.98%	—	Dec 1985	FLC vs FSPCX

Often Compared With FLC

Investors most often compare FLC with SBFAX, FFSIX, PFD. These 18 comparison targets span 2 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
SBFAX	1919 Financial Services Fund	Financials Equities	13	5.86%	—	Nov 1998	FLC vs SBFAX
FFSIX	Fidelity Advisor Financial Services Fund Class I	Financials Equities	29	9.82%	—	Sep 1996	FLC vs FFSIX
PFD	Flaherty & Crumrine Preferred Income Fund	Preferred Stock	20	-0.63%	—	Jan 1991	FLC vs PFD
RYKIX	Rydex Banking Fund	Financials Equities	49	14.12%	—	Apr 1998	FLC vs RYKIX
FSLBX	Fidelity Select Brokerage & Invmt Mgmt Portfolio	Financials Equities	1	-7.48%	—	Jul 1985	FLC vs FSLBX
PFO	Flaherty & Crumrine Preferred and Income Opportuni...	Preferred Stock	17	0.83%	—	Feb 1992	FLC vs PFO
HLFNX	Hennessy Large Cap Financial Fund	Financials Equities	9	3.46%	—	Jan 1997	FLC vs HLFNX
FAFCX	Fidelity Advisor Financial Services Fund Class C	Financials Equities	25	9.18%	—	Nov 1997	FLC vs FAFCX
RPFGX	Davis Financial Fund	Financials Equities	29	3.49%	—	May 1991	FLC vs RPFGX
FSVLX	Fidelity Select Fintech Portfolio	Financials Equities	1	-11.79%	—	Dec 1985	FLC vs FSVLX
HSSAX	Emerald Finance and Banking Innovation Fund	Financials Equities	10	5.40%	—	Feb 1997	FLC vs HSSAX
FAFDX	Fidelity Advisor Financial Services Fund Class A	Financials Equities	28	9.62%	—	Sep 1996	FLC vs FAFDX
PRISX	T. Rowe Price Financial Services Fund	Financials Equities	30	8.91%	—	Sep 1996	FLC vs PRISX
FAFSX	Fidelity Advisor Financial Services Fund Class M	Financials Equities	26	9.49%	—	Sep 1996	FLC vs FAFSX
FIDAX	John Hancock Financial Industries Fund	Financials Equities	25	7.41%	—	Mar 1996	FLC vs FIDAX
PFSZX	PGIM Jennison Financial Services Fund	Financials Equities	16	7.47%	—	Jun 1999	FLC vs PFSZX
FFC	Flaherty & Crumrine Preferred Securities Income Fu...		63	2.10%	—	—	FLC vs FFC
PFF	iShares Preferred and Income Securities ETF	Preferred Stock	20	0.89%	13.15B	Mar 2007	FLC vs PFF

Compare FLC with Any Fund or Stock

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

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Diversifiers

Pair FLC with funds that move differently

Flaherty & Crumrine Total Return Fund Inc alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FLC.

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Flaherty & Crumrine Total Return Fund Inc (FLC) Alternatives