PortfoliosLab logoPortfoliosLab logo

Fidelity Water Sustainability Fund (FLOWX) belongs to the Energy Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with FLOWX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to FLOWX

FLOWX charges 1.00% annually. There are 35 mutual funds in the Energy Equities category with lower expense ratios, going as low as 0.10%.


Best Risk-Adjusted Alternatives to FLOWX

FLOWX has a PortfoliosLab risk / return rank of 13. There are 87 mutual funds in the Energy Equities category with higher risk-adjusted ranks, going as high as 96.


Top Performing FLOWX Alternatives (YTD)

FLOWX is at 3.38% YTD. There are 89 mutual funds in the Energy Equities category with higher YTD returns, going as high as 46.27%.


Lowest Volatility Alternatives to FLOWX

FLOWX has 15.04% 1-year volatility. There are 39 mutual funds in the Energy Equities category with lower 1-year volatility, going as low as 7.12%.


Lowest Drawdown Alternatives to FLOWX

FLOWX has a 1-year max drawdown of -12.84%. There are 69 mutual funds in the Energy Equities category with shallower 1-year drawdowns, going as shallow as -4.49%.


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 FLOWX

Investors most often compare FLOWX with PHO, FIW, FSLEX. These 20 comparison targets span 12 categories, based on PortfoliosLab usage data.


SymbolNameCategoryRisk / Return RankYTD ReturnAUMInception
Invesco Water Resources ETFWater Equities
11
0.00%
2.00BDec 2005FLOWX vs PHO
First Trust Water ETFWater Equities
12
0.42%
1.86BMay 2007FLOWX vs FIW
Fidelity Environment and Alternative Energy FundAlternative Energy Equities, Energy Equities
33
9.20%
Jun 1989FLOWX vs FSLEX
Fidelity Disruptive Technology ETFTechnology Equities
38
24.47%
299.13MApr 2020FLOWX vs FDTX
Fidelity Extended Market Index FundMid Cap Blend Equities
46
13.84%
FLOWX vs FSMAX
Northern Income Equity FundLarge Cap Value Equities, Dividend, Actively Managed
78
12.25%
Apr 1994FLOWX vs NOIEX
State Street SPDR S&P 500 ETFS&P 500
67
10.13%
789.06BJan 1993FLOWX vs SPY
Calvert Global Energy Solutions Fund Class AEnergy Equities
47
11.27%
May 2007FLOWX vs CGAEX
Global X Clean Water ETFWater Equities
13
2.35%
22.20MApr 2021FLOWX vs AQWA
Invesco S&P Global Water Index ETFWater Equities
21
3.11%
1.05BMay 2007FLOWX vs CGW
Goehring & Rozencwajg Resources FundEnergy Equities
55
6.01%
Dec 2016FLOWX vs GRHIX
Kurita Water Industries Ltd
73
32.91%
FLOWX vs KTWIY
Invesco Global Water ETFWater Equities
14
2.47%
273.37MJun 2007FLOWX vs PIO
Cavanal Hill World Energy FundEnergy Equities
64
24.58%
Feb 2014FLOWX vs APWEX
Fidelity U.S. Sustainability Index FundLarge Cap Blend Equities, ESG
49
8.63%
May 2017FLOWX vs FITLX
Chart Industries, Inc.FLOWX vs GTLS
Fidelity Advisor High Income Advantage Fund Class ...High Yield Bonds
69
4.71%
Jan 1987FLOWX vs FAHDX
Vertiv Holdings Co.
76
49.17%
FLOWX vs VRT
American Water Works Company, Inc.
38
4.25%
FLOWX vs AWK
Rydex Energy Services FundEnergy Equities
73
31.00%
Mar 1998FLOWX vs RYVIX

Compare FLOWX with Any Fund or Stock

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


 

Diversifiers

Pair FLOWX with funds that move differently

Fidelity Water Sustainability Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FLOWX.

Explore FLOWX Diversifiers