FOCIX Alternatives & Similar Mutual Funds

Fairholme Focused Income Fund (FOCIX) belongs to the High Yield Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with FOCIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to FOCIX

FOCIX charges 1.00% annually. There are 132 mutual funds in the High Yield Bonds category with lower expense ratios, going as low as 0.02%.

Symbol	Name	Expense Ratio	AUM	Inception
FHYSX	Federated Hermes High-Yield Strategy Portfolio	0.02%	—	Dec 2008	FOCIX vs FHYSX
VWEAX	Vanguard High-Yield Corporate Fund Admiral Shares	0.13%	25.70B	Nov 2001	FOCIX vs VWEAX
PIAMX	PIA High Yield (MACS) Fund	0.20%	—	Dec 2017	FOCIX vs PIAMX
VWEHX	Vanguard High-Yield Corporate Fund Investor Shares	0.23%	25.70B	Dec 1978	FOCIX vs VWEHX
CRDOX	Six Circles Credit Opportunities Fund	0.29%	—	Nov 2020	FOCIX vs CRDOX

Best Risk-Adjusted Alternatives to FOCIX

FOCIX has a PortfoliosLab risk / return rank of 41. There are 163 mutual funds in the High Yield Bonds category with higher risk-adjusted ranks, going as high as 100.

Symbol	Name	Risk / Return Rank	AUM	Inception
XILSX	Pioneer ILS Interval Fund	100	—	Dec 2014	FOCIX vs XILSX
CCLFX	Cliffwater Corporate Lending Fund	100	—	Mar 2019	FOCIX vs CCLFX
RPHIX	RiverPark Short Term High Yield Fund	100	—	Sep 2010	FOCIX vs RPHIX
FSHNX	Fidelity Series High Income Fund	97	—	Mar 2011	FOCIX vs FSHNX
CWFIX	Chartwell Short Duration High Yield Fund	97	—	Jul 2014	FOCIX vs CWFIX

Top Performing FOCIX Alternatives (YTD)

FOCIX is at 7.20% YTD. There are 6 mutual funds in the High Yield Bonds category with higher YTD returns, going as high as 8.43%.

Symbol	Name	YTD Return	AUM	Inception
FAGIX	Fidelity Capital & Income Fund	8.43%	—	Nov 1977	FOCIX vs FAGIX
XILSX	Pioneer ILS Interval Fund	7.97%	—	Dec 2014	FOCIX vs XILSX
FIQTX	Fidelity Advisor High Income Advantage Fund Class ...	7.64%	—	Oct 2018	FOCIX vs FIQTX
FAHCX	Fidelity Advisor High Income Advantage Fund Class ...	7.59%	—	Jul 1995	FOCIX vs FAHCX
FAHYX	Fidelity Advisor High Income Advantage Fund Class ...	7.52%	—	Jan 1987	FOCIX vs FAHYX

Lowest Volatility Alternatives to FOCIX

FOCIX has 7.41% 1-year volatility. There are 181 mutual funds in the High Yield Bonds category with lower 1-year volatility, going as low as 0.88%.

Symbol	Name	Volatility 1Y	AUM	Inception
RPHIX	RiverPark Short Term High Yield Fund	0.88%	—	Sep 2010	FOCIX vs RPHIX
CCLFX	Cliffwater Corporate Lending Fund	0.88%	—	Mar 2019	FOCIX vs CCLFX
CWFIX	Chartwell Short Duration High Yield Fund	1.49%	—	Jul 2014	FOCIX vs CWFIX
SCFIX	Shenkman Capital Short Duration High Income Fund	1.63%	—	Oct 2012	FOCIX vs SCFIX
OSTIX	Osterweis Strategic Income Fund	1.69%	—	Aug 2002	FOCIX vs OSTIX

Lowest Drawdown Alternatives to FOCIX

FOCIX has a 1-year max drawdown of -3.33%. There are 170 mutual funds in the High Yield Bonds category with shallower 1-year drawdowns, going as shallow as -0.10%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
RPHIX	RiverPark Short Term High Yield Fund	-0.10%	—	Sep 2010	FOCIX vs RPHIX
CCLFX	Cliffwater Corporate Lending Fund	-0.19%	—	Mar 2019	FOCIX vs CCLFX
XILSX	Pioneer ILS Interval Fund	-0.21%	—	Dec 2014	FOCIX vs XILSX
MDHVX	MainStay MacKay Short Duration High Yield Fund	-1.06%	—	Dec 2012	FOCIX vs MDHVX
SCFIX	Shenkman Capital Short Duration High Income Fund	-1.11%	—	Oct 2012	FOCIX vs SCFIX

Other Mutual Funds from Fairholme

The 1 most viewed Fairholme mutual funds shown here include FAIRX and span 1 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
FAIRX	Fairholme Fund	Large Cap Value Equities	32	6.26%	—	Dec 1999	FOCIX vs FAIRX

Often Compared With FOCIX

Investors most often compare FOCIX with BAICX, FMSDX, FQIFX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
BAICX	BlackRock Multi-Asset Income Portfolio	Diversified Portfolio	47	3.74%	—	Apr 2008	FOCIX vs BAICX
FMSDX	Fidelity Multi-Asset Income Fund	Diversified Portfolio	58	8.45%	—	Sep 2015	FOCIX vs FMSDX
FQIFX	Fidelity Freedom Index 2025 Fund Investor Class	Target Retirement Date	69	7.23%	—	Oct 2009	FOCIX vs FQIFX
FFRHX	Fidelity Floating Rate High Income Fund	High Yield Bonds	92	2.05%	—	Aug 2000	FOCIX vs FFRHX
VOO	Vanguard S&P 500 ETF	S&P 500	70	10.91%	1.60T	Sep 2010	FOCIX vs VOO
VTMFX	Vanguard Tax-Managed Balanced Fund Admiral Shares	Diversified Portfolio	81	6.03%	11.90B	Sep 1994	FOCIX vs VTMFX
ARCC	Ares Capital Corporation		25	-5.14%	—	—	FOCIX vs ARCC
SPY	State Street SPDR S&P 500 ETF	S&P 500	70	10.91%	781.00B	Jan 1993	FOCIX vs SPY
PRPFX	Permanent Portfolio Permanent Portfolio	Diversified Portfolio	46	7.27%	—	Nov 1982	FOCIX vs PRPFX
ECHIX	Eaton Vance High Income Opportunities Fund	High Yield Bonds	48	0.84%	—	Jun 1994	FOCIX vs ECHIX
WHGHX	Westwood High Income Fund	High Yield Bonds	89	4.46%	—	Dec 2011	FOCIX vs WHGHX
FPIOX	Strategic Advisers Income Opportunities Fund	High Yield Bonds	87	1.66%	—	Sep 2007	FOCIX vs FPIOX
HIO	Western Asset High Income Opportunity Fund Inc	High Yield Bonds	5	1.53%	—	Jan 2009	FOCIX vs HIO
HIX	Western Asset High Income Fund II	High Yield Bonds	9	1.07%	—	May 1998	FOCIX vs HIX
JFR	Nuveen Floating Rate Income Fund	High Yield Bonds	5	2.32%	—	Mar 2004	FOCIX vs JFR
FYAIX	Access Flex High Yield ProFund	High Yield Bonds	31	0.99%	—	Dec 2004	FOCIX vs FYAIX
FSBHX	Fidelity Advisor Short Duration High Income Fund C...	High Yield Bonds	94	2.95%	—	Nov 2013	FOCIX vs FSBHX
IHYAX	Voya High Yield Bond Fund	High Yield Bonds	39	1.16%	—	Dec 1998	FOCIX vs IHYAX
BGH	Barings Global Short Duration High Yield Fund	High Yield Bonds	5	-2.56%	—	Oct 2012	FOCIX vs BGH
FGUMX	Fidelity Advisor High Income Fund Class Z	High Yield Bonds	95	3.73%	—	Dec 2018	FOCIX vs FGUMX

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Pair FOCIX with funds that move differently

Fairholme Focused Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FOCIX.

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Fairholme Focused Income Fund (FOCIX) Alternatives